Use the management section to track orders placed through your website.
When orders are taken through your website, you can view the product information and filling florist status through the management section.
While logged into your website, click on the “Management” button in the blue bar in the header.
A summary of site sales and obituary posts will be displayed on the management page. To view orders, click the blue “View Details” button underneath the blue and green squares on the left.
On the top of the screen, you can view the total sales and your revenue for the month, as well as your net total this year and since your website went live.
Underneath the bar graph is the full list of orders received by month. Click the month drop-down menu in the top right of the section to change the month view.
All orders include the obituary associated with it (omitted in example picture for privacy).
To view more order details, click the blue button on the far right of the listing.
A pop-up box will appear showing the item, a picture, the florist filling the order, card message, and delivery instructions. Near the top of the box, there are two other tabs: “Customer Details” and “Order Transmission Details.”
“Customer Details” provides the name, address, phone number, and email of a customer. Should there be an issue with an order, a customer can be contacted. This information can also be provided to the family of the deceased to write thank-you cards for flower arrangements.
“Order Transmission Details” shows how your florist has been notified of an order. Florists always receive an email for each order. They can optionally add a cell phone number for text notification, a fax, and a telephone call. You will be able to view whether or not a text, fax, and call were placed successfully. If a fax does send, a phone call will not be placed. If the fax fails, or no fax number is provided, a phone call will be placed to the phone number provided by your florist.
