Order Search Overview

TransMaS provides two powerful ways to find and manage orders: the dedicated Order Search screen for detailed filtering and bulk actions, and the global Order Quick Search for rapid lookups from anywhere in the system.

Order Quick Search

For fast lookups that bypass the main search screen, use the Order Quick Search. It’s accessible via the search button (top menu bar) or the keyboard shortcut Ctrl + K (Windows) / Cmd + K (Mac) from anywhere.

Quick Search works by either entering a standard reference or by using specific prefixes:

Accessing Order Search

To navigate to the Order Search screen:

1. From the sidebar menu, click Orders.
2. Select Order Search.

The Search Screen

The dedicated Order Search Screen is intuitive, offering fields for nearly all order details (e.g., Order ID, Customer Name, Date Range). Use these options to narrow your results, then click Search to populate the results table.

• Customer and Location Search (F2): Inside a Customer or Location search box, press F2 to open a full search dialog with more information.

Located on the top right of the Order Search screen are buttons for creating or importing new orders:

• Create Order: Begins manually creating a new order. For a complete guide, see Creating an order.
• Import: Click this button to import orders from a file. You can also download a blank Standard Import sheet in .xlxs (Microsoft Excel) format. File formats for imports must be in the same format (.xlxs). Custom imports can also be created on request.
  • The Import function is also available on the Pending Orders screen.

Results and Exporting

The Order Search screen offers multiple ways to export data, depending on whether you want a full data set or just the visible table information.

Global Export Options

The Extract CSV and Extract PODs buttons are located next to the Search button. They export data based on your current filters, and you don't need to click Search to use them.

Results Table Exports

After you click Search, the results table appears. The header offers tools to manage the displayed data:

• Use the Columns button to customize which columns are displayed.
• Use the filter box (next to Columns) to quickly refine the visible results.

New Feature: Multi-Select Mode

The Order Search now includes a Multi-Select Mode, allowing you to efficiently perform bulk actions across multiple jobs at once.

Enabling Multi-Select

1. Press 'M ' to toggle Multi-Select Mode on (similar to the Scheduler).
2. Alternatively, press Shift + M to enable Multi-Select Mode and automatically select all orders in your current results table.
3. Click on any order row to manually add or remove it from your selection. Selected orders will be highlighted in light blue.

Multi-Select Actions and Requirements

Once orders are selected, the following bulk actions are available, provided the necessary requirements for each action are met:

• Multi-Complete: Mark selected orders as complete.
  • To complete an order, it must be in a new or allocated status. For more information on manual order completion, see Order Confirmation.
• Multi-Edit: Apply changes to common fields across all selected jobs.
  • Invoiced orders cannot be edited.
  • The Customer field has been added to the Multi-Edit screen for simultaneous updating.
• Multi-Cancel: Cancel selected jobs.
  • For details on cancelling an order, please see How to cancel an order.