How to Review Orders
Find business performance metrics
Quickly survey business performance by reviewing three sets of metrics. Upmind breaks down orders by:
- category type (e.g. Cancelled and Unpaid)
- number of open baskets
- fraud totals
Opening the Orders page
- Go to the Upmind dashboard.
- Click Orders on the left menu.
- Upmind displays an overview of order activity over the past 30 days
Viewing orders by category
Sort orders with a filter.
- Click the Orders list menu tab.
- Scroll down the list.
- Click a Quick filters subheading.
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Choose a filter
Adding segments
Create a rule to sort and display data based on one or more variables.
- Scroll down to the Order segments heading.
- Click the Add button.
- In the new window, add a filter title.
- Select a segment on the drop-down menu.
- Click Save.
Note
Custom fields you create for the create account page or basket appear on this drop-down menu.
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Segments on the drop-down menu
Reviewing open baskets
Click the Baskets link on the left menu. Upmind displays all the open baskets.
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Displays all the open baskets
Baskets
You can configure settings to decide when Upmind abandons a basket.
Reviewing fraud orders
- Click the FraudMind link on the left menu. Upmind displays all flagged orders, clients, and invoices by FraudMind.
- Click an order to review the information and take action, if required (e.g. change the fraud status).
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Icons highlight suspicious orders
Note
You can adjust FraudMind thresholds.
Updated 6 days ago