Search for Customers

ORDER MANAGEMENT > CUSTOMER > SEARCH

In the Customer module, the Search text box has two options that you can use to search for Customers: Customer (Search) or Customer (Filter). The difference between them is that the Customer (Filter) option only searches the LastName, Email, and PhoneNumber fields.

For both options the text entered in the search field is used as a prefix. For example, you can search for "Tre" to find customers named "Tremblay" but a search for "blay" will not achieve the same results.

Full text search for customers:

You can perform a full text search for Customers from the Customer > Search page.

1.

In the Search field enter the term that you want to search for.

The search results are displayed in the Customer > Search panel.

2.

OPTIONAL: Select a Customer record in the table to open the Customer Details panel which contains all the details for that Customer.

Searching for a customer using Find:

ORDER MANAGEMENT > CUSTOMER > ACCOUNTS

You can perform a find for Customers Last Name, Phone Number, or Email from the Customer > Accounts page.

You can find a customer by using Last Name, Phone Number, or Email criteria.

1.

In the Find: drop-down menu, select a criteria from Last Name, Phone Number, or Email .

2.

Enter a keyword in the Enter keyword field and click enter.

Searching for a customer when creating a new order:

ORDER MANAGEMENT > ORDER > ORDERS

You can search for Customers when creating a new order from the New Order lightbox.

1.

From the Customer tab in the New Order Lightbox, do one of the following:

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To search through the entire customer list, with the search field empty, click the Search icon.

Your Orchestration Console Administrator can limit the customer search to customers associated with the current/child scopes only or allow it to search through all customers.

Although a customer might initially be associated with one scope, after the new order is submitted, the customer will become associated with the scope of the order's fulfillment location.

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To search for a customer by name, enter the first or last name in the Search field and click the Search icon.

A list of all the customers with the specified name is displayed.

2.

Double-click to select the Customer that you require.

The selected Customer appears in the Customer column and their last order information, if any, appears in the Last Order column.

REFERENCES

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Managing Customers

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Customer Details Panel

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New Order Lightbox