Research Orders

Use the Orders page criteria to locate orders of interest for the Selected Account.

1. Choose one or more order Status to limit the orders returned:
   • Quotes — Applies to unofficial orders, which can become full-fledged fuel orders. Quote is the lowest available status.
   • Ordered — Applies to newly-placed orders for this account, which will be released for dispatch.
   • Dispatched — Applies to orders with complete order/load details, which will be released for billing.
   • Delivered — Applies to orders that have been delivered and released for billing.
   • Billed — Applies to orders that have completed the billing process. You receive invoices for orders with this status.
2. Determine the type of orders to include:
   • Fuel — Represents orders comprized of fuel products, such as gasoline or diesel.
   • Warehouse — Represents orders comprized of oil and lube warehouse products.
3. Choose the Transaction Activity to see from the drop-down list:
   • in date range — Returns orders from within a specific time frame. If selected, use the calendar or enter the Beg Order Date and End Order Date.
   • in last statement — Returns orders appearing in your most-recently issued statement.
   • last month — Returns orders occurring in the previous month.
   • last week — Returns orders occurring last week.
   • since last statement — Returns orders occurring since your most-recent statement.
   • with balances — Returns orders that have not been paid completely.
4. In the Select Location field, choose (All) or a specific location from the drop-down list that served as the order destination.
5. Limit the orders returned further by Searching for Product or Package (Field) description/entry included in the data.
6. Choose the Refresh button to apply the selected criteria.

After reviewing the returned report, modify the criteria or select another account and choose Refresh to display a new report.