Order Search Screen

Uses these fields to search for an order based on the patron who made the purchase or the recipient of the purchase. Enter name information on which to base your search. You can enter a partial name or individual letters in this field. For example, if you enter “Sm”, all names beginning with the letters “Sm” appear. Also, the search process is not case-sensitive, so you can enter Smith, smith, and SMITH and get the same results.

When you search for orders associated with a patron, the way you enter the name affects the search results. If you enter a full name in the Patron name field, the search results include patrons with this first and last name. If you enter a single name, the program searches for only last names that match.

Enter the entire or partial membership ID you are searching for. You can enter the entire ID or the beginning digits. For example, if you enter “1”, all membership IDs beginning with the number 1 appear. If you enter “123”, IDs beginning with these digits appear.

Search by the program for which tickets were purchased.

Search by the email address used to send the receipt at the time of sale. NOTE: Searching by email does not include online sales orders.

Enter the full order number to search for a specific order.

Enter the name of the user who processed the order.

Select the sales method used when the order was processed.

Enter the barcode ID displayed on a ticket to pull up the related sales order.

If a search must match your criteria exactly, mark this checkbox. An entry in a field returns only an exact match of the characters you enter. You can enter both a first and last name or a full or partial last name.

When you mark this checkbox, wildcard characters do not work and are instead used as regular characters. For example, an asterisk (*) or percent sign (%) is used literally, rather than as a replacement for a group of characters. Similarly, a question mark (?) or underscore (_) is no longer used as a replacement for one character.

To search only orders that have a refund, select this checkbox.

To search only orders that are unpaid, select this checkbox. This is helpful in locating “pay on arrival” orders, as well as other orders that have a balance due.

To include an alias in your search, select this checkbox. Aliases appear on the Names tab of the patron’s constituent record.

To include a nickname in your search, mark this checkbox. For example, to search for Robert Hernandez by his nickname, mark the checkbox. You can now enter “Bob” in the First name field when searching for him.

For an individual, the nickname appears on the Personal tab of the patron’s constituent record.

Select an option in this field to search for orders by date they were completed. You can search by a specific date or date range. You can also search for orders from today, yesterday, this week, this month or all dates.

After you enter criteria, to activate the search, select the button.

To remove your criteria and begin a new search, select the button.

The search results appear in this grid. If multiple orders meet your search criteria, you can use the information in the Items column to locate the correct order record. This column displays the first ten items included in the order.