The Store Information Find tab allows you to search for an order based on data defined within the Store Information tab of a Special Services order or through Product Details defined within Shipment Information. You can also use this tab to search by a Task Group.
This Find tab is available through in the following areas:
Claims (appears adding a claim)
Figure 15: Store Information tab
The following table describes the fields available through the Store Information tab. Refer to Find the topic for information on the functions available through this dialog.
Option |
Description |
Select a Task Group |
Include in the search orders with a Task Group matching the group selected here. The application compares what is set in this field to what is set for the order for the Task Group (within Name, Address, Phone). Refer to the Find Search Tips section for details on using this field to filter search results by a company. |
Store Information |
|
The following fields reference data set on an order through Store Information. | |
Store Name |
Include in your search orders with a store name matching what is set in this field. The application compares this value to what is set for Store Name for records listed within the Store Information screen and added through Add Job. |
Store Number |
Include in your search orders with a store number matching what is set in this field. The application compares this value to what is set for Store Number for records listed within the Store Information screen and added through Add Job. |
Job Number |
Include in the search orders with a job number matching what is set in this field. The application compares this value to what is set for Job Number for one or more jobs defined in Store Information. Refer to Client Job No. in Add Job for more information. |
PO Number |
Include in the search orders with a purchase order number matching what is set in this field. The application compares this value to what is set for P.O. Number within Store Information. |
Logistics Number |
Include in the search orders with a purchase order number matching what is set in this field. The application compares this value to what is set for Logistics Order No. within Store Information. |
Invoice Number |
Include in the search orders with a purchase order number matching what is set in this field. The application compares this value to what is set for Invoice Number within Store Information. NOTE: This is not an invoice associated to revenue; it is generally regarded as an implementation number for the job. |
Product Information |
|
The following fields reference data set on an order through Add Product Information. | |
Model Number |
Provide the entire or partial Model Number of a product defined within Add Product Information to search by. |
Serial Number |
Provide the entire or partial Serial Number of a product defined within Add Product Information to search by. |
Description |
Provide the entire or partial Description of a product defined within Add Product Information to search by. |
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