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  • Getting Started

    This section describes tasks that can be performed with Intershop Order Management. Furthermore, information about access and navigation is provided.

  • Platform Administration

    This section describes administration tasks including managing users, roles and permissions.

  • Managing Customers

    This section describes tasks related to customers. This includes for example searching customers, managing customer details and invoices.

  • Managing Orders

    This section describes tasks related to orders. This includes for example searching orders, managing order information and return labels as well as downloading order documents.

    • Searching Orders
      • Quick Order Search
      • Simple Order Search
      • Advanced Order Search
      • Result List Options
    • Order Detail Page Overview
    • Exporting Orders
    • Adding Order Notes
    • Managing Addresses
    • Managing Invoices

      An invoice is created for an order and sent to the consumer together with the parcel or separately. Intershop Order Management allows you to view and download invoices and mark them as paid.

    • Managing Returns (RMA)

      Intershop Order Management supports different types and reasons for returns which are configured in the supplier setup.

    • Accessing Receipts
    • Adding Delivery Confirmation
    • Adding Refund Information
    • Adding Cancellation Confirmation
    • Downloading Order Documents
    • Approving or Rejecting Orders
    • Handling Failed Payments
  • Managing Products

    This section describes tasks related to products. This includes for example searching, exporting and editing products.

  • Managing Transmissions

    This section describes how to search for transmissions and perform bulk operations.

  • References

    This section describes important concepts as well as symbols and icons that are relevant for understanding how Intershop Order Management works.

  1. Home
  2. Managing Orders

    This section describes tasks related to orders. This includes for example searching orders, managing order information and return labels as well as downloading order documents.

  3. Searching Orders
  • Getting Started

    This section describes tasks that can be performed with Intershop Order Management. Furthermore, information about access and navigation is provided.

  • Platform Administration

    This section describes administration tasks including managing users, roles and permissions.

  • Managing Customers

    This section describes tasks related to customers. This includes for example searching customers, managing customer details and invoices.

  • Managing Orders

    This section describes tasks related to orders. This includes for example searching orders, managing order information and return labels as well as downloading order documents.

    • Searching Orders
      • Quick Order Search
      • Simple Order Search
      • Advanced Order Search
      • Result List Options
    • Order Detail Page Overview
    • Exporting Orders
    • Adding Order Notes
    • Managing Addresses
    • Managing Invoices

      An invoice is created for an order and sent to the consumer together with the parcel or separately. Intershop Order Management allows you to view and download invoices and mark them as paid.

    • Managing Returns (RMA)

      Intershop Order Management supports different types and reasons for returns which are configured in the supplier setup.

    • Accessing Receipts
    • Adding Delivery Confirmation
    • Adding Refund Information
    • Adding Cancellation Confirmation
    • Downloading Order Documents
    • Approving or Rejecting Orders
    • Handling Failed Payments
  • Managing Products

    This section describes tasks related to products. This includes for example searching, exporting and editing products.

  • Managing Transmissions

    This section describes how to search for transmissions and perform bulk operations.

  • References

    This section describes important concepts as well as symbols and icons that are relevant for understanding how Intershop Order Management works.

Searching Orders

As an Order Management Tool user (contact center agent, warehouse operator or business manager), you can search for orders using the quick search box, a simple order search, or an advanced order search.

Quick Order Search

Using the quick search box, you can always search for orders, either by order number or RMA number, regardless of the selected Order Management Tool page.
Figure 1. Searching orders by order number
Searching orders by order number
Figure 2. Searching orders by RMA number
Searching orders by RMA number
To use the quick order search:
  1. Select Orders or RMA in the dropdown list.
    This enables the order search in the quick search box.
  2. Specify the order number (when selected Order) or an RMA number (when selected RMA).
  3. Press ENTER or click the search button.
    This produces the search result and immediately opens the matching order in the detail page, see Order Detail Page Overview. For more information about the search results page refer to Search Results Overview.
    Tip: The quick search box supports the wildcard characters ? and *.

Simple Order Search

The simple order search is a widget that is available for the Order Management Tool homepage, see User Interface Overview, and the Orders section.
Figure 3. Simple order search
Using the simple order search
To use the simple order search:
  1. In the simple order search widget, specify your search criteria.
    The available criteria include:
    • Order status groups, which can be pre-selected using the presets Status groups, Technical status, Approval status or Business query
      Table 1. Order status filter preset
      Preset Description
      Technical status Enables searching for all (technical) statuses that are available in the database
      Approval status Enables searching for orders of a specific approval status
      Status groups Enables searching for combinations of technical and approval-specific statuses
      Business query Enables searching for business-specific statuses: Not refunded returns, Failed payments and Unprocessed return requests
    • Shops and suppliers which can be selected and combined individually
      Figure 4. Selecting shops/suppliers
      Selecting shops/suppliers
  2. Click Find.
    This produces the search result and displays the matching orders in the result list. For more information about the search results page refer to Search Results Overview.
    Tip: Leaving the search criteria blank returns all orders as search result.
    Clicking on an order in the list opens the order detail page, see Order Detail Page Overview for details.

Advanced Order Search

Using the advanced order search, you can specify more search criteria, like product ID, date, payment method, order number, RMA number, or order addresses. To use the advanced order search:
  1. In the simple order search widget, see Simple Order Search, click Advanced order search.
    This displays the advanced order search.
  2. Specify your search criteria.
    Tip: To include order address details in your search, click Order addresses to expand the corresponding fields.
    Figure 5. Advanced order search
    Using the advanced order search
    You can use the wildcard characters ? and * (see General Search Options) for product ID (shop/supplier), order number (shop/IOM), RMA number, first name, last name, company, street/number, ZIP/postal code, city, e-mail.
  3. Click Find.
    This produces the search result and displays the matching orders in the result list. For more information about the search results page refer to Search Results Overview.
    Tip: Leaving the search criteria blank returns all orders as search result.
    Clicking on an order in the list opens the order detail page, see Order Detail Page Overview for details.

Result List Options

You can customize the order search result list to further refine your search, modify the result display, or trigger immediate actions.

Table 2. Order search result list options
Option Description
Allows to select or deselect all orders on this result page or on all result pages.
Allows to select immediate actions for selected orders (create delivery confirmation, confirm return, create cancellation).
Allows to set the number of orders per result page.
Allows to switch the result pages.
Allows to define the result page table columns to be displayed.
Triggers the CSV file download (see Exporting Orders).
On this page
  • Quick Order Search
  • Simple Order Search
  • Advanced Order Search
  • Result List Options

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