Editing AbanteCart customer transactions

Should you need to edit an AbanteCart customer transaction, you can do so from the admin dashboard.

Log in to the AbanteCart Admin dashboard and then find the customer whose transaction you wish to edit.

Customer listing

The dashboard home page displays a list of the ten most recent orders and customer registrations. You can access all customer records by clicking the Customers icon, selecting Sales > Customers from the sidebar or you can search for a customer using the search bar at the top of the page.

Search bar

To edit the customer record, use the Edit icon on the right of the screen.

Edit button

A dropdown menu will appear. You can select a quick view of the customer record, edit the customer details or edit the customer’s transactions. Select Transactions to continue.

Transactions menu

The Customer’s transactions tab allows you to add, edit and manage customer transactions.

Transactions tab

Use the command bar at the top of the screen to manage transactions. You can view the customer’s current balance, view their order history, act on behalf of the customer, add a transaction and filter the transaction view to a date range of your choice.

Command bar

Acting on behalf of the customer will redirect you to the storefront customer account page, with full access.

Storefront

Use the Plus button to add a transaction.

Plus button

In the Insert New Transaction panel which appears, you can increase or decrease the customer’s balance, notify the customer of the change and annotate the transaction with internal or customer-facing messages.

Insert New Transaction page

When you’ve created the new transaction, click Save to continue. Once saved, the new transaction will be listed on screen.

Updated transaction

Click the View icon to the right to view the transaction details.

View button

Find out more

For more information about AbanteCart, please visit http://www.abantecart.com and HostPapa’s knowledge base.

For further questions or if you need help, please open a support ticket from your HostPapa Dashboard. Follow this link to learn how.

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