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Order drawer

The order drawer in the Kustom Portal is where you'll manage your orders, download packing slips and view the timeline

Updated over a week ago

Overview

The order drawer shows all key information about a specific order in one place.

You can view the order status, timeline, products, customer details and take the actions available for that specific order.


How to open the order drawer

You can open the order drawer from the Orders page in the Kustom Portal.

To open the order drawer:

  1. Log in to the Kustom Portal.

  2. Select Orders in the menu.

  3. Press an order to open the order drawer.

You can also open the order drawer in a separate window:

  • Hold Command (Mac) or Ctrl (Windows) or use middle mouse click when clicking an order.

  • This opens the order drawer in a new window which can be used for opening multiple orders at the same time.

If you click directly on the following fields, they will be copied to your clipboard:

  • Merchant reference 1

  • Merchant reference 2

  • Order ID

  • MID


What you can see in the order drawer

The top of the order drawer shows the main details of the order.

This information includes the following:

  • Order status such as authorized, captured, partially captured, refunded, cancelled, or disputed.

  • When the order was authorized (created).

  • When the authorization expires.

  • Kustom's order-ID.

  • Merchant reference 1 and merchant reference 2- These are your internal references.

Actions available in the order drawer

In the order drawer you are also able to take actions on an order.

The actions you see depend on the status of the order and include the following:

  • Capture, which is available for orders that have not been captured yet or partially captured orders. When a capture happens the customer will be charged and you will be paid for the order in accordance with your payout schedule.

  • Refund, which is available for orders that have already been captured. This refunds the order to the customer and the order will then be charged from your next payout.

  • Cancel, available for orders that have not been captured yet. This action cancels the order and refunds the customer if a charge has taken place.

  • Extend authorization. This extends the authorization time on the order and allows you more time before capture is needed. This function is only available for Klarna orders.

  • Duplicate order, which is used to create a new duplicate order in the Kustom Portal. Read more in our dedicated guide.


Timeline tab

The timeline gives you a complete history of everything that has happened to the order.

Each event shows the following:

  • The date and time

  • What happened (for example: authorized, captured, refunded)

  • The amount involved

  • The actions origin

The origin information helps you understand where the action happened.


If it was done through your system via API, the timeline will display API.

If it was done manually in the Portal, the timeline will show the email address of the user who performed the action.

Capture information

For captured or partially captured orders, you will see:

  • The amount captured

  • The remaining amount

  • Captured by who

  • All purchased products inc shipping cost (if provided)

  • A View logs button that opens the developer logs for that event

  • Any settlements connected to a capture

If the captured amount has already been included in a payout, you will see a settlement ID. You can click the settlement ID to go directly to the Settlements tab. If the system has not yet generated a settlement for that capture, no settlement information will appear.

Refund information

Refund entries include:

  • The refunded amount

  • Remaining amount

  • The specific products refunded

  • Refunded by who

  • A View logs button that opens the developer logs for that event

If multiple refunds have been made, you will see each refund listed separately.

Dispute information

If an order has been disputed the timeline will show the dispute status.

When you open the dispute you will see the following information:

  • The dispute reason

  • The reason code

  • The disputed amount

  • A View logs button that opens the developer logs for that event

  • The dispute ID

You can press the dispute ID or the dispute status to go directly to the dispute in the DIsputes tab.


Packing slip

On captured and partially captured orders you will see an option to print a packing slip, pressing the option allows you to download the packing slip in PDF format.


Details tab

The details tab shows the full breakdown of the order and the items included in the purchase, this is also where you can edit the order if needed.

The information includes the following:

  • Product names

  • Product references

  • Product type (for example: physical good, shipping fee, discount)

  • Quantity

  • Unit price

  • Tax

  • Amount

If you send product images through the API, they will be displayed here.

By clicking the pen icon you can edit an order.

The following fields are available for editing:

  • Merchant reference 1

  • Merchant reference 2

  • Order lines

  • Discount lines

Editing is available only when the order is authorized or partially captured.
You cannot edit an order that is captured, cancelled, or expired.


Customer tab

The customer tab shows all information related to your shopper.

The information available is:

Shipping information

  • Street address

  • City

  • Postal code

  • Country

  • Billing information

Customer information

  • Customer name

  • Email address

  • Phone number

At the bottom, you will see the payment method used, such as Klarna or Mastercard.

You can click the pen icon to edit customer information. Make sure to save your changes when you are done.

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