LL - How to view and export a list of orders in sticky

Simplifying Order Lookup in Sticky

1. Introduction

   • Explanation of different ways to look up orders in Sticky.

     Method 1: Date Range Search

   • Search for orders between specific dates (e.g., May 16th to May 19th).
   • Export the list and filter out unwanted products.

   • Limitation: Can only pull a thousand orders at a time.

     Method 2: Product ID Search

   • Search for orders by specific product IDs (e.g., Total Net Cream).
   • Obtain product IDs from the Products section.

   • Note: Product IDs need to be written down for reference.

     Execution Steps

   • Go to the Products section and find the desired product (e.g., Total Neck Cream).
   • Write down the product IDs associated with the product.
   • Return to the Customers section and click on Orders.
   • Expand services and input the product IDs to filter orders.

   • Set the date range and click Show Results to view filtered orders.

     Additional Tips

   • Filter out declined orders by looking for "Approved" payments.

   • Export the filtered orders by sorting and selecting the export option.

     Conclusion

   • Export the filtered orders for further analysis.

Link to Loom

https://www.loom.com/share/52448bc210974337bbedc2cc15468a00