Searching for a Sales Order

Search fields included in any search are used with AND logic where 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.

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 show alerted orders.

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

  1. In Order Management Customer Service Center: click Find Orders from the Actions menu.
    The Existing Order Search form opens. Along the top of the page are the search criteria fields, which you can use to filter your search results.
  2. Select a tag to search.
    You can create tags and assign them to an order for searching, filtering, and importing through the job system. Configure tags in Order Management Administration: Settings > Objects.
    Note: When an object is tagged, it appears in the System Events in the Details section.
  3. 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 No.
      • Email
      • Item No.
      • Item EAN
      • Item UPC
      • Name
      • Postal Code
      • Promise Date
      • Reference No.
      • Request Date
      • Phone
      • City
      • Order Total
    • Quick Search: a list to search based on an order's general or workflow state. The following options are available:
      • None
      • Active
      • Alerted
      • Locked
      • Suspended
      • Closed
      • Not Visible
      • 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.
  4. Click Search.
    A list of orders meeting the search criteria appears. The limit is 250 orders.
    Columns on this page include the following information on each order listed:
    • Alert ( ???) on the order
    • ID of the order opens the Order details page
    • Tag of order (T). A tag is a custom constant value that acts as an identifier for objects. An example of a tag might be 'Domestic Sale Only', which could be assigned to items that can't be shipped outside the country. Click the T link to sort orders by tag.
    • Catalog (C) sorts orders by catalog
    • Site (S) sorts the orders by fulfillment site
    • Type of order
    • Date sorts orders by the order date
    • Description of customer name/address
    • Billing email of customer
    • Billing phone of customer
    • Currency code used for the order
    • Total cost of the order
    • Allocated amount of the order
    • Fulfilled amount. The value of the fulfilled items in the order.
    • Status of the order sorts orders by status
    • Flag color for the order that might need further review at a future time. Select to show a color or “CHK” from the list.
    Note: For all cost-related values, the currency symbol and currency code reflect the currency used on the order. The display format of the amount value is based on the specified user's account.
  5. On the Order Details page, click the Read More link to view image, price, and inventory details (on hold, on hand, or out of stock).
  6. On the Order details page, you can change order details, such as adding or canceling items, applying order-level appeasements, or changing the shipping address.
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