6.1 Using Filters

Step 1: Filters allow you to quickly search and find orders in the order manager. They allow you to identify certain parameters so you can find the relevant orders. The filters change depending on what area of the system but their core functionality is the same. For the below example you can search by: 

Site: Select which site to filter from

Order Type: Select what type of order eg; purchasing 

Product Category: Filter by product category 

Linked Supplier / Customer: Select by a supplier or customer 

Created By: Filter by the user who created the template 

Last Edited By: Filter by who last edited the template