Managing Participant Orders
Overview
The Orders tab allows administrators to manage all product orders associated with a participant. From this tab, you can view existing orders, add new products, update quantities and prices, remove products, and monitor potential errors related to payment methods.
Step-by-Step Approach
1. Access the Orders Tab View
- Open the participant’s detail view from the Participants module.
- Navigate to the Orders tab.
- The Orders tab displays a list of all orders associated with the participant.
2. Add a Product for the Participant
- Click the option to add a new product.
- Select the desired product from the select field available on the pop-up window.
- Enter or edit the quantity and price as required.
- Confirm the entry to add the product to the participant’s order list.
3. Remove a Product
- Click the trash icon on the product pop-up to remove a product from the order.
- Confirm the removal if prompted.
4. Monitor Errors
- If no payment method is set up for the participant, possible errors or warnings may appear when adding products.
- Ensure a valid payment method is configured to avoid errors during order processing.
Summary
The Orders tab centralizes all order management for a participant. Administrators can view, add, edit, or remove products, adjust quantities and prices, and monitor potential payment errors—all from a single interface.