Orders Page
View and manage all orders with cashback tracking
The Orders page displays all customer orders with their cashback status, allowing you to monitor processing and take action when needed.
Page Overview
Order List
Each order displays:
Order
Order number (e.g., #1234)
Date
Order creation date
Customer
Customer name
Tier
Customer's tier at order time
Total
Order total amount
Cashback
Amount earned or pending
Status
Processing status
Status Indicators
✅ Processed
Green
Cashback awarded
⏳ Pending
Yellow
Awaiting processing
⏸️ Held
Orange
Flagged for review
❌ Failed
Red
Processing error
🔄 Reversed
Gray
Cashback reversed
Filtering Orders
By Status
All Orders: Complete list
Processed: Successfully awarded
Pending: Awaiting action
Failed: Need attention
By Date
Today
Last 7 days
Last 30 days
Custom date range
By Customer
Search by:
Customer name
Customer email
Order number
Order Actions
Process Cashback
For pending orders in manual mode:
Review order details
Verify customer and amount
Click Process
Confirm cashback award
Reverse Cashback
If cashback needs to be reversed:
Find the processed order
Click Reverse
Enter reason
Confirm reversal
Recalculate
If tier or settings changed:
Select order
Click Recalculate
Review new amount
Process if different
Order Details
Click any order to see:
Order Information
Full order number
Customer details
Order date and time
Payment status
Fulfillment status
Line Items
Products ordered
Quantities
Prices
Discounts applied
Cashback Details
Eligible amount
Tier at time of order
Cashback rate
Calculated amount
Processing status
Bulk Operations
Select Multiple Orders
Use checkboxes to select
Or "Select All" on page
Bulk Actions
Process All
Approve pending orders
Export
Download to CSV
Monitoring & Alerts
Dashboard Metrics
Orders processed today
Total cashback issued
Pending queue size
Failed orders count
Alerts
Get notified for:
Processing failures
High-value cashback
Unusual patterns
Best Practices
Daily Review
Check failed orders
Process pending queue (manual mode)
Monitor cashback totals
Investigate anomalies
Weekly Audit
Review processing accuracy
Check for missed orders
Verify customer balances
Export reports
Troubleshooting
Order Not Showing
Check date filter
Verify order is paid
Sync with Shopify
Check customer account exists
Wrong Cashback Amount
Review tier at order time
Check for excluded products
Verify discount handling
Recalculate if needed
Processing Failed
Check error message
Verify customer has account
Check tier assignment
Process manually if needed
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