1- Search Box
Once successfully logged into the system, use the search box on the left hand side of the screen by filling in the fields to look up client purchase records. Valid information must be entered in the fields in order to yield desired results.
The Search Box contains the following text boxes and buttons to find customers transactions:
- Name: Search by the Name of the customer. In the "Name" text box, the user can search the transaction by entering customer’s complete name. (e.g. "DAVID HENRY") If the user doesn't have the complete name, he can use a partial name by replacing the missing information by *. (e.g. "DAVID*" or "*HENRY") The "*" replaces the information you do not have.
- Email: Search by the Email Address of the customer. In the "Email" text box, the user can search the transaction by entering a complete email address. (e.g. BIGHINK@AOL.COM) If the user doesn't have the complete Email, he can use a partial one by replacing the missing information by *.( e.g. "BIG*")
- Order ID: Search by the Order ID. In the "Order ID" text box, the user can search the transaction by entering Upclick Order ID that was sent to the customer when they placed their order. The complete Order ID must be entered. (e.g. "U3DS3PCA") No partial entries are possible for Order ID searches.
- Ref Order ID: Search by Complete Reference Order ID. (3rd Party Order) In the "Ref Order ID" text box, the user can search the transaction by entering a Reference Order ID. (3rd Party Order) The complete Ref Order ID must be entered. (e.g. "0380FB5D-EE66-40D9-807F-9E696826C994") No partial entries are possible for Reference Order ID searches.
- Proc. Tr#: Search by Complete Processor Transaction Number. In the "Proc. Tr#" text box, the user can search the transaction by entering a Processor Transaction Number. The complete Proc. Tr# must be entered. (e.g. "123456gs2rd") No partial entries are possible for Processor Transaction Number searches.
- Credit Card: Search by Credit Card number. In the "Credit Card" text box, the user can search the transaction by entering the first 6 digits of credit card number in the first text box and/or the last 4 digits of credit card number in second text box. (e.g. "567890******1234") No partial entries are possible for Credit Card number searches.
- Address: Search by the Address of the customer. In the "Address" text box, the user can search the transaction by entering a complete or partial customer address. The "*" replaces the information you do not have.
- City: Search by the City of the customer. In the "City" text box, the user can search the transaction by entering a complete City Name. (e.g. "Portland") If the user doesn't have the complete City Name, he can use a partial one by replacing the missing information by *.( e.g. "Portl*")
- ZIP: Search by the ZIP or Postal Code of the customer. In the "ZIP" text box, the user can search the transaction by entering a complete ZIP/Postal Code. (e.g. "H4T1P7") If the user doesn't have the complete ZIP/Postal Code, he can use a partial one by replacing the missing information by *.(e.g. "H4T*")
- Phone #: Search by the Phone Number of the customer. In the "Phone #" text box, the user can search the transaction by entering a complete Phone Number. (e.g. "5141234567") If the user doesn't have the complete Phone Number, he can use a partial one by replacing the missing information by *.(e.g. "514*")
- Date Range: Search by Date Range. Using the "Date Range" text boxes, the user can search by entering a start date and end date for the time period. This search will retrieve all customer orders in a specific time period.
The 2 buttons on the Search Box are:
The 2 boxes below the Search Box are the following:
2- Search Results (Table)
Search Results are displayed in a table / grid format with up to 7 records per page. Additional pages are presented if there are more that 7 records produced by the search inquiry.
The Search Results Table will display the following data: