Salesforce

Manage line items in Tango orders

« Go Back

Information

 
Answer

Use the Line items tab in the Tango portal to view and manage individual rewards across all orders. While the Orders tab provides an order-level view, Line items provides a recipient-level view where you can search for specific line items, review reward details, delivery, and account information, take actions such as resending, freezing, canceling, or reissuing rewards (based on your permissions), and download line-item data for reporting. See Search and filter line items in Tango orders.

In this page:

 

 

View line item information

Use search and filters on the Line items tab to quickly narrow the table to the reward records you need, then open a line item row to review recipient-level details for an individual reward. You can search by recipient or reward details and apply filters such as status, account, date, and other available line item information. For the full step-by-step search and filter instructions, see Search and filter line items in Tango orders.

To view line items information:

  1. Sign in to the Tango portal.

  2. Click Order history in the left menu.

  3. Go to the Line items tab.

  4. Use search and filter options to find the right line item. See Search and filter line items in Tango orders.

  5. Click the line item to see more information:

    Item

    Description

    Details (tab)

    Open the Details tab to see the reward name, UTID, recipient contact information, reward value, remaining balance, and more.

    Order details

    Expand Order details to see the order status, line item status, order source, reward ID, external reference ID, ETID, etc.

    Reward details

    Expand Reward details to see redemption instructions and reward credentials. See View redemption history: Reward Link® and more.

    Account details

    Expand Account details to find the group and account information that funded the reward, such as the group name, account name, account identifier and account number.

    History (tab)

    Go to the History tab to view the delivery timeline from when the order was submitted to when it was processed and delivered. See Order, reward, and email statuses in Tango.

 

 

Take action on line items

From the Line items tab, you can find line items to freeze, resend, cancel, reissue rewards, or view reward credentials if needed. Available actions depend on your user permissions, reward type, and current reward status.

  1. Click Order history in the left menu.

  2. Go to the Line items tab.

  3. Open a line item, and click Actions.

  4. Select one of the following options from the Actions menu:

    Action

    Purpose

    Freeze reward

    Temporarily disable or enable redemption. See Freeze and unfreeze rewards.

    Resend reward

    Resend the reward. See Resend rewards.

    View reward credentials

    Open the reward, print the QR codes, and copy the reward URL. See Send rewards with QR code.

    Cancel reward

    Prevent the reward from being redeemed. See Tango Cancellation Policy.

    Cancel and reissue reward

    Cancel the reward and issue a replacement. See Cancel and reissue rewards.

 

View reward credentials

If QR code is enabled for your platform, you can view reward credentials to confirm reward details, including the reward type, value, status, currency, redemption information, and any available expiration dates. The information displayed in the Reward credentials window varies based on the reward and its current status. See Manage reward orders with Tango for more information.

 

 

You can print reward credentials and QR codes when QR code delivery is enabled for your platform. Printed QR codes provides recipients with a physical, scannable version of their reward. This is useful for in-person or offline distribution and serves as a backup if a recipient closes their browser or loses access to the original delivery. Recipients can scan the printed QR code to access their reward. See Manage reward orders with Tango for more information.

 

 

Download line item data

Use the line item download when you need a quick export of the recipient-level records shown in the Line items table. The download reflects the filters and Rows per page setting currently applied, so adjust those settings before exporting.

Click Download in the upper-right corner to export the line items currently displayed on your screen. All available columns are included for those rows, even if some columns are hidden. For more details, see Download line items data.

 

 


More resources

TitleManage line items in Tango orders
URL NameLineItemsViewinOrderHistory

Powered by