Search for Order Number

This guide provides a step-by-step process for efficiently searching order numbers, ensuring accuracy in handling customer requests. It highlights the importance of distinguishing between web order numbers and Kaplan order numbers, which is crucial for effective order association. By following these instructions, users can streamline their workflow and avoid common pitfalls, ultimately enhancing customer service and order management efficiency.

Jennifer Cummings
10 steps
32 seconds

Click "Main Menu"

Click "Order Management"

Click "Quotes and Orders"

Click here

Click "Find an Existing Value"

Use any series of fields to enter information to search by. % is a wildcard in these fields. Also use the drop down options (begins with, contains, etc.).

Web Ord Num references a true web placed order number (different than our Kaplan order number) and web orders should start with W when given by customers - DO NOT ENTER the W into the field on this page. Web Ord Num also references a "QT"/Kapquote/Kaplan Quote order reference (different than our Kaplan order number). DO ENTER the QT at the beginning or use the % to search by just the number.

Click "Search"

Review Results - ensure the correct sold to, order time frame, purchase order reference is valid to the customer you are working with.

Click on order number to review order details. Special Note: reference details in Customer PO field that indicates the order is a REPLACEMENT order. You must enter this information after the original po reference when keying replacement orders. Examples of replacement references-as typed into the customer PO field: REPL REPLxxxxxxx K# xxxxxxxxx REF XXXXXX REFK# xxxxx