Help Centre / Orders and Customers
Orders and Customers
Manage orders, customer details and fulfilment workflows.
Orders and Customers
View and manage customer orders
Use Payments as the verified record for customer payment activity and fulfilment checks.
Orders and Customers
Manage customer information and leads
Find contacts collected through Selstack links and use their context for responsible follow-up.
Orders and Customers
Open and understand an order
Read the status, customer, items and payment summary correctly.
Orders and Customers
Understand merchant payment statuses
Know when to fulfil, wait or ask the customer to retry.
Orders and Customers
Fulfil a physical product order
Verify, prepare and communicate a physical delivery.
Orders and Customers
Deliver a digital order safely
Check payment and provide the correct customer access.
Orders and Customers
Issue a refund from an order
Review the transaction and use the authorised refund action.
Orders and Customers
Open and Read an Order Detail
Work from the correct Selstack order or contact to confirm the reference, customer, items, amounts, status and fulfilment context without exposing customer information.
Orders and Customers
Understand Order and Payment Statuses
Work from the correct Selstack order or contact to distinguish attempts, pending outcomes, successful payments, failures and refunds without exposing customer information.
Orders and Customers
Search for a Customer Order
Work from the correct Selstack order or contact to locate an order using safe customer and transaction information without exposing customer information.
Orders and Customers
Issue a Refund From the Correct Order
Work from the correct Selstack order or contact to verify policy and transaction context before using the authorised refund path without exposing customer information.
Orders and Customers
Record and Complete Order Fulfilment
Work from the correct Selstack order or contact to verify payment, complete delivery in the business fulfilment process and retain evidence against the Selstack order reference without exposing customer information.
Orders and Customers
Open a Customer Contact Record
Work from the correct Selstack order or contact to review customer identity, source, offer and relevant history without collecting unnecessary data without exposing customer information.
Orders and Customers
Review the Context Behind a Lead
Work from the correct Selstack order or contact to connect the submitted answers to the exact form, offer and follow-up expectation without exposing customer information.
Orders and Customers
Understand the Customer Purchases Portal
Work from the correct Selstack order or contact to see how customers access purchase history, delivery context and eligible actions without exposing customer information.
Orders and Customers
Enable and Manage Reviews for an Offer
Work from the correct Selstack order or contact to turn reviews on or off per offer and respond without exposing customer information without exposing customer information.
Orders and Customers
Collect Safe Evidence for an Order Problem
Work from the correct Selstack order or contact to assemble reference, time, amount, status and fulfilment evidence for support without exposing customer information.
Orders and Customers
Manage Course Students and Certificates
Find a learner, review progress and access, resend the welcome route, export the roster and verify a completion certificate.