Find Bookings

Tradeflow's search feature enables you to search for any data in the database. You can narrow your search by entering/selecting values from the set parameters. Tradeflow performs the search and displays the list of results in the List-view of the search page. Click a record to view/modify further details. See List-view and Detail-view for more information. This topic covers the following functions of Tradeflow's Search:

Basic Search

The Basic Search page provides basic search parameters. Enter the search criteria and click Search to perform the search. See Configure Search to customize the search parameters.

To open up the Basic Search section, click on the Search Fields arrow. The Search Fields screen expands as shown below.

Figure 1: Basic Search Section

Features of Basic Search:

• Allows you to save a search and re-run the saved search. See Saving a search for more information.

• Allows you to enter or select values to form the search criteria, use the Location drop-down list to select conditions for the search criteria. For example, the Created Date field has Location values of year to date, last X days, missing, and several others.

• Allows you to sort records in ascending or descending order. See Sort Records for more information.

• Provides buttons that perform actions on search results such as Track, View, Edit, Delete, Upload, Extract, etc. See Common Buttons for more information.

• The List-view at the bottom of the search page displays the search results as a list of records. Click a record to view or modify a booking. See List-view and Detail-view for more information.

• Search is not case-sensitive. For example, if data in the record is entered as 'Disk,' you can search for it by entering 'disk' or 'DISK' or 'diSK' or any combination of upper and lower case characters.

• If you deselect the Display check boxes, you can filter by the search criteria and not have the criteria show up as a column in your search results.

• The plus/minus icon allows you to switch between using commas to separate search criteria to pressing Enter on your keyboard. This allows you to copy and paste data directly from Excel and also search embedded commas ("345,3221"). This is only available for text fields.

Figure 2: Plus Icon - Separate Search Criteria by Commas

Figure 3: Minus Icon - Separate Search Criteria by Returns

Configure Search

The Configure Search section allows you to choose which fields are available when you search. This option allows you to search for fields that may not be included in the Basic Search. By default the Display check box is selected. You can deselect the Display check box for fields that you do not want to include in the List-view.

The list box on the left shows all possible search fields in the Shipment Management Centre. The fields added to the search appear in the list box on the right side. The order of the fields in the Search screen will be the same as the field order of the list box on the right side.

To open up the Configure Search section, click on the Configure Search Fields arrow. The Configure Search Fields screen expands as shown below.

Figure 4: Configure Search Fields Section

To configure search:

1    Select the fields you want to add to the search screen. Click Add.  The fields are added to the list box on the right side.

2    If you want to remove fields from the right side, select the fields you want to remove and click Remove.

3    To order the fields of the list box, click Move Up or Move Down. This changes the position of the field in the search screen. The fields will display in the order you select.

4    Click Apply to save the configuration.

5    If you add the Destination Port Code or Origin Port Code, click the lookup icon to filter port codes by country.

Figure 5: Lookup for Port Codes

Saving a Search

You can save a search using the Save Search option. The advantage of saving a search is that you can re-run the search if you want to retrieve the same set of records. This saves you the time and effort of entering the search criteria every time you want to retrieve the same records.

To save a search:

1    Enter the desired search criteria in the search section. Click Search.

2    If the results returned are what you wanted, you can:

1. • Click Save to save the search.

   • Click Save Fields Only to save the fields only. Selecting this saved search does not display the records, it fills in the fields with the criteria entered. To view the records, click Search.

   • Select the Shared Search radio button if you want to make the saved search available to other users in your organization. This option is only available to an organization's designated Organization Administrator(s).

3    Click Edit List to edit your saved searches.  This will take you to the Configure Searches page. See Configure Searches for more information.

Run a Saved Search

Once you have saved a search, you can run a saved search from two different locations:

1. • Click Find Bookings from the left navigation panel. The first drop-down list is Saved Search, click the drop-down list and choose the saved search you want to run.  The search fields will fill out appropriately.  Click Search to run the saved search.

   • At the bottom of the SMC Home Page, there are three columns: Global Searches, My Searches, and Shared Searches.  Under each column is a list of saved searches.  To run the search, click the name of the search.  To view the search field criteria, click Edit.  This will take you to Find Bookings; the search fields will be filled in, and you can click Search to run the saved search.

Edit a Saved Search

To edit a saved search, click Edit List from the search page. This option allows you to edit the search criteria, configure more fields and change the saved search name.  See Configure Searches for more information.