POS - Using the Order Lookup Function

This document describes how to look up a customer's order history using the order lookup page.

Navigate to the Order Lookup page by opening POS and selecting Order Lookup under TOOLS.

POS allows order lookups based on many different criteria; therefore, you will need to select the appropriate criteria from the tab options. The examples pictured below show how to enter that information into POS.
- Note: POS allows for multiple criteria in a search and this is recommended as any one criteria may return hundreds of results.

Order Number: To find an order for which the order number is known, enter the order number here.
Clarify Order Number: NOT USED
Order Source: Use this drop-down menu to select the source of the order.
Sales Representative: Use this drop-down to select the salesperson that completed the order. Note that this should be used in conjuction with other criteria as each sales person has likely done at least hundreds of orders.

Start Date Range: Use this criteria if you know that an order was purchase after or on a certain date. This MUST BE ENTERED in a specific format: MM / DD / YYYY (i.e. 04/24/1924).
Note: If you know an order happened recently, it usually helps to use this criteria to narrow the search by entering a date that was a few months prior to the search.
End Date Range: Use this criteria if you know that an order was purchased before or on a certain date. This MUST BE ENTERED in a specific format: MM / DD / YYYY (i.e. 04/24/1924).

CBS Customer Number (UDDS): Use this criteria if you know the customer (CBS Customer #) or department (UDDS) that placed the order.
Cust/Dept Name: User this criteria if you know the customer's first and/or last name or the department's name that placed the order.

Requisition Number: Requisition numbers are no longer used, but this criteria can still be used for searching based on a DoIT Number (make sure that you have a capital D).
Purchase Order #: Use this criteria if you know the purchase order # used to purchase the order.

Item #: Use this criteria if you know the item number of an item that was purchased on the desired order.

Price: Use this criteria if you know the total amount of the order. This search is helpful if a customer brings in a credit card receipt.
Price Offset: Use this criteria, in conjunction with Price to find orders where you have a rough idea of the price. Ex: a price offset of 2 will give return all orders with a price within +/- $2 in relation to the value entered in Price.