Orders Filter

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Overview

• 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>Advanced Search

• It is used to locate an order or group of orders based on a variety of searchable criteria.

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

Begin Search Button

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

Cancel Button

• select this 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 those 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 will propagate that number in the Thru: column, limiting the range to the single 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 will propagate 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

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

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

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

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

• • 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)   

• • Choose one of the following radio buttons to limit the orders that will be searched to a particular type:

  • • Web

    • Manual

    • POS

    • Any (all orders)

• • if the order is associated with a particular shopping cart, select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation that cart type from the drop-down list to use that information as search criteria

• • 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

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

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

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

• • 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

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

• • select this button to search only orders with a credit due to the customer

• • select this button to 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

• • 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

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

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

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

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

• select this box to include orders that have been cancelled in the search

• • choose a payment type as search criteria

• • choose an item status label as search criteria

• • choose an order status label 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 selecting the # button to select the numeric SKU as search criteria

• this tab contains more Monsoon Order Manager fields that can be used as search criteria

• • 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 of the coupon to be used as search criteria

• • select the name of the Salesperson 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

• • if the External Sale ID is known, enter that value here to use it as search criteria

• • this field pertains to Monsoon shopping carts

  • enter the source, or Market, from which orders can originate to search for orders from that particular source

• • this field pertains to Monsoon shopping carts

  • enter the identifier, or ID, assigned by source of the order to search for that particular order record

• • this field pertains to Monsoon shopping carts

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

• • this field pertains to Monsoon shopping carts

  • enter a Market's 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 users only

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

  • Enterprise users only