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How to search for orders

PostedJanuary 3, 2025
UpdatedJanuary 3, 2025
ByKevin Kirwan
  1. Access the Manage Order page
    • Click on the Sales Order tab in the left-hand menu.
    • A dropdown will appear; select Manage Orders.
  2. Searching the Orders
    • Depending on the Information you have you can use any of the following:
      • (Optional) Input the full Order Number into the Order Number box.
        • Tip: The Order Number search matches the box to the order numbers, so will only get the exact order with that number.
      • (Optional) Input the Customer Name into the Customer Name box and select the customer from the drop down.
        • Tip: Selecting the customer will bring up all orders that have that customer attached to the order.
      • (Optional) Input the Email into the Email box.
        • Tip: The email box allows you to search by a portions of the string or the whole thing. EX: you can search for all customers with an email with ‘gmail’ in it or by the exact string ‘testuser@gmail.com’.
      • (Optional) Click the Payment Method box and Select the Payment Method from the drop down box.
        • Tip: Selecting the payment method will bring up all orders that have that payment method attached to the order.
      • (Optional) Click on the Order Status‘s check mark box in the Order Status section.
        • Tip: The order status section will restrict the table to only have results from the checked boxes in the order status section.
      • (Optional) Click on the Order Sources’ check mark box in the Order Sources section.
        • Tip: The order source section will restrict the table to only have results from the checked boxes in the order source section.
      • (Optional) Click the Date Range box and Select the desired Time Frame from the drop down menu.
        • Tip: You can also customize the date range by selecting the dates from the From and To boxes.
      • (Optional) Input the search info into the Table Main Search box.
        • Tip: The Table Main Search box will search each column and start to filter the table with each character inputted into the box.
      • Click on the Search Box.
Posted
Updated
ByKevin Kirwan
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