You can now narrow your search on the Order Requests screen by a specific type—like Sales Order Number, Model, or Customer.
This focused search gives you more accurate results, making it faster to find requests for a specific sales order without unrelated matches.
Order Request Search Procedure
Objective
This SOP outlines the steps to narrow down searches on the order request screen by sales order number, model number, or customer.
Key Steps
1. Access the Search Box 0:00
Navigate to the order request screen.
Locate the search box on the screen.
2. Select Search Criteria 0:11
Next to the search box, find the dropdown menu labeled 'all'.
Click on the dropdown to view options.
Choose one of the following criteria:
Model Number
Order Number
Customer
Cautionary Notes
Ensure that you enter the correct information in the search box to avoid errors in search results.
Double-check the selected criteria before executing the search.
Tips for Efficiency
Familiarize yourself with common order numbers or customer names to speed up the search process.
Use specific model numbers to narrow down results more effectively.