Version 7.5
Contents of this Topic: Show
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
Search for Orders: Standard Fields tab
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
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
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
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
if known, enter the date the order was created as search criteria
to search for orders by the date of a payment transactions, enter a value in this field
enter a value in this field to search for an order by the Drop-Ship Purchase Order number
if the order came from a marketplace, this field contains its name (Amazon, ebay, ChannelAdvisor)
enter a tracking number in this field to use it as search criteria
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
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
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
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
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
Search for Orders: Additional Search Fields tab
enter the Bill To: or Ship To: phone number, for the purchaser or the recipient, respectively
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
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
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
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
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
select an Order State from the drop-down list to search only for orders that are assigned to that particular order state
type in a specific Review Reason to use that value as search criteria
enter the name ir ID of the coupon to be used as search criteria
select the name of the sales person to be used as search criteria from the drop-down list
enter a Referral source in this field to use that data as search criteria
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
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
if the External Sale ID is known, enter that value here to use it as search criteria
only certain carts provide this information
enter a valid status label used at the Web site to search for orders which match that criteria
enter the marketplace Customer ID to search for orders from that particular customer
select a particular Road Trip from the drop-down list to use that as search criteria
Enterprise version only
select a particular Trade Show from the drop-down list to use that as search criteria
Enterprise version only
Updated: 10/10/14