Purchases

What people have redeemed in the store and where the dispatch of each purchase stands.

Purchases screen with the search box, the status, item and location filters, the counters and the list of purchases with their status

What it is for#

This is where you follow every store redemption from the moment the person asks for it until it reaches them: who bought it, from which location, which item, for how many points and where the dispatch stands. The screen is titled Purchases and puts at the top whatever is waiting on you.

The most common task is marking as dispatched what you have already sent, with a single button on the row.

Where it is: Manage › Rewards › Purchases.

What you see#

The name of the project you are in is shown at the top.

ElementWhat it shows
Search…Filters the list as you type.
Status: allShows only purchases in one status: To dispatch, Cancellation requested, Cancelled after dispatch, Dispatched or Other status.
Item: allShows only purchases of one item.
Location: allShows only purchases by people at one location.
N purchasesHow many purchases match the current filters.
N to dispatchHow many are waiting for you to send them.
N points spentThe points those purchases add up to.
PersonName and email of whoever redeemed.
LocationTheir workplace.
ItemWhat they redeemed.
PointsWhat they paid.
StatusTo dispatch, Dispatched or another status.
DateWhen they redeemed it.
NotesThe purchase's internal notes.
Mark as dispatchedMoves the purchase to dispatched without opening the form.
EditOpens the purchase form.

The list is split into pages, with buttons to move between them.

Settings#

The Edit purchase form shows its number under the title and a summary at the top: who redeemed what, for how many points and at which location. Purchases are not created here: they are born when someone redeems in the store.

Edit purchase form with the redemption summary, the Dispatch status drop-down, the Cancellation requested tick box and the notes
FieldWhat it doesValues
Dispatch statusWhere the dispatch stands. The form itself points out that nearly every change is moving from In progress to Dispatched, and that the button in the list is there for that.Drop-down: — unassigned —, Pending, In progress, Dispatched, Received, Cancelled. Required.
Cancellation requestedFlags that this purchase must not be dispatched. The unit goes back into stock on its own as soon as you save.Tick box.
NotesTo leave a note about the dispatch. It only shows here: the person who bought it never sees it.Free text.

How to#

Mark as dispatched what you have sent#

  1. 1

    Filter what is pending

    In Status: all, choose To dispatch.

  2. 2

    Mark the purchase

    Click Mark as dispatched on its row.

Void a purchase that will not be sent#

  1. 1

    Open the purchase

    Click Edit on its row.

  2. 2

    Flag it

    Tick Cancellation requested and, if you like, explain why in Notes.

  3. 3

    Save

    Click Save. The unit goes back into the item's stock.

  4. 4

    Check the points

    This form says nothing about refunding points. If the person should get them back, see Point adjustments and redemptions.

Things to know#

  • Notes are internal. The person who bought the item does not see them: do not use them to write to them.
  • Cancellation requested puts the unit back in stock. The form says nothing about the points: check them before you consider the purchase settled.
  • The list and the form name the statuses differently: the list says To dispatch where the form says In progress.
  • Purchases are neither deleted nor created on this screen.

Related#