The order page in the Kustom Portal allows you to view and manage your orders efficiently. You can apply filters and customize the layout to display the most relevant information. You can also export a list of orders.
At the top of the Orders page, you can choose between All orders, Uncaptured, and Expires soon to quickly switch between different order views:
All orders: Shows all orders based on the filters you select.
Uncaptured: Shows only orders that are not yet captured.
When selecting Uncaptured, you will only see orders with the status Authorized, as these are the orders that remain uncaptured.
Status filtering is not available in this view.
Expires soon: Shows orders close to their expiry.
By default, this includes orders with the statuses Authorized and Partially captured.
You can change the status filter to All in this view if you want to see every order that is nearing expiration.
These options let you quickly navigate to the orders that need the most attention.
Filtering and customizing the order page
You can refine your view using various filtering and customization options:
Order status: In the top left corner, choose to display captured or uncaptured orders.
Filtering options: Use the dropdown menus to narrow your results:
Stores: Filter by the store where the order was placed.
Date range: Select a time period to view orders created within that range.
If you're unsure when the order was created, leave this unselected to search all orders.
Status: Filter orders based on their current status.
Search bar: Click the magnifying glass icon to search for orders using order numbers or customer details.
Customizing columns: Click the table icon to select or remove columns for a personalized overview.
These options help you quickly find and manage the orders that matter most.
How to export a list of orders
Exporting a list of orders can be useful if you would like to receive a list of orders that were captured, expired or refunded for a given timespan.
Follow these steps to export a list of orders from the Kustom Portal:
Open Kustom Portal and sign in.
Navigate to Orders in the menu.
Select the filters you would like to use for your exported list of orders. You can filter by:
Stores: Filter by the store where the order was placed.
Date range: Select a time period to view orders created within that range.
Status: Filter orders based on their current status.
Click on the download icon at the far right (the arrow).
Select if you would like to export a CSV or Excel file.
Opening the order drawer
To open the order drawer, simply click anywhere on the order row in the order view.
If you click directly on Merchant reference 1, Merchant reference 2, Order ID, or MID, that specific value will be copied to your clipboard instead of opening the drawer.