Production Search


Overview

Using the search filters on production can be used to locate a particular order or it can be used to find multiple orders with similar specs.  i.e. search all the orders going on the press with PMS 085 Red so you can run them together without having to do a wash up.


Searching for a Customer

Step   Action

  1.      Select {Production} and then select a tab to be searched.



 2.      The search criteria that can be used include:

Field
Action
Assigned To
Select an option from Assigned drop-down menu.
Graphics, Press, Finishing, Shipping and Item Due Date
Select a timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.

Item Number
Enter in the full or partial Item Number.
Item NameEnter in the full or partial Item Name.
Order Number
Enter in the full or partial Order Number.
Order Name
Enter in the full or partial Order Name.
Status
Select some Status options from the drop-down menu.
Customer Name
Enter in the full or partial name of the customer in to the Customer Name field.
Customer  Number
Enter in the complete Customer Number.
Tags
Select some Tags options from the drop-down menu.
Receiver
Select an option from Receiver drop-down menu.
Sales Rep
Select an option from Sales Rep drop-down menu.
CSR
Select an option from CSR drop-down menu.
Graphic Artist
Select an option from Graphic Artist drop-down menu.
Press Group
Select an option from Press Group drop-down menu.
Press
Select an option from Press drop-down menu. 
Stock Name
Enter in the full or partial Stock Name.
Stock Weight
Enter in the full or partial Stock Weight.
Stock Size
Enter in the full Stock Size width and/or length.
Stock Color
Enter in the full or partial Stock Color.
Stock Finish
Enter in the full or partial Stock Finish.
Ink
Enter in the full or partial Ink.
Department Item
Enter in the full or partial Department Item.
Vendor
Select an option from Vendor drop-down menu.
Ship Type
Select an option from Ship Type drop-down menu.



   3.     Once Search criteria has been entered, select {Search}. To clear all 

           search  criteria, select {Clear}.


Note: If there is a specific set of search criteria you use often, it's possible to save it in the form of a Smart List for future searches. (See Smart Lists)