Searching for reorders
The reorder search allows you to list all reorders or to find specific reorders. When you open the menu, a search is automatically carried out, displaying a list of all reorders in the overview.
1. Searching for reorders
Use one of the following methods to refine your search or find specific reorders.
Searching for reorders:
-
Go to Stock » Reorder (Test phase).
-
Option 1: The system automatically performs a search and displays the results.
-
Option 2: Enter a number or keyword into the search field and select one of the automatic suggestions to view matching results.
-
Option 3: Click on tune to narrow down the search results using filters.
-
2. Selecting filters
In the editing mode () of the reorder overview under Settings » Filter, you can decide which filters should be visible for the search.
Adjusting the layout of filters
In the setting Filter arrangement in the editing mode, select the number of filter columns to be shown in the search. |
Setting | Explanation |
---|---|
Reorder ID |
Enter one or more reorder IDs to filter for reorders with this ID. Note that in case you enter several IDs, they need to be separated with a comma. |
Target warehouse |
Select a warehouse from the drop-down list to filter for reorders that will be delivered to this warehouse. |
Supplier |
Select a supplier from the drop-down list to filter for reorders that will be delivered by this supplier. |
Reorder status |
Select a status from the drop-down list to filter for reorders with this status. |
External reorder ID |
Enter an external reorder ID to filter for reorders with this ID (e.g. eBay item number). |
Supplier item number |
Enter the item number of the supplier, to filter for reorders with this number. |
Created on |
Enter a date or select a date from the calendar (today) to filter for reorders that were created on this date. |
Order date |
Enter a date or select a date from the calendar (today) to filter for reorders that were executed on this date. |
Delivery date |
Enter a date or select a date from the calendar (today) to filter for reorders that were delivered on this date. |
Finish date |
Enter a date or select a date from the calendar (today) to filter for reorders that were completed on this date. |
Delivery note number |
Enter the delivery note number to filter for reorders with this delivery note number. |
External delivery note number |
Enter the external delivery note number to filter for reorders with this delivery note number. |
Owner |
Select an owner from the drop-down list to filter for reorders assigned to this owner. |
Variation ID |
Enter one or more order variation IDs to filter for reorders with this variation ID. |
Item data |
Enter item data to filter for reorders with this data. For example, this can be the item name. |
Tag |
Select a tag from the drop-down list to filter for reorders with this tag. It is possible to select multiple tags. |
Last status change |
Select a date for the last status change to search for reorders whose status was last changed on this date. Note: This filter only applies to reorders with a status change since August 2024. |
2.1. Using operators
Operators allow you to determine the behaviour of filters in more detail and further limit the search results. Table 2 contains all available operators as well as explanations on their functions.
Operator | Explanation |
---|---|
= |
Is equal to |
IN |
Is in |
≈ |
Contains |
3. Saving the current filter
When you start a search, your selected filters are displayed at the top as chips. You can save these filters to apply them again more quickly and easily in the future.
Saving the current filter:
-
Start a search.
-
Click on Saved filters (bookmarks).
-
Click on bookmark_border Save current filter.
-
Enter a name for the filter.
-
Decide whether
-
this filter should be determined as the default filter (toggle_on)
-
this filter should be created for all users (toggle_on).
-
-
Click on SAVE.
→ The filter now appears under Saved filters (bookmarks).
Determining the order of filters and removing filters
Use drag-and-drop to arrange the filters in a specific order by clicking on Move (drag_indicator). Click on delete to delete a filter. |
4. Applying saved filters
Proceed as follows to apply an already saved filter for the search.
Applying saved filters:
-
Click on Saved filters (bookmarks).
-
Click on a filter that you have already created.
→ The search results appear and the filter settings are displayed in the top section of the overview as chips.
5. Setting a default filter
You can set a created filter as the default filter, so that you don’t have to select a frequently used filter from your list of saved filters every time you open the menu Stock » Reorder (Test phase). Every time you open the reorder UI, this filter will be automatically applied.
You can set a filter as a default filter directly when creating it as described in Saving the current filter or you can set the filter as default in the overview afterwards.
Click in the line of the saved filter on star_border Set as default. If you want to set another filter as a default filter, deactivate the currently selected default filter by clicking on star Do not use as default.