Related orders
When you review an order, it helps to see the customer's other orders, and any other accounts that look like the same person.
Finding related orders
On the order's page, choose Find related orders at the foot of the customer's card. In quick view, choose the Order history tab. Both show the same. You need permission to view customers.
What it shows
- This account
- The customer's other orders, 20 at a time. Each shows when it was placed and how long before this one, what was in it (with Same items as this order when it matches), its status, and who approved or rejected its items. Click an order's number to open it in a new tab.
- Other accounts that match
- Other customers whose details match this one's. Each says Matches on personal details or Matches on location only, what matched and what didn't, like Same email and date of birth and Different delivery address, and their orders. Open account opens their record.
A customer's first order says so, and an order placed without an account has no account to compare.
These checks don't verify who anyone is. A match is a reason to look closer, not proof it's the same person.
How accounts match
Priorly compares the details on each order: name, email, date of birth, phone number, payment card, delivery address, postcode, the IP address and its range, the browser, and any discount code. Each detail counts for more or less, and an account shows when what it shares adds up to enough. Accounts that share personal details come before ones that only share a location, like a postcode or an IP address. You see what matched, not a score.
Turning on matching
Other accounts that match comes from the Matching accounts app. To turn it on, go to Apps, open Matching accounts and choose Install app. It has nothing to set up. Installing needs the Create Apps permission.
To turn it off for a while, choose Pause app on the app's page. Orders are still compared, so every match is back when you resume. The customer's own orders always show, with or without the app.