Product Lookup

Product Lookup

Module: Customer Service
Path: Customer Service > Customer Service > Product Lookup
Topic: Product Lookup
Version(s): Version 3.5 and up 
Editions: All Editions

What Is Product Lookup

Use Product Lookup to find a customer based on Product information.

Making The Connection

Where Will I See This Within OLX?

Order Detail 

Product Offers are listed on order line items under Item Sku column.


Customer Detail 

Product Offer description is displayed on Customer Record under Order History.

What Imports/Exports Relate to Product Lookup?

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 
Go to Customer Lookup 
Go to Order Lookup 
Print 
Minimize module 

Filter

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

  1. Bank Name
  2. Bill to Address
  3. Bill to City
  4. Bill to First Name
  5. Bill to Last Name
  6. Bill to Phone
  7. Bill to State
  8. Bill to ZipCode
  9. Billing Info
  10. Check Number
  11. Client
  12. Customer Address
  13. Customer City
  14. Customer First Name
  15. Customer ID
  16. Customer Info
  17. Customer Last Name
  18. Customer Phone
  19. Customer State
  20. Customer ZipCode
  21. DNIS
  22. Employee First Name
  23. Employee Last Name
  24. Employee Number
  25. Order Date
  26. Order ID
  27. Order Info
  28. Payment Method
  29. RMO Expiration Date
  30. RMA ID
  31. RMA Open Date
  32. RMA Status
  33. Ship to Address
  34. Ship to City
  35. Ship to First Name
  36. Ship to Phone
  37. Ship to State
  38. Ship to ZipCode
  39. Shipping Info
  40. Voice Print ID
  41. 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



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. Product Info - Product Offer Name(with hyperlink to order record), OrderID/Web Order Number, Order Date, Description, Employee 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.

Product Lookup
Copyright 2019
Revised 12.9.2024

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