The following video discusses using the open order report in the point of sale system to search for specific orders based on various criteria.
Using the Open Order Report
Key Steps
Accessing the Open Order Report
Open the point of sale system.
Click on the menu button.
Expand the point of sale section.
Select the "Orders" option.
Choose the "Open Orders" tab.
Searching for Orders
Utilize filters to narrow down search results based on criteria such as minimum deposit, delivery or pickup status, location, sales associates, delivery dates, etc.
Use the search box to search by order number, customer name, or models on order.
Ensure search queries are detailed enough to return specific results.
Additional Filters
Utilize quick filters at the top to view orders that are open, ready to ship, or have allocations.
Understand that open orders may also have allocations or be ready to ship.
Use date filters to search for orders based on criteria such as estimated delivery date, last update date, creation date, date desired, or next call date.
Cautionary Notes
Ensure search queries are detailed to avoid retrieving irrelevant results.
Be cautious when using date filters to accurately pinpoint the desired orders.
Understand the different statuses of orders (open, ready to ship, allocations) when filtering results.
Tips for Efficiency
Use filters effectively to narrow down search results quickly.
Combine search criteria for more specific results.
Familiarize yourself with the different filter options available to optimize search capabilities.