Commercial HVAC
Storefront
Frequently Asked Question
New Feature: How to look up orders by purchase order in Storefront
Sometimes it is necessary to know the status of your order and the only information you have is your purchase order number.
Below is a screen shot of the Review Orders tab in Storefront.
There is no need to check any boxes in the Order Type or Order Status sections just enter the first part of the purchase order number. If there are multiple numbers or multiple words in your purchase order number you must enter the first part of the first word or number. And, you must change the Entry Date fields so the date that you placed the order is within the From: and To: dates. Then click Search.
Once the order or orders are displayed at the bottom of the page you will have the option to Copy, Print or Email it.
How to look up serial numbers in Storefront
Sometimes it is necessary to know when you purchased a product especially if it is a serialized product that may be under warranty. Or, you are doing a physical inventory and you need an accurate cost for a piece of equipment.
Below is a screen shot of the Review Orders tab in Storefront.
There is no need to check any boxes in the Order Type or Order Status sections but you must enter the exact serial number. And, you must change the Entry Date fields so the date that you purchased the product is within the From: and To: dates. Then click Search.
Once the invoice is displayed at the bottom of the page you will have the option to Copy, Print or Email it.
How to look up open orders or backorders in Storefront
Below is a screen shot of the Review Orders tab in Storefront.
The first thing you need to understand is the Order Status fields in the search criteria section.
Pending means that the order needs to be approved or the product on the order is not available to send.
Ready for Pick Slip means that everything is ready for your order and the pick ticket will print the next time that we print orders for your truck route.
Pick Slip Printed means that we have printed the pick ticket and your order is being pulled and ready for shipment.
Ready for Invoice means that your order is on its way to you but you have not been invoiced yet.
Invoice Printed means that your product has been delivered to you and your invoice has been printed.
Order Held means that your order is being held and a pick ticket has not been printed.
So, if you were looking for the status of orders you have not received yet you would check the Pending, Ready for Pick Slip, Pick Slip Printed, Ready for Invoice and Order Held boxes because if the invoice was already printed you should have already received the product. Checking the Order Types Back Order, Order and Direct will display for you the orders for product shipments. Once you have checked the boxes, click the “Search” button to show your results below.
You also will see a section where you can enter serial numbers, part numbers or a specific order number to narrow your search. If you are not happy with your search results, leave some of the search criteria blank to broaden the results. All orders that appear in the search results are listed in order by entry date. If you want to sort the list by a different column, click the header link in that column to re-sort the results. This may help you find what you’re looking for.
Whatever search criteria you use, please check then Entry Date fields to make sure the beginning and ending date include the orders that you are looking for. But, remember that the wider the date range that you use the longer it will take for the system to find your orders.