When planning routes, you can filter orders to quickly find a specific order or group of orders. This article explains how to filter orders in the “Plan and Optimize” tab.
| Who can use this feature | |
|---|---|
| All plans | |
| All users | |
| All regions | |
Filtering by the search bar
You can use the search bar to find orders that match specific order details.
To filter orders using the search bar:
- Go to "Plan and Optimize"
- Enter your search term in the search bar above the orders table
- Press "Enter" or click the magnifying glass
The results will show orders with matching text in any of these fields:
- 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 orders to show only those assigned to specific drivers.
To filter by driver:
- Go to "Plan and Optimize"
- In the left driver panel, select the drivers you want to view
The map and orders table will update to show only orders assigned to the selected drivers.