Click on the Distributor option in the left hand menu or under the General section of the home page to go to the Distributor Search interface.
This is where you can search for a member or a customer in your system. There are several filters that you can use to specify your criteria as follows;
Search for a particular member in your system by the following attributes. Enter the value in the respective field and then click on the Search button.
- Username: Enter the username of the member or the customer whom you are looking for. No two members can have similar usernames.
- Name: Enter the name of the member/customer whom you are looking for. | Order Number: Search a member by the invoice number.
- Status: Search the members who are currently set to the selected status. | Rank: Search for the members who currently hold the selected rank.
- 2 or more members can have the same name. You can identify the one you are looking for through his unique factors, such as username, userID, etc.
- Make sure that there are no additional spaces in the text-box other than the required ones. Deleted members cannot be found through this search.
- Searching by Order Number will bring up the member who has made the purchase. The system will identify via the member's username.
If you are not sure about the search criteria, i.e. username or name of the member, then simply click on the Search button without specifying any of the fields. This would bring up the complete list (described below) of users in your system, from which you can look out for the member in question.
- ID Number: The unique identification number of the member. | Username: The username of the member used to sign into the system.
- Rank: The present rank that the member holds. | Name: The full name of the member represented in the lastname, firstname format.
- Phone: The primary contact number of the member. | Email: The registered email address of the member as recorded on file.
- Signup Date: The date and time on which the member had signed up into the system. | Status: The current status of the member.
- Sponsor: The username of the member who sponsored him. | AShip CV: The current autoship volume of the member.
This section contains some more filters based on the user's personal details. Click on the link to expand the section and use the one that you have information for. Simply type in the value in the respective field and then click on the Search button to submit the request. It will bring up the user's DistMaint area.
- ID Number: This is a unique system generated identification number (customer reference number). It generally contains numeric values.
- Legacy ID: This is a number that is used to reference a member from a different system when a database is transferred/copied, if relevant.
- Email: This is the registered email address of the user who was entered during the signup process. You need to enter the complete address.
- Phone: This is the registered primary phone number of the user who was entered during the signup process.
- Credit Card: This is the credit card number which is saved in the system by the user or used by him while making payments.
- SSN / SIN: This is the Social Security Number of the user, registered especially for North American users.
- IP: The saved IP address of the user's computer, or the one from which the user logged into the system.
This section contains the filters based on the user's contact details. Click on the link to expand the section and use the one that you have information for. Simply type in the value and click on the Search button below to submit the request. It will bring up the list of users that matches the search criteria.
- From / To: This is based on the signup date range. This allows you to use this to pull a subset of your data for sending a message to them (Advanced system) or if you just need to find someone, but cannot remember their name, but can remember approximately when they joined.
- You can specify the Country, State, City and/or Zip Code of the user to where he belongs. This returns the result based on the location specified.
- On Autoship: The system checks if the detail that matches the above criteria has any ongoing autoship. It shows the result to those with autoships.
A wildcard character is a single character, used to represent a number of characters or an empty string. In this system, you can use the character % (percentage key) while searching, so that the full name need not be typed. It is very useful when you remember a part of the name.
- For example, If you want to search the users with the usernames containing the string test (anywhere in between), then enter % test%.
- For usernames starting with test, enter test%. This commands the system to search all the users whose username starts with test.
- For usernames ending with test, enter %test. This commands the system to search all the users whose username ends with test.
This is an additional feature which lets you select the display of the result returned by the system. Click on the Search Preference link at the top of the page (header) to use this feature. The Search Preferences floating window will pop-up, where you can choose your preference as follows;
- Results per Page: The number you enter into this box is how many results you would like to see per page when you search. Type in the value.
- Skip Single Result: This option decides the redirection of the result. Click on the radio-button to select your preference (described below).
- Yes: If you choose 'Yes' and if there is only one result on the page, you will be taken directly to the user's Distributor Maintenance.
- No: If you choose 'No' even if there is only one member that fits your search, the search listing page will appear in a tabular format.
- Once you have changed the data, remember to click on the Update Prefs button to save and apply the changes. Or else, click Close.
You can either export all the distributors details by leaving the search fields blank, or if you would like to export a certain distributor's information, you can specify the criteria. Then tick on the Export results check-box at the bottom (important) and then click on the Search button to proceed.
The CSV report will be generated and displayed at the top of the page (user list). Click on the link to download and save the file to your computer.
