Searching Sales Requests

To search for sales requests:

1. From the Applications menu, select POS Front Office > Sales and Return Requests > Sales Request Search. This opens the Sales Request Search window.

   (Show picture)

   

2. Enter the search criteria.

   (More)

   Receipt Number

   The Receipt Number is the tracking number associated with the Sales Request. This number is created when a Sales Request is created. The number is based on the store abbreviation and register of the Sales Request location. This field allows wild cards.

   Entered By

   Entered By is the individual who created the sales request.

   Order ID

   The Order ID is number of the order associated with the sales request.

   Reference Number

   The Reference Number on a Sales Request is the credit card authorization number received from your company's payment vendor.

   Entered Date

   The Entered Date is the date and time the sales request was created.

   Customer Information

   You can include customer information in your search criteria. Wildcards are accepted in these fields.

   Fulfillment Type

   The Fulfillment Type specifies how the sales order will be fulfilled.

   • Pickup at the Same Location - The customer will pick up their products from the location creating the sales request.

   • Pickup at a Different Location - The customer will pick up their products from a location other than the location creating the sales request, such as another store.

   • Delivery from the Same Location - The customer's products will be sent from the location creating the sales request.

   • Delivery from a Different Location - The customer's products will be sent from a location other than the location creating the sales request, such as another store or warehouse.

   Sales Request Location

   The Sales Request Location is the "store" that created the Sales Request.

   Request Status

   The Request Status is the current status of the Sales Request.

   Fulfillment Location

   The Fulfillment Location is the "store" selected to ship the items to the customer.

   Order State

   The Order State is the stage the order has reached in its execution plan. Order States are set up in Admin Console under Data Management.

3. Click Search. This displays the Sales Request Search Results window.

   (Show picture)

   

   Note:

   Only results allowed by a user limit-to profile will be displayed.

See also:

Sales Request Search Results