Staff Client Help v7.3 - v8.0
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<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>
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<h1><a name="kanchor5062"></a><a name="IX_described_129"></a>Store Order Workform</h1>
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<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>
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<ul type="disc">
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Print lists from this workform</span> - 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>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Work with order details (products or payments)</span> - Click <img alt="CreditOrdDet.gif" style="margin-bottom: -2.250pt;width: 29;height: 29;" id="image1" src="CreditOrdDet_29x29.gif" />.</p>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Work with order transactions</span> - Click <img alt="CreditCardTrx.gif" style="margin-bottom: -3.000pt;width: 28;height: 29;" id="image2" src="CreditCardTrx_28x29.gif" />. </p>
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</li>
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<li>
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<p class="FM_Task">Workform views:</p>
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</li>
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<li>
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<p class="FM_Bullet"><a href="Store_Order_Workform_-_Details_View.htm#XREF_89436_Store_Order">Store Order Workform - Details View</a>
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</p>
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</li>
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<li>
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<p class="FM_Bullet"><a href="Store_Order_Workform_-_Transactions_View.htm#XREF_32596_Store_Order">Store Order Workform - Transactions View</a>
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</p>
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</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<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 name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform - Details View</title>
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<h1><a name="XREF_89436_Store_Order"></a>Store Order Workform - Details View</h1>
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<p>Use the Store Order workform - 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>
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<ul type="disc">
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<li>Refund a selected payment - 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> from the context menu. You can specify a partial refund.</li>
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<li>Refund a entire order - 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>
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</ul>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<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 name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRStoreOrder.fm" /><title>Store Order Workform - Transactions View</title>
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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>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_32596_Store_Order"></a>Store Order Workform - Transactions View</h1>
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<p>Use the Store Order workform - 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>
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<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>
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<p> </p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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