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Schedule Search

Use the Search feature to find specific orders in the warehouse task or schedule screens.

You can search by:

  • Order ID

  • Customer

  • Description

  • Event

  • Project

You can also apply filters to narrow the results.

Open the Search screen

  1. Go to one of the following warehouse operation screens:

    • Prep/Fill

    • Ship

    • Return/Receive

  2. Select Search.

The Search screen appears.

image-20260212-115829.png

Figure 1.0: Search screen

Search for an order

  1. In Search by, select one of the following:

    • Order ID

    • Customer

    • Description

    • Event

    • Project

  2. Enter the search text.

  3. To include completed orders, select Include completed orders.

  4. Select Search.

The system displays matching tasks or schedules based on the filters applied.

Filter search results

Use the Filter panel switch to control whether filters are applied.

To apply filters

  1. Turn the Filter panel switch to On.

  2. Set one or more of the following filters:

    Date

    • Yesterday — Shows tasks dated yesterday or earlier

    • Today — Shows tasks dated today, yesterday, or earlier

    • Tomorrow — Shows tasks dated tomorrow or later

    Department

    • Select a specific department (for example, Audio or Video)

    • Or select All

    Order type

    • Rental

    • Sales

    • Transfer

    By default, all order types are selected. Clear selections to limit results.

  3. Select Search.

Matching orders appear in the Schedule list.

To search without filters

  1. Turn the Filter panel switch to Off.

    image-20260227-063753.png
  2. Enter the search criteria.

  3. Select Search.

The system ignores Date, Department, and Order type filters.

You can also turn off specific filters among Date, Department, and Order Type filters using individual toggle buttons against the filter as needed.

Saved filter settings

The system saves the most recent state of the Filter panel On/Off toggle button.

When you reopen the Schedule Search screen, the previous toggle state is automatically restored.

The saved toggle setting is specific to each Schedule Search screen:

  • Prep

  • Ship

  • Return/Receive

Filter values are applied based on the settings defined in Settings > Preferences.

These filter values are shared across the Prep, Ship, and Return/Receive Schedule Search screens.

If no orders match the specified criteria, the system displays an error message.

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