HelpCenter
Explore
Navigate from Order to Customer-Contact
  1. 365 Retail Markets
  2. 365 Catering (Spoonfed)
  3. Order Module
  4. Order Details Tab
Navigate from Order to Customer-Contact
Updated
Print
Scroll to Top
Table of Contents

Purpose

This article overviews how to navigate from the Order to Customer-Contact in the Back Office.
 

Process

To see Customer information or saved Credit Card or PO Number Payment Details while viewing an Order, there is a quick link that goes to the Customer's Profile:

  1. In the Orders Module, find the Order to edit.
     
  2. To View/Edit: Click the Order Number - or the three vertical dots on the right side of the row, then click View (or Jump To > Details). 
    Spoonfed - Reach Order View, Edit page.png
  3. In the Details tab, find the name of the Customer who placed the Order; click the name to open a new page of the Customer's Back Office Profile.
    Spoonfed - Details tab with Customer Contact highlighted.png
  4. On the Settings tab, information about the contact, including saved Payment Options are displayed. 
    To learn about adding Contact Payment Methods, please visit the Add and Edit Credit Cards in Contacts Guide.
    Spoonfed - Customer's Back Office Profile page.png
  5. Edit and View information about the Contact as needed.