Using the Customer Lookup Report
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Last Updated:
February 21, 2017 1:09 PM
In the Reseller Control Center, the Customer Lookup report provides information about your customers. This report lets you look up customers by order number, customer number, name, or location.
When your search results display, you can print or export the data, view a customer's contact information or order history, or change a customer's discount pricing status. For more information on discount customer pricing, see Understanding Accounts in the Reseller Program.
To Use the Customer Lookup Report
- Log in to your HostingDude Account LOGIN.
- Go to the Reports tab.
- From the Customers menu, select Customer Lookup.
- From the Search menu, select one of the following criteria:
- Customer Number — Lets you search for a specific customer number.
- Order Number — Lets you search for a specific order number.
- Company Name — Lets you search for a specific company, or all companies that begin with the letter(s) you enter.
- First Name — Lets you search for a specific first name, or all first names that begin with the letter(s) you enter.
- Last Name — Lets you search for a specific last name, or all last names that begin with the letter(s) you enter.
- City — Lets you search for a specific city, or all cities that begin with the letter(s) you enter.
- State — Lets you search for a specific state, or all states that begin with the letter(s) you enter.
- Zip — Lets you search for a specific ZIP Code, or all ZIP Codes that begin with the letter(s) you enter.
- In the For field, enter the information you want to search for. To display all results for your search criteria, leave the field blank.
- Click Look Up Customers. Your search results display.
- Do any of the following:
- Print — To print your search results, click Print.
- Export — To export your search results, click Export.
- Customer Information — To view a customer's contact information, click the customer's name.
- Order History — To view a customer's order history, click the customer's order number. Then, you can Print or Export the order history.
- Discount Pricing — To enable or disable discount pricing for a customer, select or deselect the box in the Discount Pricing column.
NOTE: To search with multiple criteria, click Advanced search, complete at least one of the fields, and then click Look Up Customers. You can also select Only Discount Pricing Shoppers to display a list of your customers with discount pricing.
