Searching Orders

Outside Search Tabs

Outside of the tabs in order entry are two quick-search fields: order # and reference.

Order # Search

If a user knows the exact order number that they need to pull up, they can do so by entering the number into the Order # field at the top and pressing Enter (or clicking the Go button). The order will open, staying on the same active tab.

Reference Search

The Reference Search field will conduct a wildcard-enabled search for the entered value appearing in any of the following fields:

• Auth

• Order Alias

• Order Reference

• Invoice Reference

• Piece Reference

• Piece Alias

• Piece Container Reference

• Any stop note

The search will also incorporate any filters set in the Find tab.

To the right of the text field, a user can set the number of days to look back, anywhere from same day to 10 days back (based on the date the order was placed). If more than one order matches the search, the most recent one will be pulled up.

Example search:

The above search will look for orders placed within the last five days where at least one of the reference values starts with "auth."

Result:

Find Tab

The Order Entry CSHTML > Find tab has the same capabilities as the old order entry's Find tab as well as additional functionality. When all needed criteria have been entered, click the Find button in the upper left corner for results, or click the Clear button to start over.

Viewing and sorting options

Along the top of the Find tab are the various viewing and sorting options.

• View - choose from Default, POD, Name, City, Route, ReadyTime, Auth, Stop Names, or Auth/Invoice views, depending on preference and what information is needed.

• Sort - choose whether results should be ordered by Name, Order #, Driver Code, or Ready Time. All columns in the Results window are also click-sortable.

• Max - the maximum number of results. Putting a high number in this field may slow down search results. The Find tab can display up to 2,000 results. If more than 2,000 records are needed in a view, we recommend using a report instead.

• Special Type - choose whether all orders are included, or if there should be a filter for 2+ jobs, 3+ stops, or to exclude daily orders.

• Results count - shows how many results were returned from the most recent search. If the number is equal to the Max, increase the Max to make sure there aren't hidden results.

Frame 1

Frame 1 on the Find tab has filters at the Order level for the following fields. Many of the fields allow for searching with wildcard characters, which is noted in the tool tip when the mouse hovers over a field. For more information on which wildcard characters can be used, see our Wildcard Logic section.

• Order # and To Order # - search for either a single order number or a range of order numbers.

  

• Cstmr # - Customer account number

• Cstmr Name - Name on the customer account; wildcard characters allowed

• Auth - Wildcard characters allowed

• Order Alias - Wildcard characters allowed

• Requestor / Order Ref - Wildcard characters allowed

• Invoice Ref - Invoice reference or the PaymentGatewayLog Reference (PGRefID)

• Date Type - Choose whether to filter dates based on the Order Date, Picked Up Date, Due Date, Delivery Date, or Invoice Date

• Date Period - Choose a type of date period (such as this week to date, last month, this year, etc) or a custom range

• Date From and Date To - Set the desired date range. Click inside each box for a calendar, type the date freehand, or use + or - shortcuts. Typing -10 will enter the date 10 days before the current date; similarly, typing +10 will enter the date 10 days after the current date.

• TOS - Filter on Time of Service

• Template # - Find orders created from a given template number

• Rdy Time From and To - Ready time in the 24-hour format (for example, to filter for orders ready from 11:00am to 2:30pm, enter "11:00" in Rdy Time From and enter "14:30" in Rdy Time To).

• Site - Search by Company Site

• Order Status - Choose from any of the individual order statuses, or one of the following groupings: All + Deleted, New + Approved, Invoiced + Paid

• Job Status - Choose from any of the individual job statuses, or one of the following groupings: New + Assigned (uncompleted), New + Assigned + Completed (unapproved), New + Assigned + Completed + Verified (unpaid), New + Assigned + Completed + Verified + Paid (all)

• Pay Status - Choose from any of the individual pay statuses, or one of the following groupings: 0 + 1 (not processed), 1 + 2 + 3 (processed), 0 + 1 + 2 + 3 (all)

• Amount - Choose a comparative operator and the amount to compare it to (for example, all orders where the total is <= $100)

• Mileage - Choose a comparative operator and the amount to compare it to (for example, all orders where the total mileage is > 50 miles)

  

• Dispatch

• Driver - Driver / Agent / Carrier code

• Piece - Piece reference; wildcard characters allowed

• Vehicle

• Order Priority

• Invoice Number

• Invoice Batch

Frame 2

Frame 2 on the Find tab primarily has Stop level filters for the following fields. Many of the fields allow for searching with wildcard characters, which is noted in the tool tip when the mouse hovers over a field. For more information on which wildcard characters can be used, see our Wildcard Logic section.

• Service

• Route - Job route (or flight number if job mode = air); wildcard characters allowed

• Caller - Wildcard characters allowed

• Caller Phone - Wildcard characters allowed

• Stop Name - Stop name (or airport code if job mode = air); wildcard characters allowed

• Stop Address - Wildcard characters allowed

• Stop Room - Wildcard characters allowed

• Stop City - Wildcard characters allowed

• S State

• Stop Zip - Wildcard characters allowed

• S Cntry

• Stop Phone - Wildcard characters allowed

• Stop See - Wildcard characters allowed

• Stop Note - Wildcard characters allowed

• Stop Zone - Wildcard characters allowed

• Stop Ship To Code - Wildcard characters allowed

• Stop Type - Choose from Pickup, Delivery, or Both

• Order Description - Wildcard characters allowed

• Order Note - Wildcard characters allowed

• Job Note - Wildcard characters allowed

• POD Name - Wildcard characters allowed

• User - User that created the order

• CC - Choose from "COD Not Charged" (order that should have a PG transaction but have not yet been charged) or "COD Charged / Order" (PG transactions applied to orders)

• Salesperson

Search Results Window

After clicking the Find button, the Results Window at the bottom will automatically maximize to take up the entire view in the tab to make the list easier to read. The Results Window can be toggled between the full and half screens by clicking the Max or Min button next to the Results Window title.

Wildcard Search Logic

Often when searching for an order, a user may only have partial information; for example, they need to find all orders with a stop at any street number on Main Street. Using wildcard logic in the Order Entry CSHTML > Find tab, they can locate orders matching that criteria.

Uses in order entry

The Order Entry CSHTML > Entry tab allows for wildcard 'Lookup' logic in the following fields:

• Caller frame > Account field - When doing lookup by Name instead of Account Number

• Caller frame > Caller field - When doing lookup by Caller Name

• Pick Up frame > Name field - When doing lookup by Name

• Pick Up frame > Address field - When doing lookup by Address

• Destination frame > Name field - When doing lookup by Name

• Destination frame > Address field - When doing lookup by Address

The Order Entry CSHTML > Multiple tab allows for wildcard 'Lookup' logic in the following fields:

• Stop Address frame > Name field - When doing lookup by Name

• Stop Address frame > Address field - When doing lookup by Address

The Order Entry CSHTML > Find tab allows for wildcard logic in the following fields:

• Name

• Address

• City

• Zip

• Dispatch Zone

• Auth

• Alias

• Caller

• Caller Phone

• Customer Name

• Piece Reference

• Route

Wildcard List

The following table shows how to use wildcard characters. Using multiple wildcards at once can allow for highly complex searches.

Setting up Reference Values

Reference Values - Here is a short Video on setting up Reference Values. See more detailed information on eSheet 51.