How to Search for an Order?

Modified on Sun, 30 Mar at 1:50 PM

Searching for an order in Hana POS allows you to quickly locate and review any existing order. 

This feature is accessible from any page within the system, ensuring seamless order management. 


Additionally, you can also find the search option under the All Orders page for more refined searches.  This guide outlines the steps to efficiently search for orders using various criteria.


TABLE OF CONTENTS

Steps to Search for an Order

Step 1: Enter Search Criteria

  • In the top right corner of the Dashboard, locate the Search for any order field.

  • Enter at least three characters of the order-related information.

Note: This feature is available from all pages of Hana POS, allowing quick access to any order.


Step 2: Use Searchable Fields

You can search for an order using any of the following criteria:

  • Customer Name (First and/or Last Name)

  • Company Name (as recorded in the customer record)

  • Customer Phone Number

  • Recipient Name (First and/or Last Name)

  • Recipient Phone Number

  • Hana Order Number

  • Wire Order Number (provided by the wire service)

  • Delivery Address



Step 3: Search via All Orders Page

You can also search for orders from the All Orders page:

  • Navigation: Dashboard → Orders → All Orders → Search Box (located in the middle of the page).

  • Enter at least three characters in the search box to filter orders.





Step 4: View Search Results

  • The system will display a list of orders matching the entered criteria.

By following these steps, you can efficiently locate and access any order in Hana POS, ensuring smooth order tracking and management.

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