Order Search (Search for Orders or Customers)

Overview: Use the Search for Orders or Customers page to search for a specific order or customer.

The page is split into two separate panels:

•         The Search for Orders Panel allows you to search for an order using information related to the order:

•         Order Number

•         Order Date

•         Invoice Number

•         Alternate Order Number

•         Last 4 Digits of Payment Card

•         Item ID and SKU

•         Order Status

•         Origin (Order Type)

•         Pick Control Number

•         User ID

•         Sales Representative Number

It is common to enter information in several fields when searching for a specific order. For example, you might enter values in the Item ID, Order Status, and Order Date fields.

•         The Search for Customers Panel allows you to search for a customer using information related to the customer:

•         Email Address

•         Phone Number

•         Last Name

•         Company Name

•         Postal Code

•         Customer Number

•         Match Code

It is common to enter information in several fields when search for a specific customer. For example, you might enter values in the Last Name and Postal Code fields.

How to display:

•         Select Order Search from a menu.

This may open automatically in Modern View if it is the first menu option in your default menu, as configured in Classic View.

In this topic:

•         Search for Orders or Customers - Initial Field Display

For more information:

•         Search for Orders or Customers Options for step-by-step instructions on the actions you can perform on the Search for Orders or Customers page.

•         Fields on Search for Orders or Customers for a description of the fields on the Search for Orders or Customers page.

Search for Orders or Customers - Initial Field Display

When you first advance to the Search for Orders or Customers page, the system looks at the configuration settings defined in the Work with Contact Center (WWCC) menu option to determine which fields display on the page for the currently selected company.

•         The Contact Center Field Display screen in the Work with Contact Center (WWCC) menu option controls which fields display on the Search for Orders page for the specified company. You can define whether the Sales Representative Number and Phone Number display on this page. See Fields on Search for Orders or Customers for a complete list of the fields that can display for this page.

•         The Contact Center Order Search Field Sequence screen in the Work with Contact Center (WWCC) menu option controls the order of the fields that display in the Search for Orders Panel and Search for Customers Panel for the specified company. In addition, this page also controls which fields initially display in each panel before you need to select the > Additional Order Search Fields link or the > Additional Customer Search Fields link to display the remaining fields in the panel.

Delivered Order Search Field Sequence Settings

The delivered sort order for the Search for Orders panel is:

•         Order Number

•         Order Date

•         Invoice Number

•         Alternate Order Number

•         Last 4 Digits of Payment Card

•         Item ID and SKU

•         Order Status

•         Origin (Order Type)

•         Pick Control Number

•         User ID

•         Sales Representative Number

The delivered number of Order Quick Search fields is 1. When using the default sort order, only the Order Number field initially displays before you need to select the > Additional Order Search Fields link to display the remaining fields.

The delivered sort order for the Search for Customers panel is:

•         Email Address

•         Phone Number

•         Last Name

•         Company Name

•         Postal Code

•         Customer Number

•         Match Code

The delivered number of Customer Quick Search fields is 6. When using the default sort order, the Email Address, Phone Number, Last Name, Company Name, Postal Code, and Customer Number fields initially display before you need to select the > Additional Customer Search Fields link to display the remaining fields.

Note:             Once a user uses the Work with Contact Center (WWCC) menu option to change the delivered order search field sequence settings, there is no way to reset to the default settings unless you manually update the configuration to match the default settings as defined above.

 

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