Search Orders Form
The new Order Search form has four main sections:
1. Order Information
4. Back Office
Select the desired criteria into the search form, then click Show Orders to view the results.
Note: The new search provides 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..
|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).
|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.|
|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:In the new Order Search form, 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.