Customer service signs in with the one Soapy login. Opening a customer record asks for your authenticator code at that moment.
Order
Placed
Status
Items
Storefront
Total
No orders match.
Refunds owed
There is no payment provider connected yet, so
refunds are paid by hand from the bank. Marking one settled records that you did it — it
does not move any money.
Order
Cancelled
Reason
Storefront
Amount
No refunds outstanding.
Credit notes to issue
A cancelled order that already had an invoice
issued needs a credit note — the invoice itself stands and is never deleted. Issuing the
credit note is not built yet; this is the list of what is waiting.
Invoice
Order
Reason
Requested
By
No credit notes pending.
Order
Items
Customer details are not shown by default.
The name, address, email and phone are encrypted in the vault. Revealing them is a
separate, individually logged action: you open a case against this one order,
which gives you access to this record — and only this record — for a limited time.
Every case is recorded with your reason and shows up in the owner's alerts.
For a question about an order that hasn't shipped yet, the fulfilment screen's enquiry
tab answers it without opening a case.
10–200 characters. Don't paste the customer's email or phone here —
this text is kept so the access can be reviewed later, and it is erasable, unlike the
audit trail itself.
Required again here: opening a case is a deliberate act, not something
a browser left open can do on its own.
Customer
The previous address is kept — corrections are appended, never
overwritten. The packer is told to print a fresh label.
To change a name, email, phone or the customer's order note,
escalate: there is no path to those here by design.