Using the Find Feature in Orders – Ingen Software

Users may conduct searches on the Orders page by using the search bar to the right of the screen or by selecting the “Find” button. Users may search for orders by selecting a combination of search criteria. These criteria are sorted into ten categories: Basic, More, Money, Internal, Parties, Specifiers, Shipping, Notes, Attachments, and Search Tags (Keys). Note: the "Restore Last" button in the Find window allows users to automatically restore the last search made by the user.

1. Navigate to the Orders page.

2. Select the “Find” link in the search bar.

3. The “Find Orders” window will appear.

The Basic Tab

1. Use this tab to search by general order information.

PO#- search by purchase order number
Project- search by project name
ASO- search by sales order number
MFG SO#- search by vendor sales order number
RMA#- search by return merchandise authorization number
End User PO#- search by end user purchase order number
Release Status- search by the selected release status
Timeframe- search by order entry date
Status- search for orders by the selected order status
Freight Type- search for orders by the selected freight type
Mfg Product Type- search for order by the selected manufacturer product type
Commissioned- search for commissioned orders
Sell- search for customer-side orders
Buy- search for vendor-side orders
Consolidation- search for consolidation orders
Canceled- search for canceled orders
Not Canceled- search for orders that are not canceled
RMA Requested- search for orders with a return merchandise authorization requested
Has RMA Response- search for orders with a return merchandise authorization response
Invoiceable- search for invoiceable orders
Over Invoiced- search for orders that have been over invoiced
Has Pick- search for orders with a pick

The More Tab

1. Use this tab to search by additional order information.

Part Number- search for orders containing certain part numbers
Fixture Type- search for orders containing certain fixture types
Quote Number- search by quote number
MFG Quote- search by manufacturer quote number
Invoice Number- search by invoice number
File Code- search by file code
Account Number- search by account number
Create Date- search by create date
Update Date- search by update date
Released Date- search by released date
Scheduled Date- search by scheduled date
Ship Date- search by ship date
Shipment Updated- search by shipment updated date
Delta Timeframe- search by orders that have deltas
OpenProblem- search for orders with a problem that is not resolved
ResolvedProblem- search for orders where the problem has been resolved
AllProblems- search for all orders with a problem regardless of resolution
Transmitted- search for transmitted orders
Not Transmitted- search for orders that have not been transmitted
Spec. Registration- search for orders with a specification registration
Daily Quote- search for orders created from a daily quote
(Simple) Quote- search for orders created from a simple quote
Project Bid- search for orders created from a project bid
Backlog- search for orders that are backlogged
Written Off- search for order that have been written off

The Money Tab

1. Use this tab to search for orders based on information regarding money.

MinSale- search by minimum sale amount
MaxSale- search by maximum sale amount
Min Comm- search by minimum commission amount
Max Comm- search by maximum commission amount
Min Overage- search by minimum overage
Max Overage- search by maximum overage
Min Profit- search by minimum profit amount
Max Profit- search by maximum profit amount
Min Hold Price- search by minimum hold amount
Max Hold Price- search by maximum hold amount
No Commission- search for orders with no commission
No Overage- search for orders with no overage
No Markup- search for orders with no markup
Invoice Date- search by invoice date
Payment Received- search by payment received date
Has Invoice- search for orders with invoices
No Invoice- search for orders with no invoices
Disputed- search for disputed orders
Resolved Dispute- search for orders where the dispute has been resolved
Has Billable- search for orders will billable amounts
Bill Now- search for sell orders marked as “Bill Now”
Active Project Billing- search for orders where the project has a billable amount
Commissions Over Paid- search for orders where the commissions amount is over the paid amount

The Internal Tab

1. Use this tab to search for orders based on internal information.

Sales Account- search for orders by the selected sales account
Quoter- search for orders by the selected quoter
CSR- search for orders by the selected customer service representative
Create User- search for orders by the selected create user
Update User- search for orders by the selected update user
Order Type- search by orders by the selected order type
Workgroup- search orders by the selected workgroup
Resell Company- search for orders by the selected resell company

The Parties Tab

1. Use this tab to search for orders based on the entities associated with the order.

Manufacturer- search for orders by the selected manufacturer
Customer- search for orders by the selected customer
Parent Manufacturer- search for orders by the selected parent manufacturer
Parent Customer- search for orders by the selected parent customer
Representative- search for orders by the selected representative
Representative With Credit- search for orders by the selected representative earning credit
Representative Credit- search by the selected source of representative
Has Spec Splits- search for orders that have specification splits
Customer Assigned To- search for orders by the selected sales account responsible for the customers on the order
Specifier Assigned To- search for orders by the selected sales account responsible for specifiers on the order

The Specifiers Tab

1. Use this tab to search for orders based on specifier information.

Specifiers- search for orders by the selected specifier
Influences- search for orders by the selected customers with influence
Role- search for order by the selected role
Specifier- search for orders by the selected specifier
Customer Assigned Sales- search for orders by the selected sales account responsible for a customer on the order
Quote Assigned Sales- search for orders by the selected sales account that was the quoter for the job
Has Specifier- search for orders with one or more specifiers
No Specifier- search for orders with no specifiers
Unknown Specifier- search for orders where the specifier is unknown

The Shipping Tab

1. Use this tab to search for orders based on shipping information.

Ship Name- search by ship name
Ship Line- search by ship line
Ship City- search by ship city
Ship State- search by ship state
Ship Zip- search by ship zip code
SCAC- search by the carrier name
Tracking- search by tracking number
Location- search by location
No Schedule- search orders with no schedule
Has Schedule- search orders with a schedule
Has Shipped- search for orders with shipment information

The Notes Tab

1. Use this tab to search for orders based on notes criteria.

Notes- search by notes on the order
Internal Notes- search by internal notes on the order
PO Dispute Notes- search by dispute notes on the order

The Attachments Tab

1. Use this tab to search for orders based on attachment criteria.

Att Description- search by attachment description
Att Note- search by attachment notes
Att Color- search by attachment color
Att Category- search by attachment category

The Search Tags (Keys) Tab

1. Use this tab to search by custom search tags, which store job information unique to your agency.

Not Specified- check this box to see orders that do NOT have the search tag selected