The filled orders screen is used to search and view orders that have already been filled. As with the other Order tabs, there are a variety of search fields and information displayed. The search fields include:
Order Date From – Select the starting date for the orders you wish to display.
Order Date To – Select the ending date for the orders you wish to display. The Order Date From and Order Date To fields are only used if the rest of the search fields are left blank.
Order No – Enter an order number to view that particular order.
User ID – Enter a user ID to view all filled orders for that user.
Customer – Enter the customer’s first, last or company name to view their orders.
Date Filled – Enter the date filled to search using the special date format. Enter just the year to find all orders for a particular year (i.e. 2004). Enter the year then the month to find all orders for a specific month (i.e. 2004-02). Finally, enter the year, then the month, then the day to find orders filled on a particular day (i.e. 2004-02-01).
Affiliate – Enter an affiliate ID to find orders linked to that affiliate.
Void – You can use this setting to find orders that have been voided, due to either cancellation or fraud. Or select to show non-voided orders.
A link is also provided to show ALL filled orders.
The information displayed for the orders is as follows:
Customer – The customer that placed the order. If you have user admin permissions, you can click on the customer name to view their user summary page.
Date Filled – The date the order was filled
Affiliate – The affiliate for the order, if any.
Void – If the order was voided, shows the void reason.
The filled screen also has functions for removing orders. You can individually check off orders and click Delete Checked to permanently remove them from the database. All related information such as guest customer accounts and purchase orders will also be deleted.
Alternatively, you can purge an entire month’s worth of filled orders from the database at once. This is useful to do to keep your database size down if you have a lot of old orders in the system. Just select the month and click Clear Month to remove these orders.