Consumers Walkthrough

Search Box - Located at the top of the page, the search box provides the ability to search for consumers by consumer email address, consumer phone number or lender name.

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Consumer's Main Information

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Last Checkout - The last time the consumer checked out
Name - Consumer's full name
Email - Consumer's email address
Phone Number - Consumer's phone number
Lender - Financing provider's name
Approved For - The amount ($) that the consumer was approved/pre-approved for
Last Checkout Total - Last checkout amount ($)
Stage - Types:

  • Approved - The consumer was approved for financing but did not finalize the purchase
  • Confirmed - The consumer confirmed the purchase, but a charge was not created
  • Charged - The consumer made a purchase

Consumer Details

Click on a specific consumer to get more information:
Consumer Details - On this tab, you can find additional information about the consumer such as consumer ID, billing/shipping address, and available credit.

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Last Checkout Details - On this tab, you can find amounts, name, SKU, quantity, and unit price of the last checkout.

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