How to set up the Default Order Search Method on the Order Lookup Page?

1. Overview

The Order Lookup Page allows customers to check their order details using different search methods. They can:

• Enter the email address used when placing the order.
• Use the Order Number + Zip Code or Email Address.

This flexibility ensures customers can choose their preferred method of retrieving order details. As a merchant, you also have full control over which method is displayed as the default option on the Order Lookup Page.

2. Pre-requisites

Before configuring the default search method, ensure you:

• Have access to the WeSupply Admin Panel.
• Have order data properly synced so customers can validate their details.

3. Step-by-Step Instructions

Step 1: Access Login Page Settings

1. Log in to your WeSupply Admin Panel.
2. Navigate to Settings → Branding → Pages → Order & Return Lookup.
3. Click Edit Template.
   

Step 2: Open the Content Tab

1. Once inside the template editor, switch to the Content tab.
   

Step 3: Select the Default Order Search Method

1. Locate the Default Order Search Method dropdown.
2. Choose your preferred option:

Option A: By Email + Order Number + Zip Code (recommended option)

• Customers enter their Email address along with:
  • The Order Number AND
  • The Zip Code from the shipping address.
• They receive a sign-in link in their inbox.
• Clicking the link takes them directly to the Order Detail Page.
  ⚠️ Note: The email entered must match the one used when the order was placed.
  

Option B: By Email

• Customers enter their email address as the default method.
• They receive a sign-in link in their inbox.
• Clicking the link takes them directly to the Order Detail Page.
  ⚠️ Note: The email entered must match the one used when the order was placed.
  

Option C: By Order Number + Zip Code or Email

• Customers enter their Order Number along with either:
  • The Zip Code from the shipping address, OR
  • The Email address used at checkout.
• They are taken directly to the Order Detail Page after validation.
  ⚠️ Note: The Order Number must be correct, and the Zip Code/Email must match the order data.
  

4. Examples / Best Practices

• If your customers often lose track of their order numbers, setting By Email as the default method makes the process simpler.
• If your store processes many guest checkouts, setting Order Number + Zip Code/Email as default provides an extra validation layer.
• Clearly explain on your storefront what information customers need for each method to reduce confusion.

5. Troubleshooting / FAQ

Q: Why isn’t my customer receiving the sign-in link when using the “By Email” method?
A: Ask them to check their spam/junk folder. Also ensure they’re using the same email address they used when placing the order.

Q: My customer says their order can’t be found using Order Number + Zip Code. What should I check?
A: Verify the Order Number is correct and that the Zip Code matches the shipping address entered during checkout.