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7.4. Query and Email Orders

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Queries may be run against the Bika Wine data to find orders defined by specified search criteria. All access to data is restricted to the authorisation profiles of the users' roles. Clients may view only their own data

The |queries| tab presents the various query options

Bika's Google like LiveSearch facility often provides a quicker way of finding data, please see Find data quickly · LiveSearch

query main screen

Queries menu

Click on the Orders link. The order query form is presented

Query orders

Any or all of the search criteria may be used to perform the search. Click on the [search] button to execute the search

Query orders results

Client contacts do not have the option of selecting the
company. The system restricts the query to data pertaining to the client

The query results are displayed. Individual order details may be viewed by clicking on the order number link, or the results may be emailed to a specified address, or to a client contact registered to the system

Click on the [browse] button to select a client contact

browse contact email addresses

Browse contact email addresses

Click on the select link associated with the client contact person to return to the query result page with the appropriate email address, or click on the view link to view the contact details

Once the contact name or email address has been entered, click on the [send mail] button to send


 

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