Searching for Sales Orders and Quotes

Overview

Order Management supports compound searches that can include several terms and criteria. Search fields included in any search are used with "and" logic such that all terms included must be true for a result set. Wildcard searches can be made using the percent (%) symbol, which represents zero or more characters.

Searching for Sales Orders in Customer Service Center

When a customer inquires about an existing order, you can search for the order in Customer Service Center as follows:

1. Click Find Order in the main menu. This opens the Existing Order Search form. Along the top of the page are the search criteria fields, which filter your search results. Using more than one search criteria refines your search results. For example, an order might be located using any of the following combinations of data elements:
   • Tag, catalog, and site
   • Auction number
   • Reference number
   • Customer's last name and postal code
   • Phone number, email address, and item code
   • Promise date, request date, and city
   • Order total, quick search order status, and date range
   • Flag
2. Select the search criteria from one or more lists. Available search criteria include:
   • Catalog: A list to search for orders based on item catalogs.
   • Site: A list to search for orders by the sites (such as warehouses) where inventory is allocated and fulfilled.
   • Type: A list to search based on the type of the order. The following options are available:
     • Auction
     • Auto-ship
     • Exchange
     • Mail
     • Mobile
     • Phone
     • Private
     • Provider
     • Reship
     • Show
     • Store
     • Website
   • *Order #.: A list to search based on specific criterion types. When the criterion type is selected, enter search terms based on the selected criterion type. Wildcard searches can be made using the percent (%) symbol, which represents zero or more characters. The following options are available:
     • *Auction No.
     • *Order No.
     • *Serial No.
     • *Shipping Order No.
     • *Tracking No.
     • Customer #
     • Email
     • Item No.
     • Item EAN
     • Item UPC
     • Name
     • Postal Code
     • Promise Date
     • Reference No.
     • Request Date
     • Phone
     • City
     • Order Total
     • Order Total
   • Quick Search: A list to search based on an order’s general state or workflow state. The following options are available:
     • None
     • Active
     • Alerted
     • Locked
     • Suspended
     • Closed
     • NotVisible
     • Void
     • Unreconciled
     • Waiting Complete
     • Waiting Authorization
     • Waiting Approval
     • Waiting Allocation
     • Waiting Fulfillment
     • Waiting Filing
   • Range: A list to search by date or date range. For example, search for the past 4 or 12 hours, today, this week, this month, or this year.
   • Flag: A list to search for orders that are flagged with a color or “CHK” (check) flag. These flags can be used to mark an order for future work.
3. Click Search. A list of orders meeting the search criteria appears.
4. Click the ID of an order to open the Order details page.

Searching for Quotes in Customer Service Center

When a customer inquires about an existing quote, you can search for it in Customer Service Center as follows:

1. Click Find Quote in the main menu. This opens the Existing Quote Search form. Along the top of the page are the search criteria fields, which filter the search results. Using more than one search criteria refines the search results.
2. Select the search criteria from one or more lists. Available search criteria include:
   • Catalog: A list to search for quotes based on item catalogs.
   • Agent: A list to search for quotes by the agent who recorded them.
   • Quote ID: A list to search based on specific criterion types. When the criterion type is selected, you can enter search terms based on the selected criterion type. Wildcard searches can be made using the percent (%) symbol, which represents zero or more characters. The following options are available:
     • Quote ID
     • Quote $ Total
     • Customer CD
     • Last Name
   • Date Range: A list to search by date or date range. For example, search for today, this week, this month, or this year.
3. Click Search. A list of quotes meeting the search criteria appears.
4. Click the ID of a quote to open the Order entry page. The order is populated with the information from the quote. You can also perform the following actions on the quote by clicking the corresponding link on the right side of the page:
   • Void
   • Print
   • Email