The Customer Order Detail Find program allows you to find any product in your system and call up all previous and current Customer Order information for that product (along with other information, if desired). For example, let's say you want to find out the Customer Order history of Harry Potter. You can run the Find to call up Harry Potter, and the Customer Order history for that book will then display.
To access the Customer Order Detail Find program:
From the main menu, choose Modules-Customer Orders-Detail Find. The Customer Order Detail Find screen will display.
At this point, run a search for a product (or products) whose Customer Order history you want to see. You can run the search using Products as the search criteria, or you can use any of a number of other search criteria. But either way, the program will call up a list of products and the Customer Order history for those products. For information on running a standard search, please click here.
|
Note: |
You can also scan the barcode of a product, and that will automatically run the search for that product. |
Once you have set your search criteria and run your search, the results will display in the grid in the lower portion of the screen. If you ran your search for just one product, just that product's Customer Order history will display. If you ran the search for multiple products, then all of them will display.
The columns of the grid portray a plethora of information, including Customer Order ID, quantity ordered, quantity allocated, and so on.
If you want to view the Customer Properties for a particular Customer Order:
Highlight the appropriate row in the grid, then click on the Customer toolbar icon at the top of the screen. You will be taken to Customer Properties for the Customer Order you just selected (that is, you will be taken to Customer Properties for the customer who placed the Customer Order in question)
.If you want to view the Customer Order Properties for a particular Customer Order:
Highlight the appropriate row in the grid, then click on the Customer Order toolbar icon at the top of the screen. You will be taken to Customer Orders Properties for the Customer Order you just selected.
If you want to view the Product Properties for a product in the grid:
Highlight the appropriate row in the grid, then click on the Product toolbar icon at the top of the screen. You will be taken to the Product Properties page for the product you just selected.
If you want to turn on Grouping:
Click on the Grouping icon in the toolbar at the top of the screen. This turns on Grouping for the list of records.