Search for Orders

If a patron has questions about an order, you can search for and access the completed order record to view transaction details. These details include a list of all items purchased or refunded, all payments received or refunded, the order and post statuses, as well as any balance that is due on the order. For more information about the completed order record, see View Completed Orders.

To efficiently search for and locate completed orders, you access Sales and select Order Search. You then enter criteria on the Order Search screen to help you locate the correct order. For example, you can enter the patron’s name, the recipient’s name, and the name of the user who processed the order. To search for a specific order, you can enter the full order number.

Note: You can replace parts of a search phrase with wildcard characters if you do not know the exact spelling or to save time. Use the asterisk (*) or percent sign (%) to represent a group of characters and the question mark (?) or underscore (_) to represent an individual character. For example, to locate all patrons with a last name ending with the letters “son,” enter "*son" or "%son" in the name field. For the last name Smith or Smyth, enter "Sm?th" or "Sm_th."

You can also search by the patron’s membership ID, the program name, or sales method. If you want to include orders placed during a certain period of time, 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. For information about each item on this screen, see Order Search Screen.

If a patron has their ticket handy, you can enter the ticket barcode ID on the Order Search screen to search for the related sales order. If applicable, you can also scan the ticket’s barcode to search by barcode ID.

Tip: You can limit the order search to refunds only by selecting Only search refunds. If you want to search for unpaid orders, select Only search unpaid orders. This is helpful in locating “pay on arrival” orders, as well as other orders that have a balance due.