Customer and Order Lookup

General Information

This screen enables you to find a customer and/or order in the M.O.M. customer and order database. Depending on whether you access this screen from the lookup option on the Customer or Order pull-down menus (or tool-bar buttons or) the cursor is positioned in either the Customer or Order sections of this screen.

Looking up a Customer

The customer lookup uses any one or a combination of seven customer fields to search the customer database for matches. Enter information in any one of the fields and press ENTER to lookup a customer. The cursor sequence in the lookup fields in the Customer Lookup is determined by the settings made in the Maintain Global Parameters - Customer Entry screen.

Customer Lookup Fields

1. CUSTOMER # - the M.O.M.-assigned number for the customer.

2. ALTERNATE # - the special customer identifier based on the entry made in the XBASE EXPRESSION FOR ALTERNATE CUSTOMER NUMBER field on the Maintain Global Parameters - Customer Entry screen.

3. LAST NAME - the last name of the customer. You can enter the complete name or part of the name. For example, RUB for RUBENSTEIN. Also, depending on the settings in the Maintain Global Parameters - Customer Entry screen, this field automatically searches for names that "sound the same" as well. For example, if you enter SMYTH, M.O.M. still finds SMITH. Note: FIRST NAME - depending on the settings in the Maintain Global Parameters - Customer Entry screen, a first name may be entered with LAST NAME for a more precise search.

4. COMPANY NAME - the company for the customer when one applies. You can enter the complete name or part of the name. For example, DYDA for DYDACOMP. Also, depending on the settings in the Maintain Global Parameters - Customer Entry screen, this field automatically searches for names that "sound the same" as well. For example, if you enter I.B.M., IBM, or The IBM Company, M.O.M. still finds IBM.

5. ZIP CODE - the ZIP or postal code for the customer. You can enter the complete or partial zip code. For instance, you could enter 0740 to find all matches with 07401, 07402, 07403, etc.

6. PHONE - the phone number for the customer. You can enter the complete or partial phone number. For instance, you could enter the area code 201 to find all matches with that area code.

7. ALT/FAX - the alternate phone number or fax number for the customer. You can enter the complete or partial number. For instance, you could enter the area code 201 to find all matches with that area code.

8. E-MAIL - the e-mail address for the customer.

Customer Search Results Display

M.O.M. informs you of the results of your search in the Status Bar at the bottom of the screen. The first and second column headings in the list box are determined by the lookup field(s) that you used to search for the customer. For instance, if you looked up by COMPANY NAME, the first column would be COMPANY NAME. Click on these column headings to resort the list according to that field . The third column heading can be changed. This setting is user-specific and when changed it remains in effect until changed again by that user. Click the to sort by the third column.

The SEARCH pull-down menu allows you to limit your lookup to specific types of addresses on file for a customer, for instance, shipping addresses, billing addresses, sold-to addresses, contacts, etc.

Selecting from the List

When multiple matches are found, the list of matches is displayed in the list box in the middle of the screen. To select a match, position the cursor on the name in the list and press ENTER (or double click or press the SELECT button). Note: When the list of multiple matches is large, you can enter a second lookup field to limit the search. For instance, if you looked up by LAST NAME for "Smith", you could enter ZIP CODE to limit the search.

No Matches - Adding a New Customer

If no matches are found, press the NEW CUSTOMER button to add a new customer to the database.

See Also

Deduping and Deleting Names

Looking Up an Order

The order lookup uses any one of seven fields to search the order database for an exact match. Enter information in any one of the four fields and press ENTER to look-up and display the order. To add a new order, press the NEW ORDER button.

Order Lookup Fields

      Main Search Fields

1. ORDER NUMBER - the M.O.M.-assigned number for the order.

2. ALTERNATE ORDER # - this can be any of the following 1.) the special order identifier based on the entry made in the XBASE EXPRESSION FOR ALTERNATE ORDER NUMBER field on the Maintain Global Parameters - Order Entry screen, 2.) an order number from another system or assigned by an outside service agency and imported into M.O.M. using the Import/Export Module, 3.) the order number given to your web shopper using the SiteLINK web commerce option.

3. RMA# - the Return Merchandise Authorization number created when an RMA is processed for an order.
   See   Also  Processing an RMA.

4. PRODUCT...WITH A SERIAL NUMBER - for serialized inventory only. The stock code and the serial number.
   
   Other Search Fields

1. CREDIT CARD NUMBER - the customer's credit card number used for the order. Note: In the case of multiple orders with the same card number, M.O.M. will display all the orders containing this credit card number.

2. P.O. NUMBER - the purchase order number entered for a customer's order.

3. TRACKING NUMBER - the shipping tracking number from a box in a customer's order.

4. SEGMENT ID - the segment id number of a segment for the order.

5. BOX ID - the box id number of a box for the order.

6. CHECK NUMBER - the customer's check number used for the order.

7. GIFT CERTIFICATE NUMBER - the customer's gift certificate number used for the order.

8. ITEM ALTERNATE ID - the M.O.M.-generated alternate item ID number for products on orders imported using the Web Auction Management Module or the Amazon Order Management Module. Note: This selection performs a search for items containing the value, not an exact match.

9. ECHECK ACCOUNT NUMBER - the billing customer’s checking, savings or business checking account number used to generate an echeck payment.