The OmniSearch in the Orders web module lets you choose whether to search for billing orders, orders (assembly phase), carts, sales and no sale transactions. Orders is the default search.
Selecting any other search option will add Order back to the list.
Cart Search
When Cart Search is selected the main search field lets you search by Account Number, Customer Name or Cart ID. More Options provides the following additional criteria.
Order Search
When Order Search is selected the main search field lets you search by Account Number, Customer Name or Order ID. More Options provides the following additional criteria.
Sale Search
When Sale search is selected the main search field lets you search by Account Number, Customer Name or Cart ID. More Options provides the following additional criteria.
No Sale Search
The OmniSearch bar lets you search on location name, register name, receipt number, or no sale transaction ID.
Note:
Location Name and Register Name can use wild cards and will return partial matches. Receipt Number and No Sale ID return exact matches only. More Options lets you search by date range, user who created the transaction, no sale type, receipt number, state, location, register, and/or register number, with all text-entered fields using a wildcard search.
Below shows the result of a search on Skim Cash no sale type.
Note:
The No Sale Search will return only those transactions from locations where the current user (doing the search) is authorized. Also, unless that user has the Manage Registers permission, the search will only return No Sale transactions that have Created By user matching the user’s name.
Clicking a link in the left side No Sale column displays details for the sale. Skim Cash details is shown below.
Managing Retail Transactions
For retail web transactions you can search by order, cart or sale (depending on how you set up your starting blocks). For orders, there is a possibility the order has been tendered but not yet submitted. This condition will be indicated by an orange icon in the first (left) column. The icon will turn blue once the order has been submitted.
Note:
Tendered transactions CANNOT be deleted.
Direct Invoice Search
When direct invoicing is enabled in systems at version 22.4 or later, the OmniSearch page in Orders provides an option for searching on direct invoicing transactions.
Under More Options, the Direct Invoice search lets you search by receipt number.
Example Search Result:
Customer Care – Direct Invoice History
When direct invoicing is enabled in systems at version 22.4 or later, in Customer Care, the Orders menu provides an option for viewing Direct Invoice History.
The functionality on this page is similar to the Order History page in Customer Care. Clicking a Direct Invoice link (far left column) takes you to the transaction on the Orders web module.
