This feature was introduced in Znode 9.9

TABLE OF CONTENTS

• Commerce Portal Order Edit - Notes / Log Introduction
• Log Entries Automatically Created

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Commerce Portal Order Edit - Notes / Log Introduction

Navigate to: Commerce Portal Pages >  Order Edit - Notes / Log

System-defined logs will be generated for every action related to an Order. 

All the notes and logs that will be generated will be displayed in the Notes/Logs screen with the data in the following columns:

• Date
• Time
• Created By
• Note Details
• Actions (will be available for all the manually added notes and not for system-defined notes).
  • Edit
  • Delete

Notes and Logs can be filtered based on system-defined views:

• Order Notes
  • All notes with type = Order Notes will be displayed in this view.
• Order Status Changes
  • All notes with type = Order Status Change will be displayed in this view.
• Ownership Changes
  • All notes with type = Ownership Change will be displayed in this view.
• Flag Changes
  • All notes with type = Flag Change will be displayed in this view.
• Price Changes
  • All notes with type = Price Change will be displayed in this view.
• All Changes
  • All notes with type = Change will be displayed in this view.
• View All
  • All notes and logs will be displayed in this view.
    
    

Users will be able to add Order Notes using the “Add Note” button in the Notes and Logs section.

• Add Order Note
  • Log Type: Order Notes
  • Log Generated:
    • New Activity

      • Order Note Added - <NoteDetails>

    • Update Activity

      • Order Note Changed from <OldNoteDetails> to <NewNoteDetails>

    • Delete Activity

      • Order Note Deleted - <NoteDetails>

Log Entries Automatically Created

Commerce portal logs changes made by users to the order notes / log. The following are the logs that will be automatically created:

• Create New Order
  • Log Type: Order Status Change
  • Log Generated:
    • New Activity
      • “Order Created. Origin: <Origin> - Order Class: <Class> - Order Type: <OrderType>”
• Owner
  • Log Type: Ownership Change
  • Log Generated:
    • New Activity
      • “Ownership Set to <FirstName> <LastName>”
    • Update Activity
      • “Ownership Changed from <OldFirstName> <OldLastName> to <FirstName> <LastName>”
    • Delete Activity
      • “Ownership Set to <Unassigned>”
• User Groups
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • "User Group Added - <UserGroupName>
    • Delete Activity
      • User Group Removed - <UserGroupName>
• User
  • Log Type: Order Change
  • Log Generated:
    • Update Activity
      • User Changed from <OldFirstName> <OldLastName> to <FirstName> <LastName>”
• Account
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Account Added - <AccountName>
    • Update Activity
      • Account Changed from <OldAccountName> to <NewAccountName>
    • Delete Activity
      • Account Removed - <AccountName>
• Order Type
  • Log Type: Order Change
  • Log Generated:
    • Update Activity
      • Order Type Changed from <OldOrderType> to <NewOrderType>
• Order Status
  • Log Type: Order Status Change
  • Log Generated:
    • New Activity
      • “Status Set to <NewStatusName>”
    • Update Activity
      • “Status Changed from <OldStatusName> to <NewStatusName>”
• Order Flags
  • Log Type: Flag Change
  • Log Generated:
    • New Activity
      • Flag Added - <FlagName>
    • Update Activity
      • "Flag Checked - <FlagName>
      • Flag Unchecked - <FlagName>
      • Flag Overriden - <FlagName>
      • Flag Changed from Overridden to Open - <FlagName>"
    • Delete Activity
      • "Flag Deleted - <FlagName>
• Add Product
  • Log Type: Product Change
  • Log Generated:
    • New Activity
      • Product Added - <SKU> - <NAME> QTY: <Quantity>
    • Product Updated
      • Product Changed from <OldSKU> - <Name> QTY: <Quantity> to <NewSKU> - <Name> QTY: <Quantity>
    • Delete Activity
      • Product Deleted  - <SKU> - <NAME> QTY: <Quantity>
• Product Quantity
  • Log Type: Product Change
  • Log Generated:
    • Update Activity
      • Product Quantity Changed  - <SKU> - <NAME> from <OldQuantity> to <NewQuantity>
• Product Price
  • Log Type: Price Change
  • Log Generated:
    • Update Activity
      • Product Price Changed - <SKU> - <NAME> QTY <Quantity> - from <OldPrice> to <NewPrice>. Reason For Price Change - <message>.
• Product Status
  • Log Type: Product Change
  • Log Generated:
    • New Activity
      • Product Status Set - <SKU> - <NAME> to <NewProductStatus>
    • Update Activity
      • Product Status Changed - <SKU> - <NAME> to <NewProductStatus>
• Product Flags
  • Log Type: Product Change
  • Log Generated:
    • New Activity
      • Product Flag Added - <SKU> - <NAME> - <FlagName>
    • Update Activity
      • Product Flag Checked - <SKU> - <NAME> - <FlagName>
      • Product Flag Unchecked - <SKU> - <NAME> - <FlagName>
      • Product Flag Overriden - <SKU> - <NAME> - <FlagName>
      • Product Flag Changed from Overridden to Open - <SKU> - <NAME> - <FlagName>"
    • Delete Activity
      • Product Flag Deleted - <SKU> - <NAME> - <FlagName>
• Ship To Address
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Shipping Address Set to <AddressNickName>
    • Update Activity
      • Shipping Address Changed From
        <OldAddressNickName> to
        <NewAddressNickName>
• Shipping Method
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Shipping Method Set to <ShippingMethod>
    • Update Activity
      • Shipping Method Changed from <OldShippingMethod> to <NewShippingMethod>
• Bill To
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Billing Address Set to <AddressNickName>
    • Update Activity
      • Billing Address Changed from <OldAddressName> to <NewAddressNickName>
• Payment Type
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Payment Type Set to <PaymentType>
    • Update Activity
      • Payment Type Changed from <OldPaymentType> to <NewPaymentType>
• Coupons
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Coupon Added - <CouponCode>
    • Delete Activity
      • Coupon Removed - <CouponCode>
• Vouchers
  • Log Type: Order Change
  • Log Generated:
    • New Activity
      • Voucher Added - <VoucherCode>
    • Update Activity
      • Voucher Removed - <VoucherCode>
• CSR Discount
  • Log Type: Price Change
  • Log Generated:
    • New Activity
      • CSR Discount Set to <Amount>
    • Update Activity
      • CSR Discount Changed from <OldAmount> to <Amount>
    • Delete Activity
      • CSR Discount Removed <Amount>
        
• Notes/Logs can be exported to CSV or Excel