Quick Order/Customer Lookup

Quick Order/Customer Lookup

Module: Home
Topic: Quick Order/Customer Lookup
Version(s): Version 5.1 and up 
Editions: All Editions


The quick order lookup can be used to access an order or customer based on an OLX order number or external web order number, from anywhere in the  application.
  1. Enter the order number or web id in the text box, and choose the proper radio button for the order type.
  2. Click the  Go to Order button to open the Order Details Screen for that order or Click the  Go to Customer button to open the Customer's Details Center for that order.




Quick Order/Customer Lookup

Copyright 2019

Revised 6.3.2019

    • Related Articles

    • Order Lookup

      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 ...

    • Customer Lookup

      Module: Customer Service Path: Customer Service > Customer Service > Customer Lookup Topic: Customer Lookup Version(s): Version 5.1 and up Editions: All Editions What Is Customer Lookup Use the Customer Lookup to find a customer by various ...

    • Admin - Accounts - Customer Lookup

      Module: Customer Portal Path: Admin > Accounts > Customer Lookup Topic: Customer Lookup OLX Version(s): 5.1 OLX Editions: Commerce, Call Center The settings configured here set the parameters for your customers when they access the Login screen and ...

    • R20.3 p11 - Added Customer service and order lookup by token

      Version: 5.1 Release Number: 20.3 Patch: 11 Title: Added Customer service and order lookup by token Application Category: Other, CS Functionality (1) Patch Type: Feature Description: CS Order lookup Add token as a search criteria. CS Product Lookup ...

    • Lookup History

      Module: Home Topic: Lookup History Version(s): Version 5.1 and up Editions: All Editions The lookup history shows the last ten orders and customers you have viewed. To access the order details screen for an order, click on the link next to the ...