How to filter and search for Purchase Orders

Step 1: Go to the Streamliner in your Community

Enter the Community page. You will find the Streamliner under ‘Plugins’ on the right side.

Step 2: Go to the 'Purchase Orders' tab

Once you've entered the SBA app, you will find the 'Purchase Orders' tab in the center/top of the page.

Step 3: Select the location for which you want to search for an order(s) 

Step 4: Set filter values

The last three boxes on the top left are filters.

Filter by order number or supplier

You can use the search box in the upper left corner to search for orders with a specific order number or supplier. There is no need to use wildcard symbols: every order that contains the string you typed in will show you either the order number or the supplier's name.

Filter by foreseen delivery date

Next to the search box is another box 'Select a Date', where you can search by date.

Clicking on that box will give you a lot of search options: you can use the preset options on the left or use the calendar on the right to look for a specific date or timeframe. To look for a specific timeframe, first click on the start date of the timeframe. Next, hover over the end date of the timeframe. You'll see that all the dates in between become highlighted. Now click on the end date and you have selected a timeframe.

Filter by adjusting ‘Filters’ button

The third option is the 'Filters' button. If you click on it, a box appears in which you can set your filter values.

• Validated - validated or not validated
• Completed

No shipments - Orders without any Shipment linked

Open - Orders still to be processed: uncompleted and all Orders scheduled for today. This is the default filter.

Partly - Orders with one or more Shipments, but that need more Shipments to be booked to deliver all goods

Booked - Orders for which all Shipments have been booked

Full - Completed Orders

• Cancelled - cancelled or not cancelled. Cancelled Orders are hidden by default.
• Deleted - deleted or not deleted. Deleted Orders are hidden by default.
• Priority - normal or high priority
• Overdue - overdue or not overdue
• Shipment - filtering by number of the Shipment linked to the Order
• Suppliers - Orders linked to a selected Supplier(s). You can choose multiple Suppliers from the list.
• Carriers - Orders linked to a selected LSP(s). You can choose multiple LSPs from the list.
• Dro-off location - Orders linked to a selected Zone(s). You can choose multiple Zones from the list.