Search orders on Yoplanning.pro
Introduction
Searching for orders on Yoplanning.pro is a simple but essential process for managing your sales and reservations. This article guides you through the different steps to effectively search your orders.
How to search orders?
Follow the steps below to search your orders on Yoplanning.pro:
Choose the reference date: Before you begin your search, decide whether you want to search by order date or by date of services in the order. This decision will influence your search results.
Select the appropriate tab: At the top of the order list, you will 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 for those who have the invoicing module. Depending on the purpose of your search, focus on one or other of these tabs.
Use a date filter: To refine your search, it is always best to use a date filter. This will allow you to limit your search results to a specific time period.
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.
Export your search data: Once you have obtained your search results, you can choose to export this data for later use. To do this, use the menu symbolized by three small dots at the top right and select the export option.
Conclusion
Order search on Yoplanning.pro is a powerful tool for managing your sales and reservations. By following these steps, you will be able to find the information you need quickly and efficiently. Don't forget to use filters and export options to optimize your search process.
Last updated