Cloud Dashboard

Orders

Orders (Purchases)

Overview of orders (purchases)

Here we explain how you can view and manage your purchases in your scango.ch dashboard. Purchases are updated in real time, so you don't have to reload the page to see the latest information.

Display orders

Purchases are displayed in a table with the following values:

  • Icon Payment method: payment method card or cash is displayed Icon color: Green = successful, red = unsuccessful
  • Date: The date on which the purchase was made.
  • Total: The total value of the purchase.
  • Store: The store where the purchase was made, if several stores are recorded.
  • Products: The products included in the purchase.

By clicking on a purchase, you can view the details of the purchase. If you want to cancel an order, click on the waste garbage can icon next to the relevant purchase. The purchase remains in the system as canceled.

Search for products

You can use the Product search input field to search for purchases containing the relevant product. To do this, enter the product name or individual words of the name. The search is carried out automatically.

Filter options

Filter the displayed purchases using various criteria to quickly find the information you need.

You can define the desired time period using preset date ranges or by entering a custom date range directly:

The other available filter options are:

  • Payment status: Displays purchases that have a specific payment status. The statuses are recorded here by Payment Acquirer, therefore in English.
  • Payment method: Shows purchases that were made with a specific payment method (e.g. Postcard, MasterCard, TWINT, etc.).
  • Payment method: Shows purchases that were processed using a specific payment method (e.g. PayTec terminal, cash payment, gift card).
  • Stores: If several branches are recorded, you can filter purchases according to the respective branch.
  • Suppliers: Only shows sales in which the selected supplier is involved in each case.

Export CSV

If you want to export the purchasing data for further analysis or accounting purposes, you can do this by clicking on "Export as CSV". After clicking, you can still define the export in terms of time period and other criteria. The purchases according to this filter are then downloaded in a CSV file that you can open in spreadsheet software.

Individual purchase

The individual view of a purchase in the scango.ch dashboard allows you to view detailed information on each purchase and clarify any problems or questions.

Purchase information

  • Purchase ID: A unique identification number for the purchase (e.g. #68b8c8b5-3afe-4463-bdae-eefcad69a6ec).
  • Date and time: Date and time when the purchase was made (e.g. Saturday, March 18, 2023, 16:11)
  • Show receipt: A link to view or download the receipt of the purchase.
  • Payment was successful: This button appears if a purchase has not been completed, for example because the selected payment method was not accepted or the payment was not completed within the required time (timeout). By clicking this button, the purchase can be manually confirmed afterwards. After clicking, the system displays a security confirmation asking whether the purchase should really be recorded as successful.

Purchase status

Payment status: The status of the purchase or payment completion

  • successful - successfully completed
  • pending - payment process open
  • timeout - time limit for payment has been exceeded and purchase automatically canceled
  • canceled - payment process was actively canceled by the customer: click on cancel purchase
  • failed - payment process was not successful and was then automatically canceled

Purchase details

The purchased products are listed in tabular form, together with the following information:

  • Quantity: The number of units purchased of a particular product.
  • Products: The name of the product purchased (e.g. UrDinkel-Kringel 500g).
  • Price: The price of the purchased product (e.g. CHF 6.90).
  • VAT: The VAT of the purchased product (e.g. CHF 0.17).
  • Category: The category to which the purchased product belongs (e.g. bakery and confectionery).
  • Supplier: The supplier of the purchased product (e.g. bakery).

Payment details

The summary of payment information includes:

  • Net total: The total amount of the purchase excluding VAT (e.g. CHF 6.73).
  • VAT: The total amount of VAT for the purchase (e.g. CHF 0.17).
  • Total amount with VAT: The total amount of the purchase including VAT (e.g. CHF 6.90).
  • Payment method: The payment method used and the amount paid (e.g. Total paid with cash: CHF 6.90).

Customer manual entry

These entries are created when customers scan products whose EAN or QR code has not yet been assigned to a product. This can also occur if a producer or supplier has changed the code and the product data has not yet been updated.

If assigning these entries is important for your processes, for example for supplier settlement, you can assign the item to a supplier afterwards by selecting the appropriate supplier for the corresponding purchase:

Once a supplier has been assigned, the name of the product entry changes to “Supplier Name Manual Product Code Entry”. This ensures that the manual entry remains traceable while no longer appearing as an unprocessed customer manual entry: