Searching for Shipments and Grouping Search Results

To search for Shipments and group the search results:

1. Display a Shipments list. (Click SHIPMENTS, and then click a submenu item.) The Search box for Shipments is at upper left.
   
   
   

2. Press F9 to put the cursor in the Search box.

3. Enter your search criteria, such as the Order #, Service, Tracking #, SKU, Ship To Name, Ship To City, or street address (for example, "123 main st"). See Understanding How Search Works and Using Wildcards when Searching for Shipments for additional information on performing searches.

4. Press ENTER or click the magnifying glass icon to execute the search. The list of Shipments that match your search criteria is displayed.
   
   
   

5. The list can be grouped by any column. To group the list, drag the column header to the area marked Drag a column header (at top). For example, if you group by Service, the items in the list will be grouped by FedEx Ground, UPS Ground, USPS Parcel Select, and so on. For example:
   
   
   

6. To create a sub-group of items in the list, drag another column to the Drag a column header area. The following list is grouped by Service (Service UPS Ground and USPS Parcel Select), and then by Ship To State.
   
   
   
   The columns used to create groups are indicated above the list at left (see the highlighted area in the above graphic). To cancel a grouping, click the X at right of the column name.
   

7. As needed, drag more column headers to the Drag a column header area to create additional sub-groups. You can also filter the Shipments list.

Understanding Searching for Shipments

Descartes ShipRush Web must find all search criteria in the Shipment for the Shipment to be a "match." Scenario:

• Order 1: To 123 Main Street; its phone number is listed as 11-234-5678.

• Order 2: To 111 Main Street with no phone number.

1. Enter "111 main" into the search box.

2. Press ENTER. Both orders are found because they both contain 111 main in the Order/Shipment information:

• Order 1:

  • "111" (in the phone number)

  • "main" (in the address)

• Order 2:

  • "111" (in the address)

  • "main" (in the address)

Search for a phrase by including quotation marks:

1. Enter "111 main" into the Search box.

2. Press ENTER. Only Order 2 is found because it includes the phrase "111 main". The first Order does not include the phrase.

Note: Searches are not case sensitive. For example, to search for John Smith, you could enter "John Smith", "john smith", or "john Smith".

Note: Searches go through the available history of each Shipment to return matches, regardless of the visible 'date range' or other filters that are set. Thus, adjusting date ranges before performing the search is not necessary.

Using Wildcards when Searching for Shipments

Two wildcards can be used with search:

• ?: The question mark stands for any one character

• *: The asterisk stands for any number of characters

For example:

Note: The wildcard must be placed at the end of the search term (for example, "mar*" or "UPS*"). A wildcard placed before the search term is ignored. For example, "*mar" and "*mar*" are ignored as wildcards.

Tip: To exit the search results, click any SHIPMENTS submenu item.

Filtering the Shipments/Orders List

Filters can be used to filter the Shipment/Order list by Shipment Date or Order Date, Ship To geographical area, Ship Method, Item SKU, Item Name, and one or more Tags applied to the Shipments. Do the following:

1. Above the grid and at right of Shipments, click the down-arrow button. The Filter dialog is displayed.

1. On the dropdown at upper left, select Shipment Date or Order Date.

2. Select a time frame on the dropdown. If you select Custom, enter the beginning and ending dates.

3. Do any of the following to fine tune the filter:

   • On the Ship To dropdown, select a geographical area.

   • Enter a Ship Method.

   • Enter an Item SKU.

   • Enter an Item Name.

   • Wildcards can be used for the Ship Method, Item SKU, and Item Name (see examples).

   • The highlighted box (see above graphic) can be used to filter the Shipments list by any Tags assigned to Shipments. Select an option in the Tags dropdown. Select one or more tags in the highlighted box. (See also Tagging Shipments.)

4. To execute the filter, click Apply. To clear the filter entries, click Clear Filter. See also Sorting and Additional Filtering Options.

Examples of Using Wildcards in Filtering Fields

Orders/Shipments List: Sorting and Additional Filtering Options

To help find specific Orders/Shipments, you can sort the list by Order Date (or by any other column) as well as specify additional filtering criteria. Do the following:

1. To sort the list by Order Date, click the vertical ellipsis located next to Order Date, and then click Sort Ascending or Sort Descending. To sort the list by a different column, click the column's vertical ellipsis, and then click Sort Ascending or Sort Descending.
   
   
   

2. Most columns include a Filter option to help you fine tune your search. In the column's header, click the ellipsis button, and then click Filter. The filtering options are displayed. For example:
   
   
   

3. Depending on the column, you can:

   • Select a qualifier, such as Equal to or Contains. Certain fields, such as Order Date, have additional qualifiers, such as is greater than or equal to and is less than or equal to.

   • Select a Boolean expression, such as And or Or.

   • Enter your filtering criteria

4. Click Filter to list only those Orders/Shipments that match your filter(s).

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