When planning, you may want to locate a particular order or set of orders. In this article, we are going to explain how you can filter orders in the Plan and Optimize tab.
| Who can use this feature | |
|---|---|
| Available for all plans | |
| All users | |
| All regions | |
Filtering by the search bar
You can filter orders by searching for different order detail parameters in the search bar.
To filter orders using the search bar:
- Go to "Plan and Optimize"
- Above the table, type in what you are looking for in the search bar
- Press "Enter" or click the magnifying glass
Orders with matching text in the following parameters will be included in the results.
These parameters are:
- Barcode
- Custom fields
- Customer [legacy]
- Driver
- Driver skills
- Full name
- Location ID
- Location notes
- Location address
- Location name
- Order notes
- Order ID
- Order status
- Order type
- Phone
- Tracking number
- Vehicle features
Filtering by driver
You can also filter your orders by driver.
To do this:
- Go to "Plan and Optimize"
- In the left driver panel, select the drivers you want to filter orders for
The map and the orders table will update to show only the orders for those selected drivers.