Order Lookup

Order Lookup

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


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



  1. Navigate to the Order Lookup screen from the C.S. Agent menu. (C.S. Agent > Order Lookup)
  2. The screen lists orders sorted by order number. To sort the records other than by order number, click on the hyperlink of the column header you wish to sort by (for example: Shipping Info, Billing Info or Customer Info). Click once for ascending, and then again for descending sort order.
  3. You can search for a specific customer/order by choosing a filter from the drop down list, choosing a comparison operator; typing a value into the search for text box and then clicking the   Apply Filter button. To remove the filter, click the  Remove Filter button which will allow you to start over with the search engine.
  4. You can change the number of records shown per page by typing a in a new number and clicking the  Refresh button.
  5. Once you have a filter applied, you will see the "Current Filter:" displayed at the top of the lookup page.
  6. Once you see the order you want to look at, click on the hyperlink that is the order number. This will bring you to the  Order Detail Screen.
  7. Once you see the customer you want to look at, click on the hyperlink that is their name. This will bring you to the Customer Detail Center.
  • To return to the previous page, click the  back button.
  • To navigate to the product lookup page, click the  product lookup button.
  • To navigate to the customer lookup page, click the  customer lookup button.
  • To print the current page, click the print button.


Order Lookup

Copyright 2019

Revised 5.7.2019


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