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
-
Email
-
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.