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Search Filters in Order Manager

Order searches can be accomplished using a wide variety of order attributes. This section explains how to search for an order using the Order Manager. The Filter Orders section appears at the left-hand side of the Order Manager and is divided into a variety of sub-sections which include customer, order and product search parameters. A minimum of one search parameter is required to generate order search results. Depending on your system setup, not all fields described below display.

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Path: Back Office > Order Processing > Order Manager

 

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Tip: It is recommended that before each search that you click on the Clear button since the system maintains the criteria from the previous search.

 Order General Attributes

 Filters provide all standard product search parameters. Each search parameter available in this sub-section can be displayed or hidden using custom field preferences. After selecting your criteria, click on the Search button.

 

Filter

Description

   

 

 

 

 

 

 

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Start/End Dates

By clicking both the Start Date and End Date boxes, and providing dates in each, all orders created between those two dates are displayed.

Batch Options

By clicking the Batch Options checkbox, located at the top of the Filter Orders section, you can batch update the order status or batch print document templates for all orders matching entered search criteria.

Order Number

The unique CORESense order identifier. An exact order number match is required to display order search results.

Customer Number

The unique CORESense customer identifier. An exact customer number match is required to display order search results.

Return #

A unique number assigned by CORESense.  For the purposes of Order Search Filters, this pulls up the order with the corresponding Return # assigned.

Order Status

The order status. See Standard Order Statuses for more information.

Originating Channel

The originating sales channel for the order.

Originating Brand

The originating brand is set on the order automatically according to the brand to which the Sales Channel is associated.

Originating Club Membership

For Club Orders, the Originating Club Membership is set on the order automatically according to the Club purchased.

Originating Club Delivery

For Club Orders, the Originating Club Delivery is set on the order automatically according to the Club Delivery schedule for the Club Membership.  This value is set for orders that are generated automatically by the Club Management System.

Show Order with Personalization

Displays orders that have one or more personalization on at least one order item.  Personalizations are an option when setting up a product that allows the customer to add personalized detail (text, image, etc) to an order item during a website purchase.

Voided

By selecting Yes, only orders that have been voided are displayed. By selecting No, only orders that have not been voided are displayed.

Intended Payment Type

The order payment method identified at the time the order is created. By default, this includes Check/MO, Credit Card, Gift Certificate and Paypal, but may vary by retailer.  The intended payment type is set on an order even when an actual payment is not being received at the time the order is placed.  For example, when taking a phone order an Intended Payment type may be Check, the Actual Payment type would not be applied until the check is physically received.

Actual Payment Type

The order payment method used at completion of the order. By default, this includes Check/MO, Credit Card, Gift Certificate and Paypal, but may vary by retailer. The Actual Payment type differs from the Intended Payment Type in that it is physically received.  Actual Payment Type can be set during order completion or after the fact.

Payment Invoice #

Stores a number that acts as a cross reference to a particular payment gateway.  The number is set when a credit card authorization is performed and can be accessed both in CORESense and the corresponding gateway account.

Payment Due Start/End Date

  • By clicking the Payment Due Start checkbox, all orders whose payment due date is on or after the date entered are displayed.

  • By clicking the Payment Due End checkbox, all orders whose payment due date is on or before the date entered are displayed.  

  • By clicking Today, the current date is automatically entered into the search parameter.

  • Balance Due, filter orders with options of greater than or less than options.

POS Order Number

The POS order number.

In House Account

IHA is a feature by which employees can purchase product on their employer’s account with the CORESense merchant.  Select the account label from the drop-down to search for orders placed under a specific account.

 

Address Filters

Address information for either Billing and/or Shipping can be used to filter orders.

 

Order Items Filters

These filters only display if custom order information fields have been specified. Search results will include any order on which at least one order item contains the search string in that particular order item field.

 

Shipping Information Sub-Section

Provides the ability to search orders by the order shipping method. This is the shipping method assigned to the order, not associated shipments.

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Salesman Sub-Section

Provides the ability to search orders by the order salesman and order status. If custom order information fields have been specified, these fields will also be offered as filters in this sub-section.

 

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Product General Attributes Sub-Section

Provides all standard product search parameters. All orders with a purchased product matching the entered search criteria are displayed.

 

Filter

Description

 
 
 
 
 
 
 
 
 
 
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Product Name

The product name. Orders with a purchased product whose name contains any part of the entered search term are displayed.

Product ID

The unique CORESense product identifier. Clickicon-mag_glass.png to search using the Product ID Picker. Enter the search parameters, then click Search. In the Search Results, click the Product Name, which enters the Product ID in the Product ID field.

Part Number

The product part or style number. An exact part number match is required to display orders. By clicking None to the right of the Part Number box, None appears in the Part Number box.  All orders with at least one purchased products that does not contain a part number are displayed.

Product Type

The product type associated to any product on the order. If the selected product type contains product type custom attributes, additional product type search parameters appear below in the Custom Product Information section.

Required SKU ID

Displays all orders with a purchased product that is related to the selected SKU as Base Inventory or Possible Inventory from Standards and Upgrades. Clickicon-mag_glass.png to search using the SKU Picker. Search for the SKU, then click the SKU Label or Internal SKU to have the SKU ID automatically entered in the Required SKU ID box.

Group

Displays all orders with a purchased product that is Group associated to the selected Std & Upg Group.

Category

The Website category. All orders with a purchased product assigned to at least one of the selected categories are displayed.

Manufacturer

The product manufacturer.  Orders with a purchased product for the selected Manufacturer are displayed.

Status

The product status. Orders with a purchased product in the selected status are displayed.

 

 

Product Custom General Attributes Sub-Section

The Product Custom General Attributes sub-section provides the ability to search products using all product custom general attributes. Since these are custom fields, they vary according to your system setup. 

 

Matching Order Search Results

The Order Search Results appear in the Matching Orders section to the right.   By default, the following information is displayed for each order in the Order Search Results:

 

Order - A unique CORESense order identifier.

Customer - The order billing contact last name and first name.

City, State - The order billing city and state.

e-mail - The order billing e-mail address.

Order Status – The current processing status of the order.

Creation Date - The date on which the order was created.

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Tip: Order search results column headers can be configured by CORESense to display a wide range of order information. Contact CORESense Support to learn how to add to or update your Order Search Results field list.

 

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