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Searching in 365 Booking & Dispatch

Connor
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The Search feature allows you to search for specific bookings, customer dockets, and zone statistics. 

search_popup.png

To access this feature:

  1. Press the S key or click on the shortcut button from the Dispatch screen.

    search_shortcut_button.png

Global

The Global Search option allows you to search for bookings based on specific criteria.

For example, you may search for a certain Pickup, Destination, Customer Name or Telephone Number.

global_search_screen.png

To use the Global Search option:

  1. Enter any search criteria into the optional fields. 

    global_search_criteria_added.png
  2. Then click Search to display the results.

    global_search_results.png

Bookings

The ‘…Bookings’ search options allow you to search for different types of bookings such as; Completed, Cancelled, No Fare, Recovered, Skipped/ Suspended, Exchanged and Dispatched.

completed_bookings_search_screen.png

Note: All of the '...Bookings' search options work in the same way.Dismiss alert

To use the ‘…Bookings’ search options:

  1. Click on the Date field.

    advanced-bookings-date-field.png
  2. Set the date using by pressing Delete then using the Arrow keys, or using the Calendar icon.

    advanced-bookings-date-calendar.png
  3. Then click Search.

Dockets and Zone Stats

The last of the search options allow you to search for Customer Dockets and Booking Zone Stats.

bookings_zone_stats_search_screen.png

To use the Customer Dockets or Bookings Zone Stats search options:

  1. Click on the From and To fields.

    customer_dockets_search_date_fields.png
  2. Set the date using by pressing Delete then using the Arrow keys, or using the Calendar icon.

    customer_dockets_search_date_calendar.png
  3. Then click Search.

Note: You can use the additional filters to narrow down the search results even more.

customer_dockets_search_filters.png

Shortcuts

The bottom section of each search screen also contains shortcuts that are useful for quickly executing certain functions.

global_search_shortcuts.png

Global Search

  • End (Search): Use the search function.
  • Esc (Close): Close the active page or popup.
  • Insert (Telephone Number): Add a telephone number.
  • C (Cancel): Cancel a booking.
  • S (Booking Suspensions): Open options to Skip Repeat Booking, and Add or Change a booking Suspension.
  • V (View): View a booking.

Bookings Search

  • Enter/ End (Search): Use the search function.
  • Esc (Change Date/Close): Change the date or close the active page or popup.
  • F (Filters): Used to apply different booking filters.
  • Insert (Docket): Insert a new docket to the booking.
  • V (View): View a booking.

Customer Dockets

  • E (Edit): Edit a docket.
  • End (Search): Use the search function.
  • Esc (Close): Close the active page or popup.
  • Insert (Edit Price): Edit the docket price.
  • V (View): View a docket.

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