The following documentation will walk you through how to search for orders in VIA® and how to view the statuses and updates on your orders if you are using a partner network setup. This documentation assumes that you have already completed the registration for the partner network.
Notes
You may not be able to see everything included in the following documentation. Fields can be hidden or locked based on role configuration. If you cannot see a specific field contract your partner network.
Searching for Orders Using The Search Bar
There are two ways to search in VIA®; either with a board filter or by searching using the search section at the top of the screen. Let's take a look at searching using the search bar at the top of the screen.
At the very top of the VIA® screen you will find the quick search section. You can use this section to search all the cards in your system (as opposed to the board limitation you have when using filters). There are three sections to the quick search section: the search field, the board type and the field name.
By default, the search section is setup to search the title field of all cards. The search is not case sensitive and will search any part of the fields for what you enter; which means that if you were searching for a driver card called John Smith you should see the card be search for JOHN or smith or john Smith etc.
Using the quick search will limit the amount of records that are returned; so if you want to narrow your scope of cards searched you can do that in the card type section. For example, if you wanted to look for quotes that were going to Atlanta you could limit the search by choosing quotes in the card type field. Finally, you can choose the field you want to search by in the field type section. You can use this for example to search by cities or reference numbers.