Orders - All Orders

Description:
This article explains how to search for and view orders in Canopy 2.0. Orders placed through a point-of-sale (POS) system, self-service kiosk, or the OrderNext mobile ordering platform will appear on the All Orders page for review and management.

How to Search for an Order

1. In Canopy 2.0, select the Orders drop-down on the left side of the screen.
2. Choose All Orders from the list.
3. Recent orders will automatically populate on the page by default.
4. You can adjust the following criteria at the top of the page:
   • Date Range (no larger than 14 days at a time, with the default set to the current day).
   • Order Status (default: All Order Statuses).
   • Revenue Center (default: All Revenue Centers).
5. Note: Adjusting the Order Status or Revenue Center filters will narrow your search to include only those matching your selected criteria. To reset to default, uncheck any filters you’ve selected.
6. On the right side of the screen, use the search box and the drop-down next to it to search by the following:
   • Order #
   • Customer
   • UUID
   • Last 4
7. Enter your search criteria and select the blue magnifying glass to the right.
8. Any orders matching your search will appear.
   Note: If no results are found, try expanding your date range, include all order statuses, or include all revenue centers. If one search method (e.g., order #) doesn’t work, try another (e.g., last four digits).

How to View an Order

1. In Canopy 2.0, select the Orders drop-down on the left side of the screen.
2. Choose All Orders from the list.
3. Recent orders will automatically populate.
4. Once you locate the desired order (using search criteria if needed), select the order.
5. The Order Details panel will appear on the right side.
6. From this panel, you can:
   • View the current status of the order.
   • Send a receipt to an email address.
   • Issue a refund, if applicable based on the order status.
   • View order details such as:
     • Order #, Created Date, Revenue Center, Service Type, and more.
     • Line items, Item Subtotal, Tax, Gratuity, and Total.
     • Payment information (last 4, transaction date and time, Transaction Status, Authorization Amount, Settlement Amount).
     • Detailed Payment Information.
     • Order state history (timeline of the order's lifecycle).
     • Mutation history (changes made to the order).
     • Identification history, including Device, Employee, Revenue Center, and Menu.
7. When finished, select the X at the top right of the panel to close the Order Details panel.

By following these steps, you can efficiently search for, view, and manage all orders within Canopy 2.0, helping to streamline operations and provide better customer support.