How to locate the correct filter and view for your order
1. When you first enter Order Manager you will choose selections from the dropdowns across the top of the screen. The left dropdown is to select the yard where you are (only if necessary). The next dropdown is to select Filters. The final dropdown at the top right is to select Views.
2. Next to each of the Filter and View dropdowns there is a pencil icon. This icon allows you to edit and add new filters and views.
3. Filters are used to search for specific orders and Views are how they are arranged and organized on the screen.
4. Within the Filter editing, you can also select a specific view as the default for a specific search.
5. This will automatically switch the View to the default view anytime you select that Filter.
Note: Most order dispatchers will work within the Order Fulfillment filter, while salespeople usually want to work within their Resolutions filter.