Finding an order

Use the HCL Commerce Accelerator to find customer orders.

Procedure

  1. Open HCL Commerce Accelerator
  2. Open the Find Orders window.
    • Consumer direct (B2C)Click Operations > Find Orders.
    • B2B directClick Sales > Find Orders.
    A search window opens.
  3. Enter the order information for at least one of the following fields:
    • In the Order number field, type the number that uniquely identifies the order. The system performs an exact search (if you type 12345, for example, the system searches for the order with order number 12345).
    • In the Customer logon ID field, type the customer's unique store logon ID. If this search was opened by clicking Find Orders from the Order History list for a particular customer, the customer logon ID is pre-filled with the customer's logon ID for the store.
      You can also select the type of search that you want from the list beside each search field. For example, to search for the logon ID johnsmith, note the following options:
      • If you type john and select Match case, beginning with, the system searches for matches that start with "john"; for example, the system might find "john", johnbrown, and johnsmith.
      • If you type john and select Match case, containing, the system searches for matches with the string "john" in it; for example, the system might find "123john", "john123", and johnsmith.
      • If you type john and select Ignore case, beginning with, the system searches for matches that start with any variation of the string "john", using upper and lower case (such as "john" or "JOHN" or "John"); for example, the system might find johnbrown, johnsmith, and johnsmith.
      • If you type john and select Ignore case, containing, the system searches for matches with any variation of the string "john", using upper and lower case (such as "john" or "JOHN" or "John"); for example, the system might find "123johnbrown", "JohnSMITH123", and johnsmith.
      • If you type johnsmith and select Exact match, the system searches for the occurrences of your exact search query; for example, the system might find johnsmith.
    • Alternatively, click Advanced search to use advanced-search options such as searching by order status, B2B direct account name, and important order dates. Specify order information for at least one of the following advanced options:
    FieldData to be entered
    Order Number The number that uniquely identifies the order. The system performs an exact search (if you type 12345, for example, the system searches for the order with order number 12345).
    Customer logon ID The customer's unique store logon ID. If this search was opened by clicking Find Orders from the Order History list for a particular customer, the customer logon ID is pre-filled with the customer's logon ID for the store.
    Order status Select the status of the order, such as a submitted order or a shipped order.
    Order item status Select an order item state.
    Contains SKU All or part of the stock-keeping unit (SKU) of a product
    Blocked status Select blocked or not blocked.
    Find orders that have not been fulfilled Select the check box to search for orders that have not yet been fulfilled.
    Fulfillment center name Select the fulfillment center for the order.
    Payment account number The last 5 digits of the payment account number
    Account Name
    • From the Select account list, select the name of the account.
    • Search for an account:
      1. In the Search for accounts field, type all or part of the account name and from the list below this field, select how you want the system to perform your search.
      2. Click Find Account.
    Created Specify the dates between which the order was created. You can use the calendar tool to enter the date.
    Modified Specify the dates between which the order was last updated.
    First name All or part of the first name of the customer to whom the order is billed or shipped.
    Last name All or part of the last name of the customer to whom the order is billed or shipped.
    Address All or part of the billing or shipping address of the customer to whom the order is billed or shipped.
    City All or part of the city of the customer to whom the order is billed or shipped.
    ZIP/Postal code All or part of the ZIP or postal code for the billing or shipping address of the customer to whom the order is billed or shipped.
    E-mail address All or part of the primary e-mail address for the customer to whom the order is billed or shipped.
    Phone number All or part of the primary telephone number for the customer to whom the order is billed or shipped.
    Billing first name All or part of the first name of the customer who is billed for the order.
    Billing last name All or part of the last name of the customer who is billed for the order.
    Billing address All or part of the billing street address of the order.
    Billing city All or part of the city in the billing address of the order.
    Billing ZIP/postal code All or part of the ZIP or postal code of the billing address of the order.
    Shipping first name All or part of the first name of the customer to whom the order was or is to be shipped.
    Shipping last name All or part of the last name of the customer to which the order was or is to be shipped.
    Shipping address All or part of the shipping street address of the order for which you are searching.
    Shipping city All or part of the city in the shipping address of the order for which you are searching.
    Shipping ZIP/postal code All or part of the ZIP or postal code of the shipping address of the order for which you are searching.
    Organization name All or part of the name of the organization to which the order for which you are searching belongs.
    Maximum number of matches to display The maximum number of search results that you want the system to display.
  4. Click Find. A list of orders that match the search criteria is displayed.