VitalChek Product Suite v2.0 - Payment Solutions
How to Search for Orders
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Payment Solutions > Search > Order Search Overview > How to Search for Orders

Glossary Item Box

How to Search for Orders

Orders can be searched using the Search Order screen

 

 

Step 1

From the Orders menu, select Order Search
Step 2

 Search Order screen is displayed

 
Step 3

Orders may be searched by 

  • Bill to Name
  • Ship to Name
  • Card Type -Type of credit card 
  • Last 4 - Last 4 numbers on credit card
  • Order Number
  • Search Days
  • Reference #
  • Email
  • Auth Number
  • Bill to Phone (10 digit phone number required)
  • Advanced Criteria (at least 1 Search Order field is required in addition to Advanced Criteria)
Step 4

Click Search button to search

 
Step 5

Search results are displayed in the search grid. Export button is enabled allowing user to export search results

 
Step 6

Click on underlined Order Number to view order in Order Details screen

 
Note

Search results can be exported to excel by clicking the Export button.

 

Results are displayed in an Excel spreadsheet and can be saved or printed

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