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How to Search & Filter Orders:

There are multiple options into searching for orders on the orders page:

Option 1: Type in the order number or buyer name or company name in the search bar.

Option 2: Type in the company name or sales rep name in the company name or sales rep filters.

 

This is how you can use the filters on the left hand side of our orders page:

1.) ORDER STATUS: To filter the order status, you may check off the specific order statuses that you would like to only view.

2.) CURRENCY GROUP: To filter specific currency type of orders on your portal, please check off the desired currency group.

 

3.) COMPANY: To view only specific orders from a company in your contacts.

4.) SALES REP: To view specific orders from a sales rep on your portal.

5.) BUYER PHONE: To view orders based on a buyers phone number.

6.) ORDER DATE : To view created orders based on the desired date range.

 

7.) ORDER MODIFIED DATE: To view orders based on their last modified date

8.) SHIP START: To view orders based on their ship start date on your set date range search.

9.) SHIPT END: To view orders based on their ship end date on your set date range search.

 

 

 

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