Order Lookup 

In the Order Lookup option you can retrieve and view orders that your customers have placed. To search the customer database for specific orders, enter text in the Search Criteria field and select the type of data you want to query, then click the Find Now button. The system will search for the string of data that has been entered. The default on this screen is a search by Customer Name. If no entry is made in the Search Criteria field, then a list of all orders for your catalog will be returned.

The types of data categories are:

Customer Name - whole or partial names can be entered

Customer Address - whole or partial addresses can be entered

Customer Telephone Number - since you will not always know what format the customer entered his telephone, the wild card symbol, % , can be entered after each set of numbers, e.g. 414%123%2345. Whole or partial strings of telephone numbers can be entered.

Customer EMail - whole or partial email addresses can be entered

Order Number - correct order number must be entered 

If no criteria is entered a list of all orders, sorted by the first character of the first name (if the order was incomplete and there was no name entered, the blanks will be displayed first), will be returned with the following information displayed.

You can now click on the view button for a particular customer and the following screen will appear.

Click here for documentation on the Customer Lookup option if you need help for the Customer Profile, Standards List, or Customer Discounts tabs.  

The bottom portion of the Latest Customer Information screen is the Past Customer Orders list and will have the following information displayed: Order Number, Customer, Date Purchased, and Status. 

The following are the various order status conditions that may be displayed:             

 Approved (Unprocessed) - the order has been approved by the bank and waiting for fulfillment by your company.

Approved (Processed) - the order has been approved by the bank and filled by your company.

Declined  - the order has not been approved by the bank. Your company can contact the customer to see if they still want to place an order and pay by some other means.

Incomplete - the customer did not complete the order. Depending on the level of information entered, your company can chose whether or not to contact this customer about their order. 

Error - there was an error in completing the bank transaction or the customer supplied inaccurate credit card information. Depending on the error, your company can chose whether or not to contact this customer abut their order. 

You can now click on the View button and the Packing slip for that order will be displayed. Please note that in this case that the order status is Approved (Unprocessed).