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Orders, Transactions and the Register tabAdrian Singer, 01-02-2009 |
When an order is logged in the SPI shopping cart system, it is tracked on three levels - as an Order, two financial Transactions and a cash Register entry.
When you click on a customer from your Customer Manager module, you can scroll down and click on the tabs at the bottom of the screen, to access the customer orders, transactions and register entries.
As part of this post, I will explain what each stands for and how you can customize the display to your liking.
Definitions
Orders: All orders placed by the customer on your website. An order can contain one or more product items.
Transactions: A running balance sheet, showing credits (payments received) and debits (charges for products & services) posted to a customer's account. The system maintains a running balance for every one of your customers.
Register: The cash register, showing a single entry per every payment received.
Example
To help you understand how orders, transactions and register entries work, let's use an example.
For the purpose of our example, we're going to look at John Camfield, from Mississippi. John placed a single order for the "Nite Trim" product, on November 4th, 2008.
The "Nite Trim" product costs $4.99 to try out, followed by a $39.00 charge on day #15 and then $39.00 recurring charges every 30 days.
Clicking on the Orders tab, shows the single order placed by John on November 4th, 2008.
If we click on the Register tab, we can see an entry per every time the customer was charged.
There's the initial $4.99 charge on November 4th, followed by $39.00 charged on day 15 and then the first monthly recurring charge of $39.00 on December 5.
And finally, clicking on the Transactions tab, shows all credits and debits posted to the customer account.
Every order typically maps to two transactions - a credit showing the payment received, immediately followed by a debit for the order total.
The transactions tab is useful when you allow customers to establish a credit line and accrue an outstanding balance with your company or when you manually add money to a customer's account so that they can place orders without having to pay.
Customization
SPI allows you to customize the tabs you see when clicking on a customer record.
You can control which tabs are displayed and the order of display.
To do so, click on 'Settings' under the Customer Manager module and select which tabs to display.
Note:
For those of you familiar with 1ShoppingCart, if you don't plan on offering your customers the ability to establish a credit line with your company and accrue an outstanding balance, you may want to completely hide the 'Transactions' tab and focus on the 'Register' tab.
The 'Register' tab mimics the same functionality offered by other systems that don't keep track of a customer-level balance sheet.
When you click on a customer from your Customer Manager module, you can scroll down and click on the tabs at the bottom of the screen, to access the customer orders, transactions and register entries.
As part of this post, I will explain what each stands for and how you can customize the display to your liking.
Definitions
Orders: All orders placed by the customer on your website. An order can contain one or more product items.
Transactions: A running balance sheet, showing credits (payments received) and debits (charges for products & services) posted to a customer's account. The system maintains a running balance for every one of your customers.
Register: The cash register, showing a single entry per every payment received.
Example
To help you understand how orders, transactions and register entries work, let's use an example.
For the purpose of our example, we're going to look at John Camfield, from Mississippi. John placed a single order for the "Nite Trim" product, on November 4th, 2008.
The "Nite Trim" product costs $4.99 to try out, followed by a $39.00 charge on day #15 and then $39.00 recurring charges every 30 days.
Clicking on the Orders tab, shows the single order placed by John on November 4th, 2008.
If we click on the Register tab, we can see an entry per every time the customer was charged.
There's the initial $4.99 charge on November 4th, followed by $39.00 charged on day 15 and then the first monthly recurring charge of $39.00 on December 5.
And finally, clicking on the Transactions tab, shows all credits and debits posted to the customer account.
Every order typically maps to two transactions - a credit showing the payment received, immediately followed by a debit for the order total.
The transactions tab is useful when you allow customers to establish a credit line and accrue an outstanding balance with your company or when you manually add money to a customer's account so that they can place orders without having to pay.
Customization
SPI allows you to customize the tabs you see when clicking on a customer record.
You can control which tabs are displayed and the order of display.
To do so, click on 'Settings' under the Customer Manager module and select which tabs to display.
Note:
For those of you familiar with 1ShoppingCart, if you don't plan on offering your customers the ability to establish a credit line with your company and accrue an outstanding balance, you may want to completely hide the 'Transactions' tab and focus on the 'Register' tab.
The 'Register' tab mimics the same functionality offered by other systems that don't keep track of a customer-level balance sheet.
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