Implementing global search
This section describes the APIs, services, and other components that are used to implement global search in Sterling Store Engagement.
Using the global search capability, a store associate can search for orders and customers from any page. The global search icon is available on the status bar of all the pages.
Assumptions and limitations
- No additional resource permissions are required to access the global search feature. Global search uses the same resource permissions that are defined to access the individual search types, such as customer or order.
- Global search option is displayed if the user has the required resource permissions for at least one of the search types.
Solution
Global search for orders
A store associate can click the global search icon and select Order from the search type list to search for an order. If the customer provides the receipt, the store associate can search by the order number or scan a bar code on the receipt. Alternatively, the store associate can click Advanced search to search for orders by using name, phone number, email, ZIP code, or payment type.
For more information about the implementation of the order search, see Implementing order search.
Global search for customers
A store associate can click the global icon and select Customer from the search type list to search for a customer. A store associate can search for a customer by using the complete phone number or email ID. Alternatively, the store associate can click Advanced search to search for a customer by using first and last name.
For more information about the implementation of customer search, see Implementing customer search.