Search for Shipments

Overview

Users can find shipments based on a variety of criteria. Once returned, search results can be sorted and the data grid rearranged, as needed.

For performance reasons, Optimiz returns only the number of results selected in the Results Count dropdown below the Search button. If more than this number of results is needed, a Business Intelligence Report from bi-team@protrans.com should be ordered instead.

Areas of the Search Bar

 

Search By

These criteria are available when searching for shipments

If You Search For Optimiz Returns
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.
Origin The origin associated with the shipment.
Pickup Date The date that the shipment was picked up from the supplier.
Shipment ID The shipment matching the unique, system-generated ID.

OSD Search By

Users can search for shipments with overage, shortage, or damage exceptions.

If You Search For Optimiz Returns
Damage Level All shipments with exceptions matching the specific damage level selected.
Damage Type All shipments with exceptions that have been assigned the damage type selected.
Overages All shipments with exceptions matching the overage number that has been entered.
Shortages All shipments with exceptions matching the shortage number that has been entered.

Reference

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

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

Modes

Users can search by mode in . A mode is associated with a shipment during its creation. Available modes are configured in Transportation Mode settings (See Add a Transportation Mode for more information on adding transportation modes).

Status

Users can search by status in .

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

Exceptions

exceptions indicate the has a property out of the ordinary.

Barcode Status

Barcode Status Description
None There are no barcodes assigned to the handling unit.
Barcodes There are barcodes assigned to the handling unit.

Services

Services are accessorial charges that have been attached to a shipment. These are frequently added after the shipment has been created to correctly bill all the extra services that the shipment required during transit.

SAF Status

SAF Status Description
Pending The SAF is not attached to a shipment.
Sent to Customer The SAF has been sent to the customer for approval.
Approved The customer approved the SAF.
Declined The customer declined the SAF.
Quoted The customer's quoted price.

Shipment Type Status

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 shipments, 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 Criterion:

  1. Click the Reference 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 Mode Filter:

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

To Add a Status Filter:

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

To Add an Exception Filter:

  1. Click the Exceptions dropdown list.
  2. Select one or more exception types to use as a filter.

 

Select Number of Search Results

To improve speed, Optimiz returns only a limited number of search results. The number of results returned by a search can be selected from Results Count. Be aware that selecting a larger number of results can slow the speed of Optimiz for all users.

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.