Search for Shipments

Overview

Users can find shipments based on a variety of criteria.

Areas of the Search Bar

 

Search By

These Several criteria are available when searching for shipments. For more information about the available criteria,

If You Search For Optimiz Returns
Account Logistics Manager All loads associated with the specific Account Logistics Manager.
Account Relationship Manager All loads associated with the specific Account Relationship Manager.
Account Rep All shipments associated with the specified Freight Management Account Representative.
Bill To Shipments associated with the specified Bill To entity.
Consolidation Hub Shipments using the selected consolidation hub.
Customer Shipments belonging to the specified customer.
Delivery Date The date that the shipment will be delivered to the consignee.
Destination The destination associated with the shipment.
In Bond Number Returns shipments associated with the specific In Bond Number.
Load ID The load matching the unique, system-generated ID.
Origin The origin associated with the shipment.
Pickup Date The date that the shipment was picked up from the supplier.
Planning Type All that have been assigned the specified Planning Type.
Primary Carrier The primary carrier assigned to the logistics plan.
Processing Hub Shipments using the selected processing hub.
SAF Number The shipment associated with the specified SAF number.
Shipment ID The shipment matching the unique, system-generated ID.

Reference

Users can search by Reference Types in Shipment Tracking. The Any Reference option can be selected to search all reference fields associated with the shipment.

A reference value is associated with a shipment during its creation. Available references are configured in Reference Type Management. (See Add a Reference Type for more information on adding reference types.)

Status

Users can search by status in Shipment Tracking.

Status Description
Assigned The shipment is assigned to a load, but has not yet been picked up.
In Transit The has had its first Stop Departure check call entered, but there are still more check calls expected.

When Should I Search?

Many activities in Optimiz require the user to search before taking action on an item. Build and run a search to find matching a given set of criteria.

Prerequisites

Before you can search for , you must:

  • Log in to Optimiz.

Process

At least one search criterion or filter must be added. To return the most specific results, complete the steps to add all filters.

To Add a Search By Criterion:

  1. Click the Search By dropdown list.
  2. Click the dropdown list to expand the available search criteria and select a search criterion from the list.
  3. Enter or select the value to search by. Select the matching option from the list, if available.
  4. Click Add if necessary. Some search criteria are automatically added as soon as a valid item is selected from the list.
  5. Repeat steps 2-4 to add any other required criteria to the search.

To Add a Reference Type Criterion:

  1. Click the Reference Type dropdown list.
  2. Select a reference type from the dropdown list.
  3. Enter the value to search by.
  4. Select Contains to return results that match the provided value exactly or select Any to return all results that contain the provided value.
  5. Click Add.
  6. Repeat steps 2-5 to add any other reference criteria to the search.

To Add a Status Filter:

  1. Click the Status dropdown list.
  2. Select one or more statuses to use as a filter.

 

Run the Search

Run the search after the criteria and filters have been added.

To Run the Search:

  1. Click Search.

 





Result

Optimiz finds all matching results and displays them in the data grid.