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Staff Client Help v7.1

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2026-07-28 08:25:22 -04:00
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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform.htm">Open topic with navigation</a>
</p>
<div class="nocontent">
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" &gt; " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
<div role="main" id="mc-main-content">
<h1><a name="kanchor3782"></a><a name="IX_described_129"></a>Store Order Workform</h1>
<p>Use the Store Order workform to view details about individual orders and to issue refunds to the credit card account that paid the order. See <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>. Use the toolbar of the workform to:</p>
<ul type="disc">
<li>
<p class="FM_Task"><span class="FM_BulletHead">Print lists from this workform</span>&#160;- Select <b>File, Print, </b>or click <img alt="CreditCardPrint.gif" style="margin-bottom: -4.750pt;width: 25;height: 23;" id="image0" src="CreditCardPrint_25x23.gif" />.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Work with order details (products or payments)</span>&#160;- Click <img alt="CreditOrdDet.gif" style="margin-bottom: -2.250pt;width: 29;height: 29;" id="image1" src="CreditOrdDet_29x29.gif" />.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Work with order transactions</span>&#160;- Click <img alt="CreditCardTrx.gif" style="margin-bottom: -3.000pt;width: 28;height: 29;" id="image2" src="CreditCardTrx_28x29.gif" />. </p>
</li>
<li>
<p class="FM_Task">Workform views:</p>
</li>
<li>
<p class="FM_Bullet"><a href="Store_Order_Workform_-_Details_View.htm#XREF_89436_Store_Order">Store Order Workform - Details View</a>
</p>
</li>
<li>
<p class="FM_Bullet"><a href="Store_Order_Workform_-_Transactions_View.htm#XREF_32596_Store_Order">Store Order Workform - Transactions View</a>
</p>
</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
</tr>
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</table>
</body>
</html>
Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform_-_Details_View.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Store Order Workform" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform - Details View</title>
<!-- Global site tag (gtag.js) - Google Analytics -->
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform_-_Details_View.htm">Open topic with navigation</a>
</p>
<div class="nocontent">
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" &gt; " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
</div>
</div>
<div class="content">
<div role="main" id="mc-main-content">
<h1><a name="XREF_89436_Store_Order"></a>Store Order Workform - Details View</h1>
<p>Use the Store Order workform&#160;-&#160;Details view to list the details about a single credit card order, and to issue refunds. See <a href="../../Patron_Services/PPuseacct/View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>. Use this view to:</p>
<ul type="disc">
<li>Refund a selected payment&#160;- Select the payment in the Details list and click <img alt="CreditRefund1.gif" style="width: 22.613pt;height: 20.335pt;margin-bottom: -0.750pt;" id="image3" src="CreditRefund1.gif" />, or right-click the selected payment, and select <b>Credit Refund</b>&#160;from the context menu. You can specify a partial refund.</li>
<li>Refund a entire order&#160;- Click <img alt="CreditRefundAll.gif" style="margin-bottom: 0.000pt;width: 29;height: 25;" id="image4" src="CreditRefundAll_29x25.gif" />. The refund equals the net payments (net sale) on the order, and you cannot change the refund amount.</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
</tr>
</tbody>
</table>
</body>
</html>
Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform_-_Transactions_View.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference|Store Order Workform" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
<head>
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<meta charset="utf-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform - Transactions View</title>
<!-- Global site tag (gtag.js) - Google Analytics -->
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gtag('js', new Date());
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRStoreOrder/Store_Order_Workform_-_Transactions_View.htm">Open topic with navigation</a>
</p>
<div class="nocontent">
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" &gt; " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
<div role="main" id="mc-main-content">
<h1><a name="XREF_32596_Store_Order"></a>Store Order Workform - Transactions View</h1>
<p>Use the Store Order workform&#160;-&#160;Transactions view to see details about each transaction related to the order. See <a href="../../Patron_Services/PPuseacct/View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>. </p>
<p>To refund an entire order, click <img alt="CreditRefundAll00574.gif" style="margin-bottom: 0.000pt;width: 29;height: 25;" id="image5" src="CreditRefundAll00574_29x25.gif" />. The refund equals the net payments (net sale) on the order, and you cannot change the refund amount.</p>
<p>&#160;</p>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
</tr>
</tbody>
</table>
</body>
</html>