The Advanced Search page is accessible by clicking on the Advanced Search link on the Reports->Orders Landing Page. It is also accessible via the main Landing Page for CommerceCM Manager. This page provides a powerful mechanism for querying your order records based on 1 or more criteria.
Criteria may be entered into the criteria lines. When a new Criteria line is required, click on the ADD CRITERIA button and then add the new criteria. To run the query, press the SEARCH button. This will display the applicable result set at the bottom of the page. When 2 or more Criteria are added, CommerceCM will return records which satisfy all criteria added; in other words, the criteria are logically AND’ed together (as opposed to OR’ed together).
The following fields are available when entering Criteria.
OrderID
This is a text field for querying against the CommerceCM assigned Order ID that. An example is “C20051101-0164”.
Currency
SKU
This a text field for querying against the SKUs in the orders. The SKU field is a user-generated field and generally will follow a systematic format that has been designed for each individual CommerceCM instance. In some systems, the SKU uses the ProductID as a base structure, but this is not necessary.
Product ID
This a text field for querying against the SKUs in the orders. The SKU field is a user-generated field and generally will follow a systematic format that has been designed for each individual CommerceCM instance.
Number Items Purchased
This integer field allows you to find order records based on the number of items in the order. The “less than” and “greater than” comparison operators will be useful here.
Dollars Total
This numeric field allows you to find order records based on the total dollar amount (excluding taxes and shipping) of the order. The “less than” and “greater than” comparison operators will be useful here.
Placed On
The field allows you to find order records based on the order date. CommerceCM stores order dates in what is called a datetime format. This takes the format “2005-11-01 12:16:15.720” or YYYY-MM-DD HH:MM:SS:MMM”. Because CommerceCM combines the date and time into one field, the use of the equality comparison operator (i.e. the = sign) is not advised. A good use of this criteria field is to use it to get all orders placed before a certain date using the < or <= operator. Dates must be entered in “YYYY-MM-DD”; any other format will fail.
Last Name
This text field allows you to find order records based on the shopper’s last name. The “Contains” comparison operator will be useful here.
First Name
Address 1
This text field allows you to find order records based on the shopper’s Address 1. The “Contains” comparison operator will be useful here; e.g. you can search for orders by street name (for Billing Address) without having to know the numeric part of the address.
Address 2
This text field allows you to find order records based on the shopper’s Address 2.
City
This text field allows you to find order records based on the shopper’s City. This can be useful to see where orders are coming from geographically.
Province
This text field allows you to find order records based on the shopper’s State/Province. This can be useful to see where orders are coming from geographically.
Postal Code
This text field allows you to find order records based on the shopper’s Zip/Postal Code.
Country
This text field allows you to find order records based on the shopper’s Country. You must use the ISO Country Code (e.g. Canada=CA, Unite States=US). This can be useful to see where orders are coming from geographically.
Phone
This text field allows you to find order records based on the shopper’s Phone Number (in Billing Address).
Fax
This text field allows you to find order records based on the shopper’s Fax Number (in Billing Address).
Email
This text field allows you to find order records based on the shopper’s Email Address.
Registered
This Integer field allows you to find order records based on whether or not the Shopper in question is Registered. If the Shopper is registered, the value is 1, otherwise the value is 0. These are the only two valid values.
Referrer ID
This Integer field allows you to find order records based on the ReferrerID. Note: this is not the alphanumeric RefID that is assigned by the user when a new Referrer record is created. It is the internal CommerceCM-generated ReferrerID. This is an integer. It is available by editing the Referrer record and making a note of the value of the &referrerid in the URL. This is an integer. It is available by editing the Referrer record and making a note of the value of the &referrerid in the URL.
The results of the query are shown in the grid at the bottom of the page. Standard CommerceCM navigation controls are available for paging through the returned records. As well, the data may be extracted to a spreadsheet by clicking on the...