On the Sort Order screen you can get information about your Sort Order documents. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can see what this page is about. There’s also a blue magnifier button that’s used to show and hide the Filter section –
When the Filter (2) section is shown, on the left side you will find two buttons – Sort Order and Lines of sort order.They change the way you see the results below in the Result (3) section.
- If Sort Order is selected, your result section shows a row for each sort order document.
-
If
Lines
of sort order
is selected, your result section shows a row for each particular
item that is part of the sort order document. If three different
items were sorted in the same order, you will see three different
rows in the result section for that same sort order.
The
rest of the buttons within the Filter section allow you to filter
based on something specific like Date
Range,
Type,
Status,
From
Type,
To
Type.
Most of them are drop down menus where you can select your filters.
The different options are described in the table below.
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the time the sort order was made |
| Type | Allows you to filter the results based on the type of document. The choice would be Sort Order # |
| Status | Allows you to choose the status of the sort order documents – Confirmed, Active, Cancelled. If the status is Confirmed, the lines will be in green color. If the status is Active, the lines will be in black color. If the status is Cancelled, the lines will be in gray color |
| From Type | Allows you to filter based on the From type of the sort order. The choice would be Warehouse. When selected, additional option allows you to select a specific warehouse |
| To Type | Allows you to filter based on the To type of the sort order. The choice would be Warehouse. When selected, additional option allows you to select a specific warehouse |
After
choosing
the filters you want,
you can use the grey magnifier button –
,
to apply your filters and get your results. Based on your Filter (2)
selections, the Result (3) section will be visualized differently.
When the Result filter is set to Sort
Order,
the Result (3) section will show you the Sort Order documents based
on your filter criteria. By default, the system will only show you
the most used columns:
| Column | Meaning |
| Type | Shows the type of the document – Sort Order |
| Document Number | Shows the Sort Order document number |
| Date | Allows you to see the date of the Sort Order document |
| From | Shows where the Sort Order document was made from |
| To | Shows where the Sort Order document was made to |
| Quantity | Shows the quantity of the items in the Sort Order document |
If
you want to see more information about your Sort Order documents,
there are check boxes that allow you to add more columns to the list
of results:
| Column | Meaning |
| Description | Shows the description of the Sort Order document (if any) |
| Comment | Shows additional comments (if any) Note: When we check to show the Description and/or Comment columns, we get an additional button in the Result section – . That button allows for quick edit of these fields |
| Linked Transactions | Shows the linked transactions (if any) |
| Weight | Shows the weight of the items in the Sort Order document |
| Volume | Shows the volume of the items in the Sort Order document |
Plus
a few additional buttons
| Button | Mouse over text | Meaning |
 | Lines | Shows the lines within the Sort Order items (ID, Name, Quantity) |
 | More info | Opens more info – the Sort Order Record |
When
the Result filter is set to Lines
of Sort Order,
the Result (3) section will show you the lines within the Sort Order
documents based on your filter criteria, one Sort Order item on each
row. By default, the system will only show you the most used
columns:
| Column | Meaning |
| Type | Shows the type of the document – Sort Order |
| Document Number | Shows the Sort Order document number |
| Date | Allows you to see the date of the Sort Order document |
| From | Shows where the Sort Order document was made from |
| To | Shows where the Sort Order document was made to |
| ID | Shows the ID of every particular item in the Sort Order document |
| Name | Shows the name of the item in the Sort Order document |
| Brand | Shows the brand of the item in the Sort Order document |
| Batch | Shows the batch number of the item in the Sort Order document (if any) |
| UM | Shows the unit of measurement selected for each particular item in the Sort Order document |
| Quantity | Shows the sorted quantity |
| Remaining Quantity | Shows the remaining quantity |
If
you want to see more information about your Sort Order documents,
there are check boxes that allow you to add more columns to the list
of results:
| Column | Meaning |
| Description | Shows the description of the Sort Order document (if any) |
| Comment | Shows additional comments (if any) Note: When we check to show the Description and/or Comment columns, we get an additional button in the Result section – . That button allows for quick edit of these fields |
| Linked Transactions | Shows the linked transactions (if any) |
| Weight | Shows the weight of the items in the Sort Order document |
| Volume | Shows the volume of the items in the Sort Order document |
Plus
a few extra buttons:
| Button | Mouse over text | Meaning |
 | Record Item | Shows the item record |
| | More info | Opens more info – the Sort Order Record |