In Zenoti, you can find an order with one search criterion or multiple search criteria. This allows you to narrow down your search results and find orders easily.
To search for an order
- Navigate to Inventory > Procurement > Orders.
The Manage Purchase Orders & Transfers page appears.
2. Select a report.
Choose how you want the orders to be listed. You can choose one of the following options:
- List of Orders - All orders
- List of Orders by Partials - Orders on which partial deliveries are received.Note: This option is only available for purchase orders and transfer orders.
- List of Orders by Products - Orders by product type (retail or consumable) and product category & subcategory.
Note: This option is very useful if you are a retail-heavy business and you want to view orders based on products.
Based on the type of listing you choose, the number of drop-down lists may vary.
3. Order Type
Select the type of order you are looking for. You can be looking for one of the following:
a. All Orders - Orders of all types: purchase, transfer, and return
b. Purchase Orders - Purchase orders of your center
Note: When you select this option, the vendors drop-down list appears. You can view the list of purchase orders by a specific vendor.
c. Return Purchase Orders - Return orders from your center
d. Transfer to Center - Transfers made to your center
Note: In this case, your center is the receiving center.
e. Transfer from Center - Transfers made from your center
Note: In this case, your center is the transferring center.
Select your order status. If you are not sure of the order status, or you want to view orders of all statuses, select All Statuses.
a. Created - Created and saved as a draft
b. Raised - Raised but not sent to the vendor
c. Updated - Received partial delivery on a purchase order or transfer order, but not marked as partially delivered
d. InTransit - Dispatched a transfer order to the receiving center
e. Partially Delivered - Received a partial delivery on a purchase order or transfer order and marked it as partially delivered
f. Delivered - Received a full delivery on a purchase order or a transfer order.Note: Purchase orders that are partially received and closed, will also have the status as Delivered.
Select the duration in which your order or invoice was created in Zenoti.
For example, select if the order was created in the last 1 month, 2 months, 3 months, or 6 months. You can also select Custom to pick a date range.
6. Click Refresh.
The search results are displayed based on the search criteria.
7. (Optional) Use the Search box to look for a specific order with the Ref# (order number) or any note in it.
8. In the Ref# column, click the desired reference number or order number.
The order is opened.