Orders Filter

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)

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:

• Web
• Manual
• POS
• Any (all orders)
• MarketName

if the order came from a marketplace, this field contains its name (Amazon, ebay, ChannelAdvisor)

• 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

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 or 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