Enhanced search criteria for Order History and Finance
Purpose and scope
Your customers can more easily and quickly locate items found in the Order History and Finance sections of their dashboard when this feature is enabled.
The purpose of this feature guide is to explain how to enable this feature, and what your customers can search for using the new search facility.
Current support
The search facility is available to merchants whose WebShop is integrated with
Intact iQ using REST web services
SAP Business One
Microsoft Dynamics 365 Business Central
Benefits
Key benefits for your customers are:
quickly find the order or invoice you are looking for using a number of different search criteria
How it fits together
When this feature is enabled, the Order History and Finance screens in the Account Dashboard on WebShop have a new search facility located at the top of the screen.
Set up
Contact Support to enable the “Enable advanced search criteria“ feature.
Using the new search facility
You can search using ERP reference, web reference, order status and/or by a date range.
Search field | Description |
|---|---|
ERP reference | Perform a wildcard search for items with the given ERP reference. The ERP reference is the document number generated by your ERP when an order is placed. Example If the search term entered is |
Web reference | Perform a wildcard search for items with the given web reference. The web reference is the number that is generated by our platform when an order is placed. Example If the search term entered is = |
From Date | Searches for and returns all orders where “Order Date” is greater than or equal to the selected date. |
End Date | Searches for and returns all orders where “Order Date“ is less than or equal to the selected date. |
Order status | Perform a search for and return all orders that match the selected status. |
Search results are returned with 25 results on each page. Your search results are maintained when you move between pages of results. When you enter new search criteria, the pagination is reset.
You can search by ERP reference, web reference, and/or by a date range.
Search field | Description |
|---|---|
ERP reference | Perform a wildcard search for items with the given ERP reference. The ERP reference is the document number generated by your ERP when an order is placed. Example If the search term entered is |
Web reference | Perform a wildcard search for items with the given web reference. The web reference is the number that is generated by our platform when an order is placed. Example If the search term entered is = |
From Date | Searches for and returns all orders where “Order Date” is greater than or equal to the selected date. |
End Date | Searches for and returns all orders where “Order Date“ is less than or equal to the selected date. |
Search results are returned with 25 results on each page. Your search results are maintained when you move between pages of results. When you enter new search criteria, the pagination is reset.
Use Translations to update column headings
Your industry or region may have different terms or phrases for standard label headings used on the Order History and Finance screens. Use our Translations feature to update column headings so that they make sense to your industry or region.
When you have opened Translations in Management Interface, locate the label heading using the search facility and update and save it as needed
Remember that saved changes are immediately visible on WebShop.