Product Lookup

Product Lookup

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


Use Product Lookup to find a customer or order, by the product information.




  1. Navigate to the Product Lookup screen from the C.S. Agent menu. (C.S. Agent > Product Lookup)
  2. The screen lists orders sorted by order number. To sort the records, click on the hyperlink of the column header you wish to sort by (for example: Product Info or Shipping 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.  
  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 product offer name.   This will bring you to the order detail screen for that product.
  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 screen.
  • To return to the previous page, click the  back button
  • To navigate to the customer lookup page, click the  customer lookup button.
  • To navigate to the order lookup page, click the  order lookup button.
  • To print the current page, click the  print button.




Product Lookup

Copyright 2019

Revised 5.7.2019

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