Introduction to the 'Find Orders' Feature
In this article, we will outline how to use the 'Find Orders' section of the InterFulfillment customer portal. Using this feature will enable you to accomplish the following:
- View which of your orders are in our system.
- Check the status of your orders.
- Retrieve the tracking numbers of your orders.
- View all available order information in real-time.
- Export order data to an Excel or CSV file for external use.
- Sort orders using numerous filters to ensure you get only the information you need.
In order to navigate to this feature, simply login to the InterFulfillment Customer Portal, and navigate to 'Orders > Find Orders' as seen in the image below.
Accessing the information you would like displayed in your orders table is quick and easy, as is filtering the exact orders you would like to see. In the next two sections, we will outline how to do this step by step.
How to Customize Your ‘Find Orders’ Columns Configuration
In order to customize the information displayed in your 'Find Orders' list, follow these simple steps.
STEP ONE: Navigate to the 'Orders > Find Orders' section using the left side menu. By default, the following information columns are enabled on each account 'Find Orders' table.
- Create Date - displays the date the order was created in the system
- Customer - the name of your account
- Reference Number - the number assigned to your order by your website or when manually creating your order
- Status - displays the current status of your order
- Transaction ID - the number your order has been assigned by our system at the time of importation
- Warehouse - the designated facility which your order is to fulfilled from
STEP TWO: Roll over the 'Options' dropdown menu button on the upper left corner of the window and select 'Columns' as seen below.
Once this is selected, the 'Manage Columns' window overlay will open. As you can see, all the aforementioned default columns are checked (enabled). This is when you can choose which columns you would like to enable or disable.
Now you may go ahead and enable or disable your desired columns.
Generally, the 'Customer' and 'Warehouse' columns should be disabled, as they will typically be the same for every order. Also, the 'Tracking Number' column is often enabled. This will display the tracking number for each individual order as soon as it is available.
Here are some column configurations we have found that many other customers find very useful. In the example pictured below we have selected the following:
- Ship Service - displays the carrier and shipping tier the order has been designated
- Ship to (all of them) - enables the shipping information associated with each order
- SKU / Quantity - displays the SKU and quantity that will be shipped with that order
- Tracking Number - displays the tracking number as soon as it becomes available
Once your columns are enabled, you can drag and drop as well as resize them as you see fit.
Don't worry, you won't have to do this every time you log on. The system will remember the column configurations you choose for your table and display them whenever you log in using your account in the future. Even from a different computer.
Finally, here is a quick video outlining the process of how to customize the columns of your 'Find Orders' configuration.
How to Filter the Orders Displayed in Your 'Find Orders' Table
Now that you have mastered setting up 'Find Orders' to display the information columns you need, it is time to learn about how to display the orders which can be displayed and even exported into a file for external use and analysis. You can find these filters on the left side of your 'Find Orders' table (as pictured below).
To start, let's review and outline the Search Filters and parameters available.
Multi Search - Filters for orders that contain the specified value in Transaction Number, Reference Number, or PO Number. Perfect for finding a specific order if you have that information in hand.
Search by Date Range - This filter allows you to narrow the orders displayed down to a specified date or date range using the order's 'Create Date' (when it was transmitted to our system). You can even specify the time of day if you would like. Now that is a precise filter!
Search by General - This should remain collapsed as it will simply display your account name and our warehouse location by default.
Search by Order Details - This is the most comprehensive filter grouping. It allows you to specify a group of orders using Reference Number, SKUs, Ship To Information, Status, Inventory Allocation and much more.
Search by Transaction ID - This section is generally used by our agents to locate your precise order in the event of an inquiry. It allows you to filter orders down to a specific Transaction ID or grouping of sequential Transaction IDs.
That's all there is to it. Take a moment to understand these filters and you will be on your way to accessing the specific order information you need on demand and in real-time from our customer portal. Below is a handy video outlining everything we have covered in this section regarding order filtering.
How to Export Data from the 'Find Orders' Table to a File for External Use
Now that you have the exact orders you want displayed on your 'Find Orders' table and the columns you need enabled, we are ready to export our orders to a file for external use by you and your team. Doing this is quick and easy.
STEP ONE: Roll over the 'Options' dropdown menu button on the upper left corner of the window and select 'Export to Excel' or 'Export to CSV' as seen below.
STEP TWO: Assign a file name of your choice and download location using your browsers dialogue window.
Now that was easy! Your file is available for use on your operating system. If you have any further questions regarding this, or any of the other processes outlined in this guide, please email our support team and email@example.com or open a ticket using our support portal for further assistance.