Skip to content

Orders and buyer details

The Orders page lists every order imported from your stores, newest first. Everyone in the organization can see it.

Finding orders

  • Search by order number, with or without the store's prefix (1001 or MPG-1001).
  • Filter by store, status and date. Dates follow each store's own time zone.
  • Bookkeepers, Admins and Owners can also search by a buyer's email to see all of that buyer's orders.

An order's page

Each order shows:

  • its items, with SKUs (needed to match QuickBooks items),
  • shipping, fees and coupons,
  • the tax charged, rate by rate,
  • refunds, with their reasons,
  • payment method and dates,
  • the buyer (Bookkeepers and above),
  • its history: when it was imported and how, and every change the store sent.

Open in WooCommerce takes you to the order in your store. Refresh from store (Bookkeepers and above) checks the order against the store right away.

Orders deleted in the store stay in Iris, marked Deleted in store.

Recording orders in QuickBooks comes next. Until then Iris imports and keeps orders, but doesn't post them.

Buyer details

Iris keeps only what it needs from each order: the buyer's name, email and billing address. It doesn't keep phone numbers, shipping addresses or order notes. Buyer details are stored encrypted.

Viewers see orders without buyer details.

Erasing a buyer's details

When a customer asks you to delete their personal information, an Owner or Admin can erase it from Iris:

  1. On Orders, choose Erase a buyer's details.
  2. Enter the buyer's email and choose Find orders. Iris shows how many orders have it.
  3. Optionally add a request reference, such as a ticket number. Don't put the buyer's name or email in it.
  4. Tick the confirmation and choose Erase details.

Iris erases the name, email and billing address on every order with that email in this organization. Amounts, items and history stay, so your records still add up. If the store sends one of those orders again later, Iris doesn't bring the details back.

The Erasure log records when, by whom, how many orders and your reference, never the buyer's details.

Erasing in Iris doesn't change your store or QuickBooks. Delete the buyer's details there too, following your privacy policy.