Search for a Customer Order

Quick Find | Sort a List | Filter a List

Pro

Instructions for searching in your customer order lists (layaway, sales order, or work order) are given below.

You can also locate customer orders by looking in the customer's history.

To search for a customer order:

1. Enter a search keyword in the Find field at the top of the order list:

Keyword | Notes
Order #: | Enter the order number
Order Date: | Enter in mm/dd/yyyy or mm/yyyy format, including slashes, Example: 10/05/2005 finds all orders made on October 5; 10/2005 finds all orders made in October
Associate: | Enter Associate login name
Customer Name | Enter customers last or first name
Company Name: | Enter the customers company name
Serial #: | Enter an item serial number that was recorded on the order

3. Click Find (magnifying glass icon) or press <Enter>.

All matching orders are listed in the Find window.

4. Confirm and select the correct order or select from other options:

- Highlight an order and double-click, press <Enter>, or choose S elect <order type>.

The order is displayed and all normal options are available to take or refund deposits, sell items, generate a purchase order, or print are available.

OR

- Select A dvanced Find to narrow your search to a specific field or specify other search criteria and search again

- Select Add N ew <order type> to create a new customer order

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Related Topics

Customer order overview

Customizing the columns in the Find window