Quick Order/Customer Lookup & History

Quick Order/Customer Lookup & History


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

Version 5.1 R21 and Up

In release R21 we have moved the quick look up and history features from the left menu pane to the top menu bar.


Hover over the magnifying glass and the lookup section will popup.


  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.


Version 5.1 R20 and Prior

Quick Order Lookup

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.



Lookup History

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 package icon.
  • To access the customer details screen for a customer, click on the link next to the customer icon.


Quick Order/Customer Lookup & History
Copyright 2019
Revised 3.18.2025

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