Overview 

This screen displays a list of all Web orders that match your search criteria.


Step 1: Order Search
  • Select the Customers option from the Main menu. 
  • On the Customer Segmented page, click Order Search.
Step 2: 

In the Orders grid, use the fields listed below to search.

  • Customer
  • Order No
  • Post Code
  • Stock Code (part/full)
  • Order Status
  • From Date
  • To Date



To search for sales by time frame, use the buttons below. When you click the timeframe button, the fields From Date and To Date will populate with dates.

 

By entering your fields and choosing your time frame, you can filter your results by clicking on the Search button.

 

By clicking the Reset button, all search fields will be cleared and the forms will be left blank.

Step 3:

Orders Grid 

The following fields provide a grid view of all sales:

  • Order
  • Ord.Dt.
  • Status
  • Customer
  • Operator Notes
  • Del.Inst.
  • Del.Date
  • Del.Service



Using the sort icon on the column header, you can sort the values in the grid in ascending or descending order.

 

Using the pulldown at the upper left corner of the grid, you can control the number of records that appear in the grid.

 

By clicking on the top right corner of the grid, you will be able to download the spreadsheet for orders in Excel.

 

To navigate between pages, use the pagination in the bottom right corner of the grid.


Step 4:

Clicking on any row in the grid opens a separate tab that displays the following basic details: 

  • Order Information
  • Order details
  • Customer details
  • Payment & Other
  • Shipping Details


To do the various operations, there are buttons in the top right corner of the page labeled Dispatch Order, Hold Order, Cancel Order, and Print.