Search Orders Form

The Order Search form has four main sections:

1. Order Information

2. Fulfillment

3. Address

4. Back Office

Select the desired criteria into the search form, then click Show Orders to view the results.

Note:

Search capabilities include the ability to include (+) and exclude (-) desired data points in a single search. A blue border around a search form means the criteria will be included in the results. A red border designates the search form will exclude selected criteria from the search.

It is always best, when able, to include what you can, as opposed to omit.

Order Information

Create Date	Use the smart-search to create a dynamic saved search, or enter specific dates that orders were created in the date range.
Date Range	Specific dates that the order were created.
Billing Status	Paid, Credit, Refunded, Partial Paid, Authorization CC, Billed, Cancelled, Declined CC, Not Paid, Void.
Order Source	Alloc, Club, Events, FOB, Inbound, Int, Outbound, PH/Fax/Mail, POS, Web, WHSLE.
POS Terminal	Tasting Room registers have a Terminal ID number.
Sales Rep	Who created the order.
Order ID	Order number, unique identifier, assigned by database.
Order Total	Invoice total.
$0 Orders	Include or Omit $0 orders.
Discounted Items	Include orders with or without discounts on them.
Customer ID	Customer ID associated to the order.
Customer Name	Customer name associated to the order.

Fulfillment and Shipping Information

Ship Status	Identify orders by searching a specific ship status.
Ship Method	Identify orders by searching a specific ship method.
Ship Code	Identify orders by searching a specific ship code.
Ship/Pickup Date	Identify orders by searching a specific ship or pickup date.
Date Range	Identify orders by searching a specific ship or pick date range.
Inventory Location	Identify orders by searching a specific inventory location.
Fulfillment Co.	Identify orders by searching a specific fulfillment company.
Brand Key	Identify orders by searching a specific brand key.
Compliance	Identify orders by searching a specific compliance result (All, Passed, Failed, or Not Checked).
Fulfillment Shipped	Identify orders by searching a specific shipping result (All, Passed, Failed, or Not Checked).

Address Information

Billing / Shipping Address
First Name	Search by the first name of the billing OR or shipping address information.
Last Name	Search by the last name of the billing OR shipping address information.
Address 1	Search by the main address of the billing OR shipping address information.
Address Line 2	Search by the second line address of the billing OR shipping address information.
Address Company	Search by the company name of the billing or shipping address information.
Phone	Search by the phone number of the billing OR shipping address information.
Zip	Search by the zip code of the billing OR shipping address information.
State	Search by the state of the billing OR shipping address information.
Country	Search by the country of the billing OR shipping address information.

Back Office

Close Date	Search orders by Close date, which is used to lock data in an order, and trigger integration with an accounting system.
Modified Date	Date an order was modified.
Tags	Search for one or multiple order tags associated to the orders.
Product Sales Category	The product sales category associated to the specific product.
Products	Specific products on the order.
Wine Club Event	The Wine Club event associated to the order.
Remix Order	Search for orders that have a Wine Club Remix (Any, Yes, or No).
Allocation Event	The Allocation event associated to the order.
Extra Requests	Allocation orders with wish grant requests.
Reconciled	Visual marker for accounting when an order has been reconciled.
Promo Code	The promo code used on the order.
Campaign	The campaign the order was purchased from a click-through to a product.
Customer Comments	Customer comments on the order.
Internal Comments	Internal comments on the order.

Sort and Filter Results

Use the Sort By drop-down to select the sort order of your result list. Order results will default to Create Date, with newest on top.

Best Practice: Use the Back Office section to search for orders created specifically from campaign click-through to your online store. The Search allows you to find orders from a single campaign, or search multiple email campaigns at once. For even more insight, compound this search with specific promo codes to track highly specific order behavior.