Skip to main content
Orders

Learn more about the 'Orders' tab in to easily access and review all orders in one place, ensuring you never miss an update or request.

Updated over 5 months ago

Welcome to the Orders Tab in Quoli!

This tab is designed to streamline your orders and review request statuses, providing a comprehensive view of all your customer orders.

Here's how you can make the most out of the "Orders" tab

  • Order: This column displays the unique order ID.

  • Date: This column shows the date and time the order was placed.

  • Product(s): This column displays the number of items included in the order.

  • Customer Name & Email: These 2 columns display the customer's name and email address.

  • Request Status: This column shows the current status of the product review request for this order. It can be one of the following:

    • Scheduled: This means that a review request will be sent to the customer on the respective date.

    • Sent: This means that a review request has already been sent to the customer

    • Request canceled: This means that the request to collect a review for this order has been canceled.

    • Unfulfilled: This means that the order has not yet been fulfilled by the merchant.

    • Review collected: This means that a review has already been collected for this order.

  • Actions: This column allows you to take specific actions in a particular order. The available actions will vary depending on the Request Status of the order. Here are the possible actions:

    • Send now: This option allows you to manually send a review request to the customer.

    • Cancel request: This option allows you to cancel any pending review requests that have not yet been sent to the customer.

    • Go to order: This option takes you to the details page of that specific order.

  • Filter Options:

    • Last 30 days: This is the default filter option, and it shows all orders that have been placed in the past 30 days.

    • All time: This option shows all orders that have ever been placed.

    • Custom: This option allows you to specify a custom date range for which you want to see orders.

    • Send manual review request: This button allows you to send a review request to any order, regardless of its current status.

  • Search bar: This search bar allows you to search for specific orders by order ID, customer name, or email address.


Key Features and Tips

  1. Centralized Order Management:

    • Easily access and review all orders in one place, ensuring you never miss an update or request.

    • Filter orders based on status (Pending/Scheduled, Request Sent, Review Collected, Request Cancelled, Missed) to prioritize your tasks efficiently.

  2. Efficient Review Requests:

    • Schedule, send, or cancel review requests with just a few clicks.

    • Utilize the 'Send Now' button for immediate action or plan ahead by scheduling requests.

  3. Automated and Manual Actions:

    • Set up automated review requests to save time and ensure consistency.

    • Use the manual review request feature for more personalized customer interactions.

  4. Order Details at a Glance:

    • Quickly view order details, including product names, quantities, and customer information, without navigating away from the page.

    • Utilize the expand feature to see all products in multi-item orders.

  5. Actionable Insights:

    • Track the status of each review request to understand customer engagement and identify areas for follow-up.

    • Leverage this data to optimize your review collection strategy and improve customer satisfaction.

  6. Intuitive Interface:

    • Navigate the user-friendly interface with ease, reducing the learning curve for new users.

    • Customize your view to match your workflow preferences, ensuring you see the most relevant information first.


Pro Tips

  • Set Reminders: Use the scheduling feature to set reminders for follow-up actions, ensuring you stay on top of your review collection process.

  • Monitor Trends: Regularly review the status of your orders and review requests to identify patterns and adjust your strategies accordingly.

  • Personalize Requests: Tailor your manual review requests to include personalized messages, increasing the likelihood of customer engagement and positive feedback.

  • Stay Organized: Utilize filters and sorting options to keep your order list organized, making it easier to manage large volumes of orders efficiently.

Did this answer your question?