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Find in Orders
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Last modified on 6/6/2016 7:59 AM by User.

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Find in Orders

Users have the ability to search for Orders by choosing any combination of search criteria. Search criteria are sorted into specific categories such as Basic, Parties, Notes, Attachments and Search Keys.

 

Basic Tab

Use basic search criteria to find orders by their characteristics.

 

BASIC SEARCH CRITERIA- Use basic

Field Search Criteria
Project All or a portion of the project name.  Use the “*” as a wild character for portions of words.  Such as *fall for “Rockfall “
Location City of project
Quote Quote number- Use the portion of the quote number after the “-“ For example, for a quote with the number of MLA08-123.  Enter “123” to find this quote
Part Number Type in all or a portion of a part number.  Should be used in combination with manufacturer for best results.
File Code This is the number assigned to a closed project that identifies where the job file is located.
Create date Date the bid was created.  This is a hard coded date and does not change
Update date Date the quote was last updated.  This date will change every time the quote is saved.
Bid Date Date when the quote is needed by the customer
Spec Registration OASIS tracks the sales process by assigning consecutive status corresponding to that step in the sales process. 
Bid Board Chooses projects that have been added to the bid board
Rank User assigned importance to the bid
Quote Status OASIS tracks the sales process by assigning consecutive status corresponding to that step in the sales process. 

 

More Tab

Money Tab

Search for orders based on sell prices or earnings.

Field Search Criteria
Min Sell/Level 1/2/3 Minimum prices to search for
Max Sell/Level 1/2/3 Maximum prices to search for
Min Sell/Level 1/2/3 earnings Minimum earnings to search for
Max Sell/Level 1/2/3 earnings Maximum earnings to search for

 

Internal Tab

Search for orders based on internal information such as user accounts, sales accounts or workgroups.

Field Search Criteria
Quoter Find orders with selected quoters
Sales Account Find orders with selected sales accounts
CSR Find orders with selected CSRs
Create User Find orders with selected users
Update User Find orders with selected update users
Order Type Find orders by Order Type
Workgroup Find orders for selected workgroups
Locked Find orders that have been locked
ResellCompany Find orders with selected Resell Company

Parties Tab

Users can search for orders based upon people who were involved with the process.

 

PARTIES SEARCH CRITERIA-  Users can search for orders based upon who was involved with the process

Field Search Criteria

Manufacturer

Name of Manufacturer(s) whose material is included in the order

Customer

Name of the Distributor(s) who is on this order

Parent Manufacturer

Name of Parent Manufacturer(s)

Parent Customer Name of Parent Customer(s)
Representative Search by representative
RepesentativeWithCredit  

 

Specifiers Tab

Find orders based on specifier information

 

Field Search Criteria
Specifiers Specifiers on the General tab of the project
Influences Specifiers on the General tab of the project that have an influence more then zero on the job
Role Use the specifier type to search. Find quotes that have a contractor, distributor, architect, etc. specified
Specifier Find quotes with selected specifiers on the job.
Customer Assigned Sales Find quotes where the selected sales person is assigned to the customer on the job
Quote Assigned Sales Find quotes where the selected sales person is the quoter on the job
Has Specifier If selected, searches for orders that have at least one specifier
No Specifier If selected, searches for orders that have no specifiers

Shipping Tab

Find orders based on shipping information

Notes Tab

Find notes based on the contents of their Notes tab or Internal Notes tab.

Field Search Criteria
Notes Find quotes based on specific note text
Internal Notes Find quotes based on specific internal note text

Attachments Tab

Find orders based on the contents of their Attachments tab.

FIeld Search Criteria
AttDescription Find orders that have attachments with certain descriptions
AttNote Find orders that have attachments with certain notes 
AttColor Find orders that have attachments color coded with a certain color
AttCategory Find orders that have attachments with a specific categorization

Search Keys Tab

Users have the option of creating custom “search tags” that can store important job related information that is unique to your agency. These unique keys can then be used to search for orders.

 LINK to Search Keys