Parts Orders Instant Search

The Parts Orders Instant Search gives the user a view of all Open parts sales orders, the ability to search for a specific item (like a Purchase Order number) or a group of items (like Order Status). Selecting an item in the Instant Search view will display more information about the order and the individual parts included in that order.

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Instant Search

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At the top left of the Instant Search view, next to the title Parts Orders, a search field is available. Typing into this field will filter results instantly. This is particularly useful for finding a specific order by Reference Number - however a group of orders can be found if searching by Status or Customer Name.

The user can search

  • Reference Number
  • PO Number
  • Status (Pending or Shipped)
  • Part Number
  • Customer Name

Parts Order Details

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If an item in the Instant Search view is selected, more information on that parts order will become available. Some fields may be left intentionally blank, and all parts orders contain the individual parts included in the order at the bottom of the screen. If you believe missing data should be available, or data is incorrect, please raise a request for support.

Parts Order details include

  • Reference Number
  • PO Number
  • Status
  • Created On
  • Total
  • Currency
  • Sub Total
  • Customer Name
  • Tax
  • Total Charges
  • Invoice Account
  • Customer Account
  • Order Type

Individual part details include

  • Part Number
  • Part Description
  • Extended Price
  • Line Status
  • Ordered Qty.
  • Outstanding Qty.
  • Delivered Qty.

Exporting Parts Orders as a .CSV

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At the top right of the Instant Search view, an Export button is visible. Selecting this Export button will drop down the option to limit how much information the user will download. By default this is set to 100 rows, however there is no limit to the amount of rows that can be exported.

In regards to Parts Orders, 1 row equals 1 part number, meaning multiple rows may be included in a single order.

Press the export button on the dropdown box to start downloading a .CSV file of all available information.

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