Search Shipping Order
Required Permissions
- View Shipping Orders
- ability to search and view Shipping Orders
- Modify Shipping Orders
- ability to add, view, edit, cancel and close Shipping Orders
- View Reports
- ability to print and export Shipping Orders List Report
Search Shipping Order
- Go to Orders tab of the main menu.
- Select Shipping -> Search Order menu item.
The following window displaying Shipping Orders opens:
- Specify the necessary search criteria in Search Shipping Order frame:
The following optional filters can be applied:
| Filter | Comment |
|---|---|
| Number | |
| PO Number | |
| Site | Drop-down list of active Sites that you have access to. The necessary Site can be searched by the ellipsis button [...] as well. Multiple Select is supported. CoreIMS automatically prepopulates the field, if you have a specified Default Site (please refer to Users section). |
| Company | Drop-down list of active Customer Companies. The necessary Company can be searched by the ellipsis button [...] as well. |
| Owner | Drop-down list of active Companies marked as Owner. The necessary Company can be searched by the ellipsis button [...] as well. Visible only if Ownership mode is set up as Item level or Stock Level in System Settings. If you (your CoreIMS user) have a specified Owner (please refer to Users section), you will be able to search for Shipping Order(s) only of this Owner or without owner. |
| Order Type | Drop-down list of Order Types. |
| Status | Drop-down list of the predefined system values: New, In Process, Closed, Canceled, In Process + Not Allocated, In Process + Partially Allocated, In Process + Fully Allocated. |
| Item | Drop-down list of active items. The necessary item can be searched by the ellipsis button [...] as well. Multiple Select is supported. |
| Order Date | You can specify the date range of Order Date for the Shipping Order(s) you are looking for. |
| Due Date | You can specify the date range of Due Date for the Shipping Order(s) you are looking for. |
| Complete Date | You can specify the date range when the Shipping Order(s) you are looking for was closed. |
| Amount Ordered | You can specify the range of Amount for which the Shipping Order(s) you are looking for was ordered. |
| Amount Shipped | You can specify the range of Amount for which the Shipping Order(s) you are looking for was shipped out. |
| Business Type | Checkboxes: B2B (Business-to-Business), B2C (Business-to-Consumer). |
| Priority | Drop-down list of the predefined system values: Rush, Low, Medium, High. |
| Carrier | Drop-down list of the values defined in Configuration section. |
| Ship Method | Drop-down list of the values defined in Configuration section. |
| Shipping Location | Search by Shipping Locations specified in Shipping Orders. It's a drop-down list of active Locations on Site(s) selected above. The necessary Location can be searched by the ellipsis button [...] as well. |
| Comment | |
| Address (Ship To) | CoreIMS will automatically prepopulate Country if Default country is specified in System Settings. |
| Custom Fields | If Shipping Order has any Active Custom Fields. |
CoreIMS allows you to do the following when searching:
1) search by the beginning or by any part of text fields;
2) set checkboxes to one of three states for searching;
3) hide/unhide search filters;
4) collapse/expand the filter area;
5) fasten/unfasten the filter area.
- Once you specify all necessary filter criteria, click Enter or Apply Filter button.
The results that satisfy the search criteria will be loaded to Shipping Orders frame:
If needed, reset previously specified filter criteria by clicking Reset Filter button.
You can also search for Shipping Orders created by you (your CoreIMS user) by clicking Display My Orders button:
- once you click Display My Orders button, it will be renamed to Display All Orders button - you can click it in order to display back orders created by all users.
Use navigation buttons
to switch the pages of the grid.
You can also customize the view of the grid and use Ctrl+F for searching.
View and Edit Shipping Order
You can view and, if needed, edit the necessary Shipping Order by double-clicking on it on the grid:
Edit Shipping Order window opens:
Please refer to Shipping Orders section to find out which operations are available for you from this screen.
Shipping Orders List Report
You can print or export Shipping Orders List report displaying the data from the grid on Search Shipping Order screen. To this end use Print or Export button accordingly.
Troubleshooting
1. The Order cannot be found.
Check if you specified the necessary search criteria.