My orders and order tracking

How it works

My orders collects a signed-in customer's quotes and orders. Track your order opens a specific record from its tracking link. These entry points serve different needs.

A tracking link doesn't expire and cannot sign a quote. Keep the signature request separate when you need the customer to approve the document.

With the portal on, the redirect also applies when a signed-in customer opens an order's page or order tracking. They don't need to find a different link first.

The customer portal includes conversations, documents, and warranty information as well as quotes and orders. The guest tracking page focuses on the linked record.

Where you'll see it

Links from your store

A My orders link can be part of your store menu. The Quote Cart Drawer also has a My Quotes URL setting. Use theme setup for the storefront entry points.

The quote request page offers Your orders. After a request, See your request opens the portal for its signed-in owner. The customer can return to the same request after your team has priced it.

Keep these entry points consistent with the way your store handles requests. A customer who expects a final order may actually be opening a quote that still needs your attention.

My orders

When the portal is off, My orders lists the signed-in customer's quotes and orders with their public status. Opening a record provides its detail view.

The detail page directs the customer to reply to the store's email for a message or change request. It can also offer Pay Remaining Balance.

A customer's quantity changes and removed items on a storefront quote are recorded on the order timeline. Review those changes before continuing work on the request.

That behavior concerns a storefront quote. Don't explain it as permission to freely edit every placed order. For staff-managed changes, use customer change requests.

Track your order

The page heading is Track your order, with a My orders link. The customer sees the items and total for the linked sale.

A quote still being priced shows Being priced instead of a final total. A note explains the pricing state. Direct a pricing question to the store before asking the customer to pay.

The Messages box tells guests to sign in to open a live chat from My orders. Its controls are Sign in to message and Go to my orders.

The tracking link itself doesn't sign the customer into the store. That distinction matters when someone can view an order but cannot enter its conversation.

Balance payment

The tracking page can show Pay Remaining Balance, Contact store to pay, or Payment received. The customer's next action depends on which message appears.

Pay Remaining Balance leads toward payment. Contact store to pay directs the customer back to your team. Payment received means the page isn't asking for that payment again.

See how customers sign and pay for deposits, signature requirements, and payment holds. Read the actual page message before offering another payment link.

The choices you have

You choose whether the customer portal is available under Portal access. When it is on, signed-in customer entry points lead there. When it is off, the separate pages remain available.

You also choose where customers find tracking in your emails. The Track order link merge field supplies the record's tracking link. Use email blocks and merge fields when editing the design.

Order progress uses customer-facing status information. Keep that wording clear with order statuses, especially when your internal workflow has more stages than customers need.

A customer asking where their table is needs an understandable stage and the next update. They don't need your internal purchasing checklist copied into a status label.

Do it

Use theme setup for customer entry points. Read The customer portal for the destination after sign-in, or customer troubleshooting when a link or payment is blocked.