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Searching POS
Finding a Past Order
The easiest way to find a past order is to enter the customer’s phone number into POS as you would for a new order and looking at the order history for that customer. To get a copy of the original order, in POS go to Start> Orders> Search Order History or go to OIC> Orders> Order Recall. Clicking on one of the orders on the list in POS does not pull up that order. It enters a new order with everything that was on that order. The prices will be the current prices without any discounts that may have been applied when the original order was taken.
Searching Order History
Go to Start > Orders > Search Order History.
The first pulldown to the left has some things you can search by: Entered Date, Due Date, Customer Last Name, Customer Phone Number, Coupon Code, Order Total, or Order Number. Select the one you want to use.
The next pulldown has some choices for how you want to search. This pulldown lists different choices depending on what you have decided to search for.
The next field to the right is where you enter the data that you want to search for.
Now you must click the green “Add search parameter” button.
Then click search and POS will list all orders that meet those criteria.
You can have more than one search parameters like entered date is equal to 1/1/15 and add another parameter of with Customer Last Name starts with joh. This would give all the customers who order that day with joh as the first 3 of their last name.
When entering phone numbers use hyphens like 999-999-9999.
To remove a search parameter, click the magnifying glass “View search parameters” button. When you click on a parameter it removes it.
You may want to see where the addresses that are listed in the results are located. Just click the “Map View” button.
You can manipulate the results by clicking the column name. That will put the results in order by the data in that column. To make the column wider, hover the mouse pointer over the light grey line on the right of the column name and the pointer will change to ß||à. Click and drag the line to the right.
After you locate the order, click on that order, and you can use the reprint tickets feature to get any ticket you may need for the order.
If you want to see all your deliveries that you have taken for a certain time frame on a map. Enter the date range criteria for Due Date, add click Add parameter button, click Search button, and then click View Map. The search is limited to 4000 orders. Below is a map of some deliveries in Arlington.
Note: a red pin is an in-house delivery taken by one of our team. A green pin is an Outsourced delivery that was delivered by one of our 3rd party delivery service providers. If you click on a pin it will show order number and order total.
Searching Customer History
Go to Start > Customers > Search Customers.
The first pulldown to the left has some things you can search by: Last Name, Street Address, eMail, City, Zip Code, Phone Number, Note, First Order, Last Order, or Order Count. Select the one you want to use.
The next pulldown has some choices for how you want to search. They all have “is equal to” but this pulldown lists different choices depending on what you have decided to search on.
The next field to the right is where you enter the data that you want to search for.
Now you must click the green “Add search parameter” button.
Then click search and POS will list all orders that meet those criteria.
You can have more than one search parameters like entered date is equal to 1/1/15 and add another parameter of with Customer Last Name starts with “joh.” This would give all the customers who order that day with “joh” as the first 3 of their last name.
When entering phone numbers use hyphens like 999-999-9999.
You are searching the entire 2,000,000 customers in the database so be sure to add enough parameters so that your results are low enough for it to run. If there are too many results your search will not run. If it fails to respond with a result narrow the search parameters.
To remove a search parameter, click the magnifying glass “View search parameters” button. When you click on a parameter it removes it.
You can then download the results in Excel by clicking “Download.”
You can manipulate the results by clicking the column name. That will put the results in order by the data in that column. To make the column wider, hover the mouse pointer over the light grey line on the right of the column name and the pointer will change to ß||à. Click and drag the line to the right.