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
Go to one of the following warehouse operation screens:
Prep/Fill
Ship
Return/Receive
Select Search.
The Search screen appears.
Figure 1.0: Search screen
Search for an order
In Search by, select one of the following:
Order ID
Customer
Description
Event
Project
Enter the search text.
To include completed orders, select Include completed orders.
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
Turn the Filter panel switch to On.
Set one or more of the following filters:
Date
Yesterday — Shows tasks dated yesterday or earlier
Today — Shows tasks within a configurable date range up to the current date
Tomorrow — Shows tasks dated tomorrow or later
Configure the “Today” Filter
When you select the Today filter, you can limit results to a specific number of past days. This setting is retained across the Prep, Ship, and Return/Receive screens.
Select Today from the date filter options.
In the Include up to [X] days old field that appears, enter a value between 0 and 365 days.
Select Search.
Days entered | Result |
|---|---|
14 (default) | Tasks from the last 14 days and today. |
7 | Tasks from the last 7 days and today. |
0 | Only tasks dated for today. |
365 | Tasks from the past year and today. |
The value resets to 14 days when you install the app, upgrade the app, or sign in.
Other filters
Department: Select a specific department, such as Audio or Video, or select All.
Order type: Select an order type, such as Rental, Sales, or Transfer.
By default, all order types are selected. To limit results, clear the check boxes for the types you do not want to see.
After you define your filter criteria, select Search. Matching orders appear in the Schedule list.
To search without filters
Turn the Filter panel switch to Off.
Enter the search criteria.
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.