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To search for and view orders:
| 2. | On the left Navigation pane, click Orders under Customers. The Orders page is displayed listing all orders in the database. |
| 3. | To search for an order, under the Search Orders section, enter any or all of the following: |
| • | Search Keyword: Enter a keyword. This can be a partial Order ID, First Name, Last Name, Company Name or Account Number. |
| • | Order Status: Select the order status from the drop-down list. |
| • | Begin Date: Enter the begin date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date. |
| • | End Date: Enter the end date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date. |
| • | Click Search. All orders meeting the search criteria will be displayed under Order List. |
| 4. | Click View on the order to view its details. The Order # page is displayed listing the order information, customer information and order items. |
See Also:
Change order status
Capture
Refund
Download order information to Excel
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