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.
Note: Some criteria types are preceded with an asterisk
(*). For example, *Order No. or *Shipping Order No. These are single
criteria searches and can't be further refined by additional search
criteria. For example, if *Order No. and Alerted are both selected as the
search criteria, the search only shows a list of orders and will
not display alerted orders.
Searching for Sales Orders in the
Administration Module
You might want to search for sales orders
on a daily, weekly, or as-needed basis to monitor and manage the status of
one or more sales orders. For example, you might want to search
for:
- Sales order(s) that are Active, Suspended, Closed or Alerted.
- Sales order(s) in a particular workflow state such as Waiting
Authorization, Waiting Approval, Waiting Allocation, or Waiting
Fulfillment.
- An individual sales order based on a customer inquiry.
There are two ways to perform sales order searches: Selecting a
list of sales orders in a particular state from the Order Summary section,
or using the Search form at the top of the Orders Manager page. Both are
described here.
To search for a sales order from the Order Summary
section:
- In Order Management Administration: click Main >
Orders Manager.
- From the Order Manager, click view for a list of orders in
the Order Summary. For example, click the view link for alerted
orders.
To search for a sales order using the Search form at the top of
the Orders Manager page:
- In Order Management Administration: click Main >
Orders Manager.
- From the Order Manager, along the top of the page are the search
criteria fields that can filter your search results. Using more than
one search criteria refines your search results. Note that the list
filters are user-customizable and are based on the structure and needs
of each company.
- Select the search criteria from one or more lists. Available
search criteria include:
- Tags: A list to search for orders based on the tags
that identify the orders.
- 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 origination method
of the order. The following options are available:
- Auction
- AutoShip
- 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, 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:
- Name
- Email
- PostalCode
- Item #
- Customer #
- *Order #
- Item EAN
- Item UPC
- *Shipping Order #
- *Auction #
- *Serial #
- *Tracking #
- Reference #
- Request Date
- Promise Date
- Quick Search: A list to search based on an order’s
general state or workflow state. The following options are
available:
- Active
- Alerted
- Locked
- Suspended
- NotVisible
- Closed
- Void
- Unreconciled
- Waiting Completion
- Waiting Authorization
- Waiting Approval
- Waiting Allocation
- Waiting Fulfillment
- Waiting Filing
Custom searches created in the Quick
Export utility also appear here.
- Date 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.
Note: When searching for orders, the Past 4
hours and Past 12 hours options enable an increased refinement
when searching through a huge number of orders.
- 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.
- Click Search.
Using either search method, note the following regarding the
search results:
- Individual records can be opened by clicking the ID
hyperlink.
- Multiple records can be selected by checking the boxes next to the
records.
- All records in the search results can be selected by checking the
column header box.
- Buttons below the results perform the following actions:
- Check All to select all record boxes
- Clear All to clear all selected record boxes
- Check Page to select all record boxes on the page that
appears
- Clear Page to clear all selected record boxes on the
page that appears
- Perform actions on the selected orders in the search results.
For example, print a pick sheet, suspend an Order. Select an action
from the Run an action on these X orders list and click
GO. For details on any of these actions, refer to the
appropriate section in Operations.
Searching for Shipping Orders in the
Administration Module
You might want to search for shipping
orders on a daily, weekly, or as-needed basis to monitor and manage the
status of one or more shipping orders. For example, you might want to
search for:
- Shipping orders that are Active, Suspended, Closed, or
Alerted.
- Shipping orders in a particular workflow state such as Waiting
Approval, Waiting Assignment, or Waiting Pick/ Pack.
- An individual shipping order based on a customer inquiry.
There are two ways to perform shipping order searches: Selecting
a list of shipping orders in a particular state from the Shipping Order
Summary section, or using the Search form at the top of the Shipping
Manager page. Both are described here.
To search for a shipping
order from the Shipping Order Summary section:
- In Order Management Administration: click Fulfillment >
Shipping Manager.
- From the Shipping Manager, click view for a list of orders
in the Shipping Order Summary. For example, click the
view link for alerted shipping orders.
To search for a Shipping Order using the Search form at the top
of the Orders Manager page:
- In Order Management Administration: click Fulfillment >
Shipping Manager.
- From the Shipping Manager, along the top of the page are the
search criteria fields that can filter your search results. Using more
than one search criteria refines the search results. Note that the
list filters are user-customizable and are based on the structure and
needs of each company. See Configuration and Settings for
details on configuring these lists.
- Select the search criteria from one or more lists. Available
search criteria include:
- Click Search.
Using either search method, note the following regarding the
search results:
- Individual records can be opened by clicking the ID
hyperlink.
- Multiple records can be selected by checking the boxes next to the
records.
- All records in the search results can be selected by checking the
column header box.
- Buttons below the results perform the following actions:
- Check All to select all record boxes
- Clear All to clear all selected record boxes
- Check Page to select all record boxes on the page that
appears
- Clear Page to clear all selected record boxes on the
page that appears
- Perform actions on the selected orders in the search results.
For example, print a pick sheet, suspend an order. Select an action
from the Run an action on these X orders list and click
GO. For details on any of these actions, refer to the
appropriate section in Operations.
Searching for Shipping
Orders in the Shipping Order Queue in Fulfillment Center
You
might want to search for sales orders on a daily, weekly, or as-needed
basis to monitor and manage the status of one or more shipping orders. For
example, you might want to search for:
- Shipping order(s) that are active, suspended, closed,or
alerted.
- Shipping order(s) in a particular workflow state such as Waiting
Approval, Waiting Assignment, or Waiting Pick/ Pack.
- An individual shipping order based on a customer inquiry.
There are two ways to perform shipping order searches in the
shipping order queue: Selecting a list of shipping orders in a particular
state via the page tabs, or using the Search form at the top of the
Shipping Order Queue page. Both are described here. Note that you can only
search for shipping orders that are Waiting Assignment, Waiting PickPack,
or Waiting Fulfillment in the Shipping Order Queue.
To search for a
shipping order using the page tabs:
- In Order Management Fulfillment Center: click Shipping Order
Queue.
- From the Shipping Order Queue page, select one of the tabs to view
a list of shipping orders currently in that state. Each tab shows
the number of orders currently in that state. Available tabs
include:
- Waiting Assignment
- Waiting PickPack
- Waiting Fulfillment
To search for a shipping order using the Search form at the top
of the Shipping Order Queue page:
- In Order Management Fulfillment Center: click Shipping Order
Queue.
- From the Shipping Order Queue page, along the top of the page are
the search criteria fields that can filter the search results. Using
more than one search criteria refines the search results. Note that
the list filters are user-customizable and are based on the structure
and needs of each company.
- Select the search criteria from one or more lists. Available
search criteria include:
- Catalog: A list to search for orders based on item
catalogs.
- Type: A list to search based on the type of the
shipping order. The following options are available:
- Batch: A list to search by specific warehouse
batch.
- Shipping Order No.: Enter search terms to search on the
shipping order number. Wildcard searches can be made using the
percent (%) symbol, which represents zero or more
characters.
- Method: A list to search by shipping method. Examples
are Customer Pickup, UPS Ground, UPS Next Day Air
- Click Refresh.
- The search results are split between the three tabs (Waiting
Assignment, Waiting PickPack, and Waiting Fulfillment), each showing
the number of orders currently in that state. Select one of the tabs
to view the search results currently in that state.
Using either search method, note the following regarding the
search results:
- Individual records can be opened by clicking the ID
hyperlink.
- Multiple records can be selected by checking the boxes next to the
records.
- All records in the search results can be selected by checking the
column header box.
- Buttons below the results perform the following actions:
- Check All to select all record boxes
- Clear All to clear all selected record boxes
- Check Page to select all record boxes on the page that
appears
- Clear Page to clear all selected record boxes on the
page that appears
- Perform print actions on the selected Order(s) or mark them as
Packed. Select a print action from the Select list and click
Print, or click Order Packed. For details on any of
these actions, refer to the appropriate section in Operations.
Searching for Payments in the Administration
Module
You might want to search for payments on a daily, weekly,
or as-needed basis to monitor and manage their status. For example, you
might want to search for:
- Payments that are alerted, unattached, or orphaned.
- Payments in a particular workflow state such as Waiting
Authorization, Waiting Capture, or Waiting Application.
- An individual payment based on a customer inquiry.
There are two ways to perform payment searches: Selecting a list
of payments in a particular state from the Payment Summary section, or
using the Search form at the top of the Payment Manager page. Both are
described here.
To search for a payment from the Payment Summary
section:
- In Order Management Administration: click Accounting >
Payment Manager.
- Click view for a list of payments in the Payment Summary.
For example, click the view link for Alerted Payments.
To search for a payment using the Search form at the top of the
Payment Manager:
- In Order Management Administration: click Accounting >
Payment Manager.
- From the Payment Manager, along the top of the page are the search
criteria fields, which filter your search results. Using more than one
search criteria refines the search results. Note that the list filters
are user-customizable and are based on the structure and needs of each
company. See the “Configuration and Settings” section for details on
configuring these lists.
- Select the search criteria from one or more lists. Available
search criteria include:
- Catalog: A list to search for payments based on item
catalogs.
- Site: A list to search for payments by the cites (such
as warehouses) where inventory is allocated and fulfilled.
- Method: A list to search based on payment method. For
example, search for gift card or American Express payments.
- Payment #: 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:
- Payment No.
- Payment Reference No.
- Payment Date
- Transaction No.
- Customer Name
- Customer Code
- Customer Email
- Quick Search: A list to search based on a payment’s
state. The following options are available:
- Active
- Alerted
- Locked
- Suspended
- NotVisible
- Closed
- Void
- Unattached
- Orphaned
- Pending
- Waiting Authorization
- Waiting Capture
- Waiting Application
- Partial Capture
- Range: A list to search by date or date range. For
example, search for the past 4 hours, past 12 hours, today, this
week, this month, or this year.
- Flag: A list to search for payments that are flagged
with a color or “CHK” (check) flag. These flags can be used to
mark a payment for future work.
- Click Search.
Using either search method, note the following regarding the
search results:
- Individual records can be opened by clicking the ID
hyperlink.
- Multiple records can be selected by checking the boxes next to the
records.
- All records in the search results can be selected by checking the
column header box.
- Buttons below the results perform the following actions:
- Check All to select all record boxes
- Clear All to clear all selected record boxes
- Check Page to select all record boxes on the page that
appears
- Clear Page to clear all selected record boxes on the
page that appears
- Perform actions on the selected payments in the search results.
For example, clear an alert, suspend a payment. Select an action from
the Run an action on these X payments list and click
GO. For details on any of these actions, refer to the
appropriate section in Operations.
Viewing Payment Summary, Application,
or Transaction Reports in the Administration Module
To view a
payment summary, application, or transaction report for a given date range
in PDF or Excel format:
- In Order Management Administration: click Accounting >
Payment Manager. The Payment Overview section on the right
side of the page offers links to these reports.
- Select a date range from the For list.
- Select either PDF or Excel from the second
list.
- Select one of the report links. The following reports are
available:
- Summary: A Summary report of payments for the specified
date range.
- Applications: A report of payment applications, with
captured, refunded, applied, and balance totals for the specified
date range.
- Transactions: A report of payment transactions for the
specified date range.
- If desired, use your operating system tools to save or print the
contents of the report window.