Order and quote history
The Orders and Quotes tabs give you a complete view of a customer's purchase and quote history without leaving the customer profile. Both tabs share the same layout and behavior -- the only difference is the data they display.
Viewing orders
The Orders tab shows every order the customer has placed. Orders display in a sortable, paginated table.
Column | Description | Sortable |
|---|---|---|
Order Id | The unique order identifier. Select it to view order details. | Yes |
Order Total | The total amount for the order. | Yes |
Order Date | The date and time the order was placed. | Yes |
Use the pagination controls to navigate through results. You can configure the page size to show 5, 10, 15, 25, 50, or 100 orders per page.
Order details
Select an order ID to open the order details modal. The modal displays a formatted summary of the order including items, totals, and shipping information. Select Go to Order to open the full order review page in a new tab for complete order management.
Viewing quotes
The Quotes tab uses the same table layout as orders. A quote is a pending order request submitted by a customer who has the Allow Quote Request setting enabled on their account (configured in the Billing tab). Quotes can be reviewed by your team and converted into orders.
Column | Description | Sortable |
|---|---|---|
Order Id | The quote identifier. Select it to view details. | Yes |
Order Total | The quoted total amount. | Yes |
Order Date | The date and time the quote was submitted. | Yes |
If a customer frequently submits quotes, you can streamline their workflow by enabling Auto Approve Purchase Order on their billing settings so approved quotes convert to orders without manual intervention.
Related pages
Customers overview -- capabilities summary and page navigation
Billing addresses and payment settings -- checkout controls including quote requests