Defining filters in Order Manager
In Order Manager you will need to select the correct filter to view specific orders. Each filter is designed for a different task, and some filters can be edited to better reflect what you would like to see. Not all users will need to use all the filters.
1. Filters are in the upper left dropdown next to the Quick Search.
2. You will be able to view all available filters here, starting with a standard set of views and then continuing into custom views.
• Standard filters serve a specific purpose and cannot be edited.
• Custom filters are initially consistent from user to user; however, these filters are customizable and can be edited by individual users. 
Standard Preset Filters
Not Finalized - Orders that have not been finalized.
My Open Orders - Orders that have you listed as the salesperson that have not yet been finalized.
Exceptions - Orders that are missing information causing an exception.
Process By Warnings - Orders that are within their depart time warning and are showing in purple.
Process By Today - Orders grouped by delivery date and sorted from oldest to newest so you can determine what orders may need to be completed first.
Route Manager - Locates all orders with an EZ-Route Ship Via that have not yet been marked as delivered, regardless of Quality Status.
Route Manager-Confirmed - Locates all orders in a Complete Quality Status with an EZRoute Ship Via that have not yet been marked as delivered.
Alternate Part Acknowledgment - Any order with a Quality Status of Replaced will be shown here.
Advance Search - Allows you to create a search based on as many or as few specifications that you would like to add.
Custom Filters
Cut Time - The cut time is a time selected to cut off processing for orders going on a specific mode of delivery. Organizes all the orders based upon the cut time assigned to their given Ship Via in Order Manager.
Order Fulfillment - Used by order dispatchers to assign active Work Orders. Groups orders into production types to be assigned and processed.
Production Receiving - Orders that are waiting to be received from a brokering partner.
Sales - Orders in the system that are not in resolution. Sales is usually the most customized filter. Many will choose to customize Sales to reflect just their own orders, or to reflect finalized/non-finalized orders.
Resolutions/Inventory Control - Orders with some sort of action needed. Most orders here will simply need reviewed and finalized out of the system. However, Stalled orders will need to be kept track of and responded to quickly so that processing is not delayed.
Return Management - Route Pickups in your Order Manager, can be marked as a Complete Quality Status. It then will show up in your Route Manager – Confirmed filter to be sent to EZ-Route.
Ready to Invoice - Orders that are in a Complete Quality Status but are not yet finalized. This signifies the order is ready to be delivered or picked up and, depending on your operation, you can then invoice that order in your yard management system.
3. By selecting the Pencil icon next to the filter dropdown, you can edit Custom filters as well as add new filters. Select New Filter or choose a filter from the list on the left. Then you can modify the search qualifications for your needs.