Customer Mobile App: Order History

From a phone or tablet, your customers can use the Customer Mobile App to easily view their company’s order history. They can search, sort, and filter by all orders, gaining access to details such as the status of an order, the total cost, the shipping address, an itemized list of products within an order, any files associated with an order, and more.

While on the go, your customers can use the Order History feature to refer to the order information they need, when they need it. Comparing items ordered to items delivered, checking to see if an invoice was paid or if it’s still active, verifying the shipping address—these are only a few examples of the many ways your customers can leverage their order history.

Ultimately, providing your customers with in-depth order information that they can access anywhere at any time not only provides them with immediate access to the details they need but also empowers them to self-serve, lessening the amount of customer service inquiries your team receives.

Order History Features

On the Order History screen, your customers can view all the orders they have placed, and depending on their user permissions, they can also view all company orders. The orders will be listed in a scrollable list format and display the date the order was placed, the order number, and the status of the order (web entered, paid, received, invoiced, canceled, etc.).

On this screen, they have the ability to search through all orders via the search bar. They can search by keyword, order number, date, etc.

The filter feature allows users to refine their search so that they can pull a list of orders with shared values or find a specific order they need to reference. They can sort and further filter by the available fields, such as the status of an order, the name of the company on the order, orders that were paid via a purchase order, and more.

This capability gives your customers the option to perform targeted searches to easily and quickly find the order(s) they need.

To see information related to a specific order, they can view an order’s Details page by simply clicking on an order. The page will contain all the available information about an order, like its status, who the order was entered by if it was manually entered, the date the order was completed, the chosen shipping method, the total, the shipping and billing addresses, an itemized list of the products within the order, and more.

If there are notes attached to an order, they will show at the top of the Your Order section. Notes may contain specific product or order requests, delivery instructions, or any other information your customers may want to communicate with you.

The list of the items ordered will contain detailed information on each product, including the SKU and product name, unit price, quantity ordered, and the total price per product. Clicking on the product will direct the user to its product page within the app, which contains even more product information.

Another helpful feature on an order’s Details page is that your customers can add products directly from an order to a Private or Company List. This can be beneficial if they ordered a product that worked well for them, and they want to continue to purchase that product. They will no longer have to search for the product on your website each time they go to place an order; instead, they can simply refer to a past order and add products to Lists that they can order from in the future.

Within an individual order, customers can also view any files attached to the order via the Files tab. Common files that might be stored here are purchase order and invoice documents.

If needed, there is also the ability to take and upload picture files within the app. Customers might use this feature to share images of their delivered products with you.

While all the order information discussed above is accessible in the app, customers have the option to download a PDF of the order directly from both the Details and Files tabs. Once the file is generated, it will display in the app, and they can save it to their device from there. Keep in mind that the file shown can be branded by including your company’s logo, just like all files available in the desktop version of the Customer Portal.