How to filter orders

On the Orders page, you can apply filters to quickly view the orders that are most important to you. You can also save filters for future use.

This article covers how to: 

Apply a filter

Follow the steps below to filter the orders shown on the Orders page.

  1. On the Orders page, click the Filters icon in the upper right corner to expand the filter modal.

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  1. Then, fill in the fields you'd like to filter your order view by. These options are detailed in the Default order filter options and User More filters sections below.
  2. Once you’ve selected the fields which you want to filter orders by, click APPLY. Now, only orders matching all the chosen criteria are displayed. 

For example, if you choose a Date range of Pickup Today, and the Status Is Covered, then only orders connected to shipments that have a pickup for today’s date and are in the Covered status are shown.

Save an order filter

Do you filter by the same criteria in orders regularly? Save filters to quickly apply them when you need to. After filling in all of the applicable fields, click Save as… in the bottom right corner.

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Type in a name for your filter, then click the checkmark icon to save. If you change your mind, click the arrow icon to undo the action and not save the filter.

Next time you want to apply your saved filter, click My filters next to the filter icon in the top right corner of the Orders page. This displays all of your saved order filters. Select the one you want to quickly apply to your orders.

View the applied filter

Once a filter is applied, the criteria used to filter orders is displayed at the top of the Orders page.

In the example above, the orders page is being filtered by three criteria: Phase, Destination location, and Customer. The order phase is displayed as Phase (Exclude Complete), which means orders in any phase except for Complete are shown, the destination location is Sunnyvale, so only orders ending at the Sunnyvale location are included, and lastly, the customer on the order must be Regression Shipper.

Click clear on the right side to remove the filter. To edit the filter, click the filter icon to add to or remove the existing criteria. Keep in mind that a filter will remain until it is cleared or edited and reapplied. Even if you sign out and log back in, the last filter you applied to orders will remain. If you cannot find an order you are looking for, look at the applied filter and clear or edit the filter to adjust what is being displayed.

Protip: When using list view with a saved filter, your column customizations will be automatically saved to the filter you are using.

Default order filter options

Each Orders page filter field is described in the subsections below. 

Order type

Use the Order type drop-down to filter for orders by their type. Select from Transportation order, Warehouse order or Customer order. You can select only one.

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Note: Warehouse and Customer orders are not enabled by default. Contact your Turvo representative if you’d like to enable warehouse or customer orders for your tenant.

Order ID Type, Value, & Account

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Use this filter to search for orders that have a secondary ID listed in the Details > Overview > ID segment with Type, Value, and Account (optional) fields that fully or partially match the entered information. 

  1. First, choose an ID type from the drop-down menu. Select from:
    1. Turvo Order ID
    2. Purchase order #
    3. Reference #
    4. BOL #
    5. SCAC
    6. Route #
    7. PRO #
    8. Tracking #
    9. Container #
    10. Batch invoice ID
    11. Other #
    12. Customer shipment number
  2. Next, use the toggle to select Is to search for orders with an an exact matching ID of the selected type or select Contains to search for orders with an ID of the selected type that contain the 
  3. Use the ID value field to type in the full or partial ID number that you’re searching for. 
    1. Protip: If copy/pasting a list of IDs into the ID value field, the IDs can be separated by spaces or commas.
  4. Use the ID account field to filter for order IDs where the Account (optional) field is configured with a specific account. Type in the name of an ID account, then select from the matching accounts shown below. 
    1. You can only select one account in this field.

Order ID

Use this filter to search for specific orders based on the Turvo order ID. 

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  1. Use the text field to type in a Turvo order ID to search for matching IDs.
  2. Choose a matching order ID from the results shown below the field.
  3. Continue typing after selecting an order to add more orders to the filter.

Protip: If you’re copying and pasting a list of IDs into the Shipment ID field, each ID can be separated by commas or spaces.

Click the X on a selected order ID to remove it from the filter.

Protip: The Turvo order ID is the main ID number that appears in your Turvo tenant. We recommend using the Order ID filter to search for orders with a specific Turvo order ID and the Order ID Type, Value, & Account filter to search for orders based on secondary IDs.

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Date range

The Date range filter allows you to filter for orders where the selected date type falls within the selected date range.

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Important note: Some of the date types available correspond to dates recorded on the shipment(s) associated with the order. For example, you can use this to filter for orders where the associated shipment’s Actual delivery date was within the last month. See our article, Understanding dates and times on a route, to learn more about the date types.

  1. Use the Date range drop-down to select one of the following date types to filter shipments by: 
    1. Pickup appointment date
    2. Delivery appointment date
    3. Actual pickup
    4. Actual delivery
    5. Requested pickup
    6. Requested delivery
    7. Created date
    8. Planned pickup
    9. Planned delivery
    10. Closed/completed
  2. Then, create a custom date range using the calendar tool, or click the drop-down menu and choose from the following pre-configured ranges: 
    1. Today
    2. Past week
    3. This week
    4. Next week
    5. Past month
    6. This month
    7. Next month
  3. To create a custom date range, click each field to select a date from the calendar, or type in a date with the format mm/dd/yy.

Phase

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The Phase filter lets you search for orders based on their current phase. 

  1. Use the Is/Is not toggle to filter to include or exclude orders in the selected phase(s).
  2. Next, click the field and use the drop-down to select the phase(s) you want to include in your search. 
    1. Phases are grouped by order type in the drop-down. 
    2. Select all that apply.

Note: If you select a phase that conflicts with selections made in the Order type or Status filters, no results are shown.

Status

Use the Status field to filter for orders based on their status. Use the Is/Is not toggle to include or exclude orders in the selected status(es). 

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Click the text field and use the drop-down, or start typing a status name into the field to narrow the list, to select applicable statuses. Add one status or all that apply. 

Note: Statuses in the drop-down are grouped by phase and order type.

Click the X on a selected status to remove it from the filter.

Customer

You can filter for orders for specific customer accounts using the Customer filters. Use the Is/Is not toggle on either field to  include shipments for the selected customer(s) or should exclude shipments that are connected to those accounts. 

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Use the text fields to type the name of a customer account, then select an account from the results shown below. Type in the field again to add additional customers. Select all that apply.

Click the X on a selected customer account to remove it from the filter.

Groups

Use the Groups field to filter for orders that are or are not associated with the selected visibility group(s). 

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In the text field, type in the name of a group, then select from the matching results below. Select all that apply. If an order is associated with at least one of the selected groups, that order is included or excluded in the results, depending on your Is/Is not selection.

Click the X on a selected group to remove it from its respective filter.

Filtering by locations associated with the order

Use the Origin/Destination city, state, country fields to filter for all orders originating or ending in a selected region or the Origin/Destination location fields to filter for orders associated with specific pickup or delivery locations.

Note: If both origin and destination filters are used, only orders with both an origin and destination within the selected regions are shown.

Filtering for orders by origin or destination region

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Use the Origin city, state, country and Destination city, state, country fields to search for orders that begin or end at any pickup or delivery location within a selected city, state, or country. Use the provided text fields to type in the name of a city, state, or country, then select from matching results shown in the drop-down below. Select all cities, states, and/or countries that apply.

Click the X on a selected location to remove it from its respective filter.

Filtering for orders with origins or destinations within a radius

Both the Origin city, state, country and Destination city, state, country fields have a Search radius field connected to them. When used in conjunction with your selected cities, states, and/or origins, you can filter for all orders with origins or destinations within a selected distance of the selected location(s).

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For example, if the chosen Origin city, state, country is Sunnyvale, CA, USA and the Search radius (mi) is 100 miles, then all orders with origin locations within 100 miles of Sunnyvale are shown. 

Note: You can only filter by one origin and one destination radius at a time. If you enter multiple cities/states/countries in the field, the Search radius field disappears.

Filtering for specific locations

Use the Origin location and Destination location fields to filter orders that start or end at specific pickup and/or delivery locations. 

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Use the provided text fields to type in the name of an existing location in Turvo, then select from matching results that appear below. Select all that apply.

Click the X on a selected location to remove it from its respective filter.

Protip: Want to see all the orders associated with a location that isn’t the order’s origin or destination? You can add an additional filter called Stops at. Learn how in the Use additional filter criteria section below.

Items #

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Use this field to filter for orders that contain at least one item with an item ID number that matches or partially matches an ID number a value entered into the provided text field. 

  1. Use the Is/Contains drop-down to filter for orders with an item where the Item ID # either:
    1. Is: Matches the entered value exactly, or;
    2. Contains: Contains the partial value that you input in the text field.
  2. Type in a complete or partial item ID in the text field and press the Enter key to add it to the filter. 
    1. Add all IDs or partial IDs that apply. 

Protip: Item ID numbers can be found by finding the item’s Item ID field in the Summary tab or in the Details > Overview > IDs section.

Tags

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The Tags field allows you to filter for orders with one or more of the selected tags assigned to them. For example, you may want to see all the orders that have the tag #HotOrders.

Use the text field to type in the name of a tag, then select from the matching results that appear below. Select all tags that apply. 

Click the X on a selected tag to remove it from its respective filter.

Filtering by attached document types

The Document(s) filter allows you to filter for orders that do or do not have the selected document type(s) attached to them. For example, use this filter if you need to find all orders that have a customer invoice within the past month. 

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Use the Has/Does not have toggle and the provided drop-downs to configure the filter.

If you selected the Has toggle:

  1. Use the Type drop-down to select all applicable document type(s) or leave the field blank to include all document types. 
    1. This directs Turvo to filter for orders that have at least one document attached that matches one of the selected type(s). 
  2. Use the Created or the Updated date filters to only include orders where the selected document type(s) were created and/or last updated within the specified time periods. You may use both filters to narrow the results. Use each fields’ drop-downs to select from:
    1. Any time
    2. Today
    3. Yesterday
    4. This week
    5. Past week
    6. This month
    7. Past month

Note: Both the Created and Updated fields default to Any time. If you were to toggle both filters, both conditions need to match an order for that order to appear in the filtered results. For example, if Created is set to Past week and Updated is set to Today, the only orders that appear in the results have at least one of the specified document types attached that was both created in the past week and updated today. 

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If you selected the Does not have toggle:

  1. Use the Type drop-down to select all applicable document type(s).
    1. Turvo filters for orders that are missing one or more of the selected document type(s).
  2. The Created and Updated date fields disappear.

Click the X on a selected document type to remove it from the filter.

Total gross weight and Total volume

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Use the Total gross weight and Total volume filters to search for orders where the total weight and/or volume is within the range(s) you set. Type in a number in the from field(s) to set the minimum weight and/or volume and the to field(s) to set the maximum weight and/or volume.

  • If you use all four fields, or one volume and one weight field, only orders with total weights and volumes within the set ranges appear.
  • If you use only the from fields, only orders with a total weight and/or volume greater than or equal to the minimum weight and/or volume appear.
  • If you use only the to fields, only orders with a total weight and/or volume less than or equal to the maximum weight and/or volume appear.

Note: Units for this filter are set by your tenant’s default units of measurement.

Toggles

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Use the Yes/No toggles at the bottom of the default filter option to filter for:

  • Has shipment(s)?: Orders with at least one associated shipment or orders that have no shipments.
  • Has appointment?: Orders where a pickup or delivery appointment is or is not booked.
  • Has exception?: Orders that do or do not have an associated exception.
  • Has task?: Orders that do or do not have an associated task.
  • Hazmat: Orders that do or do not items that are marked as Hazmat.

Use More filters

Looking to filter by data that is not an option? There are many more filters to choose from beyond the default collection that are visible. To reveal more available filter criteria, click More filters.

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This adds an additional line. Click the field to choose from the many options in the drop-down menu. Once an option is selected, complete the applicable field. This will differ depending on the chosen criteria.

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What if you want to see all the orders that pass through a location? Another example is to use More filters to add a filter for Stops at, then specify a location. Once applied, this will show you all orders associated with that location regardless of whether the location is the origin or destination.

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If multiple additional filters are needed, continue to click More filters to add as many additional filters as you need. Click the x to the right side of a line to remove an additional filter.

The additional filter options found under More filters are described in the subsections below:

Carrier

The Carrier filter allows you to search for orders with an associated shipment assigned to a specific carrier. 

Use the Is/Is not toggle on either field to indicate that the filter should only include shipments for the selected customer(s)/assigned to the selected carrier(s), or should exclude shipments that are connected to those accounts. 

Click the X on a selected carrier account to remove it from the filter.

Customer account owner and Carrier account owner

Use the Customer account owner and Carrier account owner fields to filter for orders associated with the selected customer or carrier account owners. 

Note: The order can only have a Carrier account owner if it has an associated shipment with a carrier assigned.

In each field, use the text field to type in the name of a user in your tenant, then select from the matching results shown below. Select all customer or carrier account owners that apply. Click the X on a selected account owner to remove it from its respective filter.

Note: If both filters are used, only orders with shipments that have both a customer account and carrier account are assigned to the selected account owner users are shown.

Created by

Use the Is/Is Not toggle and the provided field to filter for orders that were created by the selected user(s) on your Turvo tenant.

Destination account / Origin account

Use the orders Destination account and Origin account fields to filter for orders based on the account associated with the final delivery location or initial pickup location, respectively. Use the text field to type in an account name and select from matching results shown below. Only one account at a time is applicable.

Note: If both filters are used, only orders with locations for both accounts are shown.

Direction

To search for orders based on their direction, use drop-down and select from Inbound, Outbound, or Transfer. Select all that apply. 

Equipment needed

Use the orders Equipment needed field to filter for orders based on their equipment needs. Use the text field to type in an equipment type’s name and select from matching results shown below. Select all that apply.

Exception status

To search for orders based on the status of attached exceptions, use drop-down and select from Created, Valid, or Invalid. Select all that apply. 

Favorites

This filter allows you to view only orders that are marked as Favorites for your account. Use the toggle to select from All or My Favorites.

Item Dates - Best by date / Code date / Expiration date / Production date / Slaughter date

These filters allow you to view orders that contain items with added date type attributes that match the selected filter and where that date falls within the selected date range. 

Use the drop-down on each filter to choose from a preselected time period or use the calendar tools to select a date range.

Note: These date type attributes are added in the item’s Details > Overview > Units of Measure section. 

Item name

Use this filter to view orders that contain an item with a name that matches one of the selected names.

Click the text field to type in an item name and select from matching results shown below. Select all that apply.

Item reference value

Items in Turvo can have multiple types of ID numbers, which can be used with different customers. Use this filter to view orders with items that have a reference value of the selected type that either match or contain the entered value.

  1. Use the first drop-down to select an Item reference type
    1. Only one can be selected.
  2. Then use the Is/Contains drop-down to filter for orders that contain items with a reference number of the selected type that either: 
    1. Is: Matches the entered value exactly, or;
    2. Contains: Contains the partial value that you input in the text field.
  3. Type in the full ID or partial ID in the text field to the right. Hit the Enter key to add a full or partial ID. 
    1. You can add multiple IDs or partial IDs.

Item state

Use the Item state drop-down to search for orders based on the State recorded on the items within. Select from Dry, Fresh, Frozen, Hazardous, or Ice cream. Only one state at a time is applicable.

Max temp/Min temp

Use the Max temp and Min temp filters to search for orders where the items must be kept within the temperature range(s) you set. Type in a number in each respective text field to set the maximum and/or minimum temperature that items in the shipment should be kept.

  • If you use all both fields, only orders with temperature requirements less than or equal to the Max temp and greater than or equal to the Min temp appear.
  • Use only one of the fields to see all orders with items that can be kept at or below the Max temp or with items that can be kept at or above the Min temp.

Note: Units for this filter are set by your tenant’s default units of measurement.

Other account / Parent account

To filter for orders based on associated Other accounts or Parent accounts, use the Is/Is not toggle and the provided text field to type in an account name and select from matching results shown below. Select all that apply.

Responsible party

Use this filter to view orders with an attached exception where the Responsible party field matches one of the selected items in the drop-down. Select all that apply.

Stops at

Use this filter to view orders with a stop on its route at the selected location, regardless of whether the location is a pickup or delivery location for the order.

Use the text field to search for matching results. Only one location can be selected.

Updated date

The Updated date filter allows you to view orders that were last updated within the selected date range. Use the drop-down on each filter to choose from a preselected time period or use the calendar tools to select a date range.

Filter by Additional attributes 

Are you using Additional attributes in your tenant? Check out our Understanding additional attributes to learn more about adding Additional attributes to your orders. Up to five Additional attributes can be added to the More filters drop-down menu to help you filter orders even further. For example, if your tenant has Additional attributes for Cost center, Delivery type, and Priority, these could become filterable criteria.

Contact your Turvo representative to add Additional attributes to your tenant’s order filters.

Protip: When sharing an order between two tenants that use the same Additional attributes, users on the receiving tenant can filter by the Additional attributes configured for filtering on their tenant, even if the original tenant does not have that attribute configured for filtering. For example, if your tenant has Customer Group enabled as a filterable Additional attribute, and an order with that attribute is shared with you from a tenant that does not have it enabled for filtering, you will still be able to filter by Customer Group and find the order.

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