Overview

The Order Search and Filter Panel is a core interface for locating and managing orders in OmniPoint Order Management. While commonly used fields like First Name, Last Name, and Email Address are self-explanatory, several key identifiers are critical for power users but are often underutilized due to lack of documentation.

This guide provides in-depth guidance on how to use the following advanced fields effectively:

• Customer Number
• Reference ID
• Order ID

Field Details and Usage

Customer Number

• What it is: A unique identifier assigned to each customer within OmniPoint Order Management.
• Why it matters: The most precise and reliable way to identify a customer. Useful when multiple customers have similar names.
• How to use it: Enter directly in the filter panel to retrieve associated orders instantly.

Tip: Use this field when resolving support tickets or reviewing high-volume customer activity.

Reference ID

• What it is: Links OmniPoint Order Management orders to external systems like Shopify, BigCommerce, or EDI.
• Why it matters: Crucial for investigating integration issues or tracking origin orders.
• How to use it: Enter the external system's reference ID to locate the matching OmniPoint Order Management record.

Example: Shopify order #23789 may be stored as SHOP23789 in OmniPoint Order Management.

Order ID

• What it is: The internal OmniPoint Order Management-generated unique ID for each submitted order.
• Why it matters: Essential for tracking, fulfillment, and communication.
• How to use it: Use this ID in the search panel for immediate retrieval.

Common Pitfalls and How to Avoid Them