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Fields on Search for Orders or Customers

Purpose: The following information displays on the Search for Orders or Customers page.

•         New Search Fields

•         Search for Orders Panel

•         Search for Customers Panel

•         Order Search Results Fields

•         Customer Search Results Fields

The options to search for existing orders or customers are displayed only if you have authority to Order Inquiry/Maintenance (OIOM).

For more information:

•         Search for Orders or Customers for an overview of the Search for Orders or Customers page.

•         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.

New Search Fields

The fields you use to perform an order or customer search are described below.

Search for Orders Panel

The Contact Center Order Search Field Sequence screen in the Work with Contact Center (WWCC) menu option controls the order in which the fields in the Search for Orders panel display. In addition, this screen also controls which fields initially display in the Search for Orders panel before you need to select the > Additional Order Search Fields link to display the remaining fields in the panel.

•         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 Sales Representative Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Search for Customers Panel

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

•         Email Address

•         Phone Number

•         First Name

•         Last Name

•         Company Name

•         Postal Code

•         Customer Number

•         Match Code

•         First Name

Order Search Results Fields

This table displays the first 15 orders that matched your order search criteria. For each order record, the system displays the following fields:

•         Order Date

•         Order Number

•         Order Status

•         Order Total

•         Sold To Customer Name in last name, first name format, with the company also displayed if specified.

•         Sold To Customer Address: The system does not display address lines 2, 3, or 4 or the apartment/suite number.

•         Recipient: The ship-to customer name displays in last name, first name display. If a company name is defined without a ship-to customer name, the company name displays in place of the ship-to customer name. If the only recipient on the order is the sold-to customer, the sold-to customer name or company name displays.

If the order contains multiple ship-to customers, up to five ship-to customers display on separate lines. If there are more than five ship-to customers on the order, + # Additional Recipients displays, where # is the total number of ship-to customers - 5.

If you use the Order Broker integration, the recipient customer for a store pickup or ship-for-pickup order is the store code and store name of the store location where the customer will pickup the order.

Customer Search Results Fields

This table lists the first 15 customers that matched the search criteria you entered on the Search for Orders or Customers page to search for a customer. For each customer record, the following fields display:

•         Customer # (Customer Number)

•         Customer Name: The customer name displays in last name, first name sequence.

•         If a company name is also defined, the company name displays below the customer name.

•         If a company name is defined without a customer name, the company name displays in place of the customer name.

•         Customer Address: The customer address that displays here does not display address lines 2, 3, or 4 or the apartment/suite number.

•         Phone (Phone Number): The Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

•         Email Address: If more than one email address is defined for the customer, up to five email addresses display on separate lines, with the primary email address first, followed by secondary email addresses in the order in which they were entered in the system. If there are more than five email addresses defined for the customer, + # Additional Email Addresses displays, where # is the total number of email addresses for the customer minus 5.

•         Last Order date and number, regardless of the current status of the order. Listed below the customer name.

 

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