AudienceView Connect

Updating Order Details in a Batch

You can update the details on an order, such as the order type, delivery method and donation details, if you have the permission to do so.

To update order details, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Orders tab.
    The Orders|Query Select page appears.
    Your organization may have additional queries created using the Business Intelligence and Reports application.
  3. Select General Order Update from the Order Update section.
    The query opens in the Orders|Order Update page.
  4. Search for the orders that you want to work with. For more information, refer to Searching for Orders to Update in a Batch.
    The select orders section appears.
  5. To update only selected orders, in the select orders section, select the check box next to each order that you want to update.
    Click 'Select All' to select all of the orders on the current page. This will not select orders on other pages. If you want to update all of the search results, you can choose 'Update All' at the end of this procedure.
  6. If applicable, use the table below to complete the select order updates section. For more information, refer to Select Orders Section.
  7. If applicable, use the table below to complete the Update Donation section. For more information, refer to Update Donation Section.
  8. To add additional items to the order such as new donations or miscellaneous items, refer to Adding Donations to Orders in a Batch and Adding Miscellaneous Items to Orders in Batch.
  9. Choose an option:
    If Then
    you selected specific orders to update, click 'Update Selected'.
    you want to update all orders returned in your search results (including results found on multiple pages) click 'Update All'.

    The batch results section appears indicating the progress of the batch. When completed, Batch Run Completed! appears.