Cleaning Up Open Orders After Your Event - Start Here.
Your event has ended, but there are probably at least a few orders that need attention. While it is possible to continue using the Auction Night Tasks to sell items and/or check out guests, the Order page offers much better tools for handling post event clean-up. This article describes the easiest ways to identify which orders need attention, then points you to instructions for resolving the remaining issues.
Review unsold items:
Go to Catalog > sort by Qty on Hand
It's a good idea to quickly review any items that remain unsold:
- You may find items that were indeed spoken for, but did not get placed in buyer's carts (then can do so while you're still processing payments for open orders.)
- You can also start thinking about whether you want to offer items that are still available online (either in an online auction or for a fixed priced on the Donate Now page) Deciding soon will allow you to promote the items still available in any post event messaging you distribute.
Identify open orders needing payment:
Go to Admin > View Reports > Post Auction > Order Status Overview
1. Click on Unpaid Orders line item to view unpaid orders. Once the unpaid orders have been addressed, return and repeat process for orders with partial payments and needing refunds.
View and Manage unpaid orders:
2. Orders with status = Unpaid.
3. Indicates if buyer has a credit card vaulted and available for payment.
4. Order total.
5. Payment total.
6. Click on edit icon to manage an order.
Resolve issues with a specific order by managing the order:
Go to Orders > click on Edit icon for desired order: 1. Edit User record (or simply update their address).
2. Generate a receipt.
3. Indicates a vaulted credit card is available for payment. Note: you can update/replace the vaulted card in the Add Payment pop-up window or by Editing the User.
4. Add Items or Tickets to the order.
5. Edit (replace) or return tickets and/or change the user assigned to the ticket.
6. Edit (replace) or return items.
7. Edit the price of tickets or items.
8. Add payment(s). (note: there is no "bulk process" option, payments must be applied to each order individually)
9. View transaction details (eg view error message/code for failed credit card transactions)
10. Refund payments.