You can adjust Shop orders for a camper on their Camper Profile page. First use the search bar to navigate to their Profile Page by searching for them by name.
Click on the name of the camper to go to their profile.
Once on the Camper Profile, click on the Yearly tab.
Next, click on the Shop Orders tab.
Here on the Shop Orders tab, you can see a history of the items the camper has ordered so far this year.
Here you can:
Add new orders
Edit Existing orders
Delete existing orders
Add a new order
To add a new order, click on the "Add order..." button.
First, select the Status you would like to give to this new item. Statuses can be created on the Store Dashboard. For more information on creating Statues please see: How to add Shop Locations, Sizes, Colors, Tags, and Statuses
When finished assigning a status, click on "+ Add item..."
Here you will need to:
- Select the item to add to this order. This item must already exist in the Camp Shop. For more information on adding an item to the Shop please see: How to Add a Camp Shop Item
- Select the quantity of the item you would like to add to the order.
- If this items charge will be added to a payment schedule to be paid at a later time, select the payment schedule to add to. The family must already be on a payment schedule for this option. If the family is not on a payment schedule, the payment for this item will need to be processed manually on the Family Profile page> Financial tab. For more information on making a manual transaction please see: Family Profile: Transactions Tab
When finished, click on the first "Add to order" button in the gray area.
The item is now added to this order. If you need to continue adding items to this order, click on the "+ Add item..." button and repeat the above process as needed.
Adjust Sizes and Colors as needed with the dropdown items.
To remove an item from the order, double click on the red delete icon to the far right of each item.
If you are done adding items to this order, click on the remaining "Add order" button.
Once an order is added to the profile, it will appear in the list of orders for this year.
Please keep in mind that adding an order here on the Camper Profile page does not automatically transact funds from any method of payment that the parents may have on file.
Orders here must be added to a payment schedule to be paid over later calendar dates via the invoice and auto pay system, or funds must be transacted manually through the Family Profile page> Financial tab.
Edit an Existing Order
Double click on the pencil icon to the far left of an existing order to edit the order details.
From this edit screen you can:
Update an items status
Add a new item to this order with the "+ Add item..." button
Change the Sizes or Colors of an item in the order with the dropdown optioins.
Delete an item from the order by double clicking on the red delete icon to the far right.
Updating an Items Status
When an item's status changes, you will want to update that status here on the Camper Profile page. Changing this status will be reflected in the Order Report.
Click on the dropdown and choose a new status.
Click "Update order" when done.
Return or Refund an Order
If you need to refund or return an item, first we recommend editing the orders status.
In this case, it could be helpful to create a custom status that items can be set to under the Camp Shop Dashboard. Please see here for how to create a new status for Camp Shop items: How to add Shop Locations, Sizes, Colors, Tags, and Statuses
Once your new status is set, click. "Update order" to update the orders status.
To remove the charge for this order, you will need to navigate to the Family profile page > Financial tab > Transactions tab and locate the items charge under the campers charges for this year.
Double click on the blue "i" icon next to the charge to bring up the transaction details.
From here, choose to reverse the transaction.
After confirming to reverse the transaction, you will need to give a reason for the reversal. When done, click "OK".
The transaction is now reversed and the charge has been removed from the family account.
Reversing a transaction does not refund payment already made to you for the transaction.
If you need to refund the money for a returned item, you will need to create a "New refund" on the right side of the Family Profile Financial tab. For more information on how to create a custom refund, please see: Refunds
Delete an Order
To delete an order, double click on the red delete icon to the far right of an order.
You will see a pop up warning when deleting an order that will state: "Deleting this order will not automatically adjust related charges or payments. Please make any needed financial changes in the Financial tab of the Family profile."
Deleting an order from the camper profile will reverse the charge on the family profile.
Deleting an order will not refund any funds, refunds will always need to be issued manually on the Family Profile Financial Tab as demonstrated above in this article.
Please be sure to make all adjustments needed to the Family Profile> Financial tab after deleting an order.