Status:
Filtering by Status will open a dropdown menu and allow users to filter by any Shipper TMS order status. This will then show all the orders under that status.
These options include:
New
Offer Canceled
On Hold
Posted to SLB
Posted to CD
Pending
Declined
Accepted
Picked up
Delivered
Invoiced
Paid
Canceled (order canceled, separate from offer canceled)
Pick Up:
This filter allows users to search for orders associated with a specific pickup city. In the drop-down box, begin typing the name of the city you’re searching for and then select from the populating list:
Delivery:
This filter allows for users to search for orders associated with a specific delivery city. In the drop down box, begin typing the name of the city you’re searching for and then select from the populating list.
Customer:
This filter allows users to search for orders under specific customer names. In the drop-down box, begin typing the name of the customer you’re searching for and it will auto-populate a list.
Carrier:
This filter allows users to search for orders under a specific carrier name. In the drop-down box, begin typing the name of the carrier you’re searching for and it will auto-populate a list.
Dispatchers:
This filter allows users to search for orders associated with specific dispatchers. In the drop-down box, begin typing the name of the dispatcher you’re searching for or selecting from the list.
Salesperson:
This filter allows users to search for orders associated with a specific salesperson. In the drop-down box, begin typing the name of the salesperson you’re searching for or selecting from the list.
Lot Number:
This filter allows for users to search for orders associated with specific lot numbers. In the drop down box, type the lot number(s), pressing enter after each one.
If you have any questions about these options, you can reach out to our Support Team via chat on our website or your email your Customer Success Manager for further assistance!