Order Search

Role: All Staff

Finding orders quickly is a core box office task. Stagemgr provides search and filtering tools to locate any order in the system.

Navigation: Stagemgr > Orders > Ticket Orders (or Donation Orders, Flex Pass Orders, Membership Orders)

Overview

The orders list page displays all orders in a searchable, sortable data table. You can filter by status, search across multiple fields, and navigate through results to find any order in the system.

Accessing the Orders List

From the main navigation menu:

1. Click Orders
2. Select the order type:
   • Ticket Orders -- Standard ticket purchases, holds, and exchanges
   • Donation Orders -- Charitable donations
   • Flex Pass Orders -- Flex pass purchases
   • Membership Orders -- Membership purchases

Each order type has its own list page with appropriate columns and filters.

Search Fields

The search bar at the top of the orders list searches across multiple columns simultaneously:

Search Field	Description	Example
Order ID	The unique numeric identifier for the order	12345
Display Code	The human-readable order code	TW-2026-00123
Last Name	Patron's last name from the address record	Smith
First Name	Patron's first name from the address record	Jane
Status	Current order status	Processed

Type your search term into the search box and results filter in real time as you type.

Search Tips

• Search is case-insensitive
• Partial matches work -- typing "Smi" will match "Smith" and "Smithson"
• You can search by any of the searchable fields; the system checks all of them

Status Filters

Many order list pages include status filter options to narrow results:

Filter	Shows Orders In
All	Every order regardless of status
Active	Processed, Fulfilled (orders currently valid)
Held	Hold status only
Completed	Processed, Fulfilled, Unclaimed
Closed	Refunded, Exchanged, Canceled, Split

Select a filter to show only orders matching that status group.

Data Table Navigation

The orders list uses a paginated data table with the following features:

Sorting

• Click any column header to sort by that column
• Click again to reverse the sort order
• A sort indicator arrow shows the current sort column and direction
• Default sort is typically by order ID (newest first)

Pagination

Control	Function
Previous / Next	Navigate between pages
Page numbers	Jump to a specific page
Entries per page	Select how many orders to display per page (10, 25, 50, 100)

Column Information

The ticket orders table typically displays:

Column	Description
ID	Unique order identifier (clickable to open order detail)
Display Code	Human-readable order code
Patron	Full name from the address record
Performance	Performance date and production name
Status	Current order status
Total	Order total amount
Created	Date the order was created

Finding a Specific Order

By Order ID or Display Code

If you have the order number:

1. Enter the ID or display code in the search box
2. The matching order appears immediately
3. Click to open the order detail page

By Patron Name

If you know the patron's name:

1. Enter the last name (or first name) in the search box
2. Results show all orders for matching patrons
3. Scan the results for the correct performance and date

By Status

To find all orders in a specific state:

1. Use the status filter dropdown
2. Select the desired status
3. Optionally combine with a name search to narrow results

Will-Call Lookup

For will-call scenarios:

1. Search by the patron's last name
2. Filter to Active orders (Processed, Fulfilled)
3. Verify the performance matches tonight's show
4. Open the order to fulfill it

Will-Call Speed

For busy will-call periods, pre-sort the list by last name and use the search field for quick lookups. Having the patron spell their last name speeds up the process.

Navigating to Order Details

Click on any order row or the order ID to open the full order detail page. From the detail page you can:

• View all order information (patron, tickets, payment, notes)
• Perform actions (fulfill, exchange, refund, split, cancel)
• View order history and audit trail
• Access related orders (exchange source, split source)

Best Practices

1. Use specific searches -- Enter the most unique identifier you have (order ID is fastest)
2. Combine search with filters -- Narrow large result sets by applying status filters before searching
3. Check the right order type -- Make sure you are on the correct order list (ticket, donation, flex pass, or membership)
4. Verify before acting -- Always confirm the patron name, performance, and status before performing any action on an order

Troubleshooting

Issue	Resolution
Cannot find an order	Try searching by different fields (ID, name, display code). Check all order types.
Too many results	Apply a status filter to narrow the list. Use a more specific search term.
Order shows unexpected status	Review the order history on the detail page to see what actions were taken.
Search returns no results	Verify spelling. Try partial name matches. Check if the order was created under a different name.