Orders Filter

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Overview

This screen is used to locate an order or group of orders based on a variety of searchable criteria.
The Orders Filter or Search for Orders screen is opened by:

Main Menu>Process My Orders>Find an Order

Main Menu>Process My Orders>View and Process My Orders>Search button>Advanced Search

Description of the Screen (Find an Order, Search for Orders)

Search for Orders: Standard Fields tab

Begin Search Button

when the desired criteria is specified in the other fields of this screen, select Begin Search to start the filtering process

Cancel Button

select this button to close the Search for Orders screen

Standard Fields Tab

this tab is the default view of the Search for Orders screen, select the Additional or Custom tabs to use more fields as search criteria
enter a beginning order number in the From: column of the Order # field

optionally, enter an ending order number in the Thru: column
if a value is only entered in the From: column, the program propagates that number in the Thru: column, limiting the range to the single order

Order #

the number assigned to the order by SEOM
enter a beginning SEOM order number in the From: column of the Order # field
optionally, enter an ending SEOM order number in the Thru: column to search a range of orders
if a value is only entered in the From: column, the program propagates that number in the Thru: column, limiting the range to the specified value only

Web Order #

the number assigned to the order by the shopping cart system
enter a beginning web order number in the From: column of the Web Order # field
optionally, enter an ending web order number in the Thru: column to search a range of orders
if a value is only entered in the From: column, the program propagates that number in the Thru: column, limiting the range to the specified value only

Market Order #

enter a beginning market order number in the From: column of the Market Order # field
optionally, enter an ending market order number in the Thru: column to search a range of orders
if a value is only entered in the From: column, the program propagates that number in the Thru: column, limiting the range to the specified value only

Order Date

if known, enter the date the order was created as search criteria

Transaction Date

to search for orders by the date of a payment transactions, enter a value in this field

Expected Ship Date

to search for orders by an expected ship date, enter a date in this field

Actual Ship Date

enter a value in this field to locate orders by the date they were actually shipped (the date displayed on the shipping label)

Drop-Ship PO #

enter a value in this field to search for an order by the Drop-Ship Purchase Order number

Actual Weight

enter a value in this field to search by weight of the product alone (without including the weight of any packing materials)

Published Weight

enter a value in this field to search by the item weight that is published at the web site ( normally includes the weight of packing materials)

Order Source

Choose one of the following radio buttons to limit the orders that will be searched to a particular type:
1. Web
  
  Manual
  
  POS
  
  Any (all orders)
2. MarketName
- if the order came from a marketplace, this field contains its name (Amazon, ebay, ChannelAdvisor)
1. Shopping Cart

if the order is associated with a particular shopping cart, select that cart type from the drop-down list to use that information as search criteria

Quick Filter

one of the standard or custom quick filters may be used as search criteria as well; select the appropriate filter from the drop-down list

Drop-Ship Supplier

to search for orders placed with a specific drop-ship supplier, select the appropriate supplier from the drop-down list

Shipping Method

choose the appropriate method from the drop-down list to use that information as search criteria

Tracking #

enter a tracking number in this field to use it as search criteria

Serial #

enter a value in this field to search by the product serial number information
be advised that the program does not enforce a unique value for product serial numbers

Purchase Order #

to search by a customer's purchase order number (provided when the order was placed), enter that value here

Payment Status

search only orders with a credit due to the customer

search only orders with an unpaid balance due

only search orders that have a $0.00 balance

search all orders, without regard for payment status

Credit Card #

to search only orders that contain the first four digits or last four digits of a specific credit card number, enter a value in one of these fields

RMA #

enter the RMA (return merchandise authorization) number to be used as search criteria in this field

Orders not shipped in ____ days

to search only orders which have not been shipped in a specific time frame, enter a value in this field

Orders with

select Backorders to include orders that contain products which are currently out-of-stock, but have been ordered from the supplier in the search

select Drop-shipped Items to search for orders containing products designated as drop-shipped items (sent directly from the supplier)

select Canceled to include canceled orders in the search

select Pay Method to choose a payment type as search criteria

choose Item Status and select a status label as search criteria

choose Order Status and select a status label as search criteria

Customer

First Name Field - enter the given name of the customer as search criteria
Last Name Field - enter the surname of the customer as search criteria
Email Field - enter the email address of the customer as search criteria
ID Field - enter the customer ID of the customer, if known, to use that information as search criteria

Bill To:

Name - the name of the customer
Company - name of the customer's company, if appropriate
State - name of the state in which the customer and/or company resides or is located
Zip Code - the postal code of the customer and/or company
Country - the country in which the customer and/or company is located

Ship To:

Name - the name of the recipient of the goods
Company - the name of the recipient's company, if applicable
State - the name or abbreviation of the state in which the recipient and/or company resides or is located
Zip - the postal code for the recipient and/or company
Country - the country in which the recipient and/or company is located

Orders that include:

fill in full or partial values in the SKU or Item Name starts with and SKU or Item Name Includes fields to use that information as search criteria
it is also possible to filter orders by selecting a letter button [A-Z] with which the product SKU begins at the bottom of the section, or by clicking the [#] button to select the numeric SKU as search criteria

Additional Search Fields tab

this tab contains more OMS fields that can be used as search criteria

Search for Orders: Additional Search Fields tab

Phone

enter the Bill To: or Ship To: phone number, for the purchaser or the recipient, respectively

Grand Total

enter a starting value in the From: column and the ending value in the Thru: column to search for a order whose Grand Total is in a given range; if a value is only entered in the From: column, the program will propagate that number in the Thru: column, limiting the range to the specified value only

Balance Due

enter a starting value in the From: column and the ending value in the Thru: column to search for a order whose Balance Due is in a given range; if a value is only entered in the From: column, the program will propagate that number in the Thru: column, limiting the range to the specified value only

Transaction Total

enter a starting value in the From: column and the ending value in the Thru: column to search for a order whose Transaction Amount is in a given range; if a value is only entered in the From: column, the program will propagate that number in the Thru: column, limiting the range to the specified value only

Expected Net

enter a starting value in the From: column and the ending value in the Thru: column to search for a order whose Expected Net is in a given range; if a value is only entered in the From: column, the program will propagate that number in the Thru: column, limiting the range to the specified value only

Actual Net

enter a starting value in the From: column and the ending value in the Thru: column to search for a order whose Actual Net is in a given range; if a value is only entered in the From: column, the program will propagate that number in the Thru: column, limiting the range to the specified value only

Order State

select an Order State from the drop-down list to search only for orders that are assigned to that particular order state

Reason for Review

type in a specific Review Reason to use that value as search criteria

Coupon

enter the name ir ID of the coupon to be used as search criteria

Sales Person

select the name of the sales person to be used as search criteria from the drop-down list

Referral

enter a Referral source in this field to use that data as search criteria

IP Address

enter an IP Address to use that data as search criteria
not all shopping carts or markets provide an IP address from which an order is placed

Ext. Auction ID

if the External Auction ID is known, enter that value here to use it as search criteria
only certain carts supply this information, such as eBay

Ext Sale ID

if the External Sale ID is known, enter that value here to use it as search criteria
only certain carts provide this information

Web Order Status

enter a valid status label used at the Web site to search for orders which match that criteria

Market Customer ID

enter the marketplace Customer ID to search for orders from that particular customer

Road Trip

select a particular Road Trip from the drop-down list to use that as search criteria
Enterprise version only

Trade Show

select a particular Trade Show from the drop-down list to use that as search criteria
Enterprise version only

Updated: 10/10/14