Search orders on Yoplanning.pro

Introduction

Searching for orders on Yoplanning.pro is a simple yet essential process for managing your sales and reservations. This article guides you through the steps to effectively search your orders.

Steps to search your orders on Yoplanning.pro

1. Choose a reference date: Before you begin your search, decide whether you want to search by order date or by the date of services in the order. This decision will influence your search results.

2. Select the appropriate tab: At the top of the order list, you'll see three tabs: "Order," "Item," and "Invoice." By default, the "Order" tab is selected. The "Item" tab represents order lines, and the "Invoice" tab is available to those with the invoicing module. Depending on your search purpose, focus on one or the other of these tabs.

3. Use a date filter: To refine your search, it's always best to use a date filter. This will allow you to limit your search results to a specific date range.

4. Use the "More Filters" button: If you need more specific search criteria, use the "More Filters" button. This will display all the filters available in Yoplanning, allowing you to further customize your search.

5. Export your search data: Once you have obtained your search results, you can choose to export this data for future use. To do this, use the menu symbolized by three small dots in the top right corner and select the export option.

Conclusion

Searching orders on Yoplanning.pro is a powerful tool for managing your sales and bookings. By following these steps, you'll be able to quickly and efficiently find the information you need. Don't forget to use the filters and export options to optimize your search process. To manage your orders, please see this article.