How to view a customers' transactions from Connect Page
Access: Manager rights
Managers have special rights on the live shop site, which allows them to access the Connect page, where they can view a families transactions, cancel a Kindo Shop order a family has placed if it is before the cut-off time, or process a refund for a Kindo shop item.
Families can also view all their transactions using their 'transactions' option.
If you don't currently have access to our Connect page, and would like this functionality, please email our Helpdesk - helpdesk@kindo.co.nz
1. Log in to the Shop site and select the Connect tab.
2. Type the students first name into the Member field. (Alternatively you can type the Account holders surname in the family field. This may be different from the child's surname).
3. Select the correct student from the list, or if there is only one student with that first name it will automatically be selected.
The family details will appear at the top of the screen, followed by a list of all their transactions. This includes purchases, top up, refunds and cancelled orders, with the most recent transaction at the top.
Reading the transaction list
- Key details at a glance. Each row shows the main details of the transaction, so the list is quick to scan.
- Expand a row for everything else. Select a row to open it and see the full details. Nothing has been removed from the page; the extra detail has just moved into the expanded row.
- Details and Refunds tabs. An expanded purchase has a Details tab, which lists the items bought, and a Refunds tab, which lists every refund made against that purchase.
- Refunds link back to the purchase. From a refund, you can go straight to the purchase it came from. From a purchase's Refunds tab, select View refund to go to that refund.
- Load more. The most recent transactions show first. To see older ones, scroll to the bottom of the list and select Load more.
See the following articles on how to do various actions: