Desktop application
When opening the pixi* Customer Service application, you first go to the Search tab. Here you can search for customers and their orders / invoices / credit notes based on various parameters. Please note that the other tabs of the application are only displayed after the first search.
The following search parameters are available:
Customer data, such as customer reference number, e-mail address, name, address details
Payment type: Search for customers who have orders with a specific payment method
Comment: Search for comments about a customer (words parts work as well), which can be found in the customer history of the tab Customer Details.
Shop: customers of a particular shop client
Order Nr. (pixi*), Order Nr. (Client) / shop order number
Box Nr.: pixi* stores even after the Ship Out, in which box the order was scanned at the Scan-In. For example, this allows you to find out which order an item belongs to, which has been incorrectly left in the box.
Name or barcode of an item to find customers with orders of a particular item.
Status of an order line
Invoice Nr.
Tracking Nr.
Serial Nr. or batch of an item, for example, to find all customers who have received an item from a particular batch.
-
Date Range:
Search by order date to see all customers who have placed at least one order within the period selected.
Search by date of shipment to see all customers who received at least one order within the selected time range.
Search for Best Before Date (BBD) to show all customers who have received an item that expires during the selected period.
-
Customer account - amount range:
Refund: to display all customers who should receive a refund equal to the selected range of amount. You can also exclude payment methods for the reimbursement recommendation.
For more information, see the pixi* Control Center documentation.Customer Owes: to view all customers who are still pending payments; i. e. the customer account has a negative customer balance.
Only locked customers: Displays only customers with a customer lock.
Only Not Matched Customer Accounts: Displays only customers where not all events on the customer account are matched.
The displayed data in the Customers list refers to the last order of the customer. The values for zip code, city, country and company are based on the billing address. The last order date and date of a customer are displayed. These displayed dates may be different from those of the selected search date fields. In this case, please switch to the Orders tab to view the order you are looking for.
In case only one result is found, you are automatically redirected to the document you searched for.
Note: The pixi* search is neither AND nor OR linked. This means that all orders of a customer are considered for the search (customer-related search).
Example:
Search criteria
Payment type: Advance Payment
Status: HAL
Search result: All customers with an order in status HAL and an order under Advance Payment (status-independent) or an order with the status HAL and the payment method Advance Payment. So you can, for example, find all customers who still have unpaid Advance Payments.
Tips in regards to the search function
By double-clicking you can go straight to the customer's orders.
You can sort the search results - just like all data in pixi* - by clicking on the column headings alphabetically or chronologically.
Web Application
Search for Customers
Check this article to get information about how Searching for Customers works in the pixi Web application.
Search for Customer Orders
Check this article to get information about how Searching for Customer Orders works in the pixi Web application.