Order Lookup

Order Lookup


Info
Module : Customer Service
Path: Customer Service > Customer Service > Order Lookup
Topic : Order Lookup
Version(s) : Version 5.1 and up 
Editions : All Editions

What Is Order Lookup

Use the Order Lookup to find a customer or order, by various information.

Making The Connection

Where Will I See This Within OLX?

Order Detail 

Orders are viewed on the Order Detail screen


Customer Detail 

On Customer Record under Order History.


What Reports Can Be Pulled?

  1. Product Offer List Report Definitions
  2. Flattened Export Definitions
  3. Datawarehouse Export Definitions
  4. Customer Service Activity Report Definitions
  5. Item Status Report Definitions

What Imports/Exports Relate to Order Lookup?

  1. OLX Order Import/Export V4 Spec
  2. OrderLogix Real-Time Order Submission API
  3. Shopify Order Import
  4. Imports

Trouble Shooting

  1. Most recent orders are not displaying

    1. Order Lookup will display the first 1,000 records starting with the oldest order ID eligible for the filters being used

Setup



Tool Bar

Utilizing the buttons on the tool bar  you can: 
Go back to the previous screen 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

  2. Bank Name
  3. Bill to Address
  4. Bill to City
  5. Bill to First Name
  6. Bill to Last Name
  7. Bill to Phone
  8. Bill to State
  9. Bill to ZipCode
  10. Billing Info
  11. Campaign
  12. Check Number
  13. Client
  14. Credit Card (First 6)
  15. Credit Card (Last 4)
  16. Custom1
  17. Custom2
  18. Custom3
  19. Custom4
  20. Custom5
  21. Customer Address
  22. Customer City
  23. Customer Company Name
  24. Customer Email
  25. Customer Evening Phone
  26. Customer First Name
  27. Customer ID
  28. Customer Info
  29. Customer Last Name
  30. Customer Phone
  31. Customer State
  32. Customer ZipCode
  33. DNIS
  34. Employee First Name
  35. Employee Last Name
  36. Employee Number
  37. External Order Number
  38. Order Date
  39. Order ID
  40. Order Info
  41. Payment Method
  42. Promo Code
  43. Ship to Address
  44. Ship to City
  45. Ship to Company Name
  46. Ship to First Name
  47. Ship to Last Name
  48. Ship to Phone
  49. Ship to State
  50. Ship to ZipCode
  51. Shipping Info
  52. Token
  53. Voice Print ID
  54. Web Order Number
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 


Reviewing Results


Alert
Only the first 1,000 records display, starting with the oldest order ID record. To display more recent orders, you will need to utilize the Order Date filter with operator (>=) Greater Than or Equal to
Results are displayed with the following columns of information:
  1. Keep - record to keep as main record when utilizing Dedupe function
  2. DeDupe - record to merge into main record when utilizing Dedupe function
  3. Order Info - OrderID (with hyperlink to order record)/Web Order Number, Order Date, RMA ID (with hyperlink to RMA record) / RMA Status, Opened date / Expiration date will be displayed
  4. Shipping Info - Shipping last name, first name (with hyperlink to customer record), address line one, city, state, zip code, and phone will be displayed
  5. Billing Info - Billing last name, first name, address line one, city, state, zip code, and phone will be displayed
  6. Customer Info - Customer last name, first name, address line one, city, state, zip code, and phone will be displayed
  7. Client - displays the client related to the customer or will say Multi if more than one customer associated to customer. 
    1. hovering over client will display a popup of additional information for the client or list of clients if Multi

Notes
You can click on any column header to sort results in ascending or descending order of that column
The Dedupe button  will take each record checked in the DeDupe column and merge into the record checked in the Keep column.

Order Lookup
Copyright 2019
Revised 12.10.2024



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