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:
Enter a search keyword in the Find field at the top of the order list:
|
Keyword |
Notes |
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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 |
Click Find (magnifying glass icon) or press <Enter>.
All matching orders are listed in the Find window.
Confirm and select the correct order or select from other options:
Highlight an order and double-click, press <Enter>, or choose Select <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 Advanced Find to narrow your search to a specific field or specify other search criteria and search again
Select Add New <order type> to create a new customer order