Order history lets you check orders recorded in Spotilla's Order portal. The history is shared across your customer account: it shows orders placed by all users, not just your own. Viewing products, viewing order history and ordering products are separate permissions. These instructions apply to the browser interface.
Opening and checking order history
- Select Order portal in Spotilla's top bar.
- Select Order history from the toolbar at the top of the portal page.
- Orders appear as collapsed sections, from newest to oldest. Open the section you want by clicking its Ordered at date heading.
- Check Ordered by, the products and their Amount. Additional order information shows the text entered in the Delivery address and billing reference field when the order was placed.
- Compare the details with the order confirmation you received. If there are several orders on the same day, identify the correct order by the person who placed it, the products, quantities and additional information.
The history has no search fields for the person who placed the order or the date. If there are no orders, the view displays No previous orders.
What does the history tell you, and what does it leave out?
The product quantity is the quantity saved with the order. However, the product name, model and image come from the current product catalogue. If a product has been removed from the catalogue, its row may be missing from the history even though the order is still recorded. If the user details of the person who placed the order can no longer be found, their name cannot be displayed.
The history does not show the original prices, the order confirmation recipient's email address or the delivery status. Keep the email confirmation for comparison. The Ordered at date indicates when the order was recorded, not the delivery date or when delivery was completed.
The history has no function for editing or cancelling an order. Use the order details to discuss any questions about delivery or correcting the order with your Spotilla contact.
Ordering a product again
Each visible product in an expanded order section has an Order again button. It opens that product's current details. It does not copy the entire previous order or send a new order.
The quantity in the product form defaults to the product's current batch size, not the quantity previously ordered. Check the quantity, current prices and any monthly license charge before selecting Add to cart in the product form. If the same product is already in the shopping cart, the added quantity increases its quantity.
Delivery and confirmation details for the new order are entered separately. Check the final summary before sending the order. Placing an order and accepting the terms of order are described in Ordering products from the Order portal.
Checking ordering permissions
A manager user can view the portal's products and shared order history without permission to place orders. Without ordering permission, Add to cart in the product form and Send the order in the order summary are unavailable. The presence of the Order again button alone does not indicate permission to place orders.
Ask an administrator to check the user's manager roles as follows:
- Open Manage user accounts → User roles from the side menu and click the pencil icon on the row of a manager role the user belongs to.
- Find Access rights to folders and their contents in the form. If the permission settings are not visible, select Role grants permissions for folder and other content.
- Expand the Other management group in the permission settings and check Create on the Order portal row. This option grants permission to order products. Read is always allowed; Edit and Delete cannot be selected.
- Check the role's user selection to make sure the correct user belongs to the role, and save the changes using the form's Save button.
A change to a role affects all users who belong to it. Permissions accumulate across the user's manager roles: ordering permission may come from another role even if Create is disabled in one role. Permissions for the standard product register or warehouse alone do not grant permission to place orders in the portal.
After the change, reopen the portal as the user and check that Add to cart is available in the product form. You do not need to test the permission by sending an order. General role management is described in Defining manager permissions.
If the confirmation is missing or the result of sending the order is unclear
Reopen order history to fetch the latest orders. Before placing the order again, compare the most recent matching entry with the order you sent, using the person who placed it, the products, quantities and additional information. The order is saved before the confirmation is processed for sending, so a missing email or a sending error alone does not mean that the order was not recorded.
The confirmation is sent to the address entered in the E-mail address for order confirmation field in the order summary. You cannot check the address in the history: check the details you entered when sending the order or the recipient details of the confirmation you received. If the result remains unclear, contact your Spotilla contact before sending a new order.