Frakt24 - FleetX Academy
Dispatcher · Level 2 · Everyday efficiency

Find your orders: tab search, views and quick search

Learn to build fixed order lists with the tab search, and to find one specific order with the quick search.

New 10 min
1

Goals and why

What you will learn

  • create a tab of your own that only shows the orders you are responsible for
  • save the search in the tab and share the tab with your colleagues
  • why an order can be missing from your list
  • find one specific order with the quick search, whichever page you are on

When there are many orders, it takes time to look through All unassigned orders, the tab with all orders waiting for a driver. With a tab of your own per area, vehicle type or customer, you only see the orders that concern you. The counter on the tab shows how many are waiting.

The tab search decides what the tab shows. If you forget to save, the search is gone the next time the tab loads. If a filter is wrong, orders drop out of the list without you noticing. Finished and invoiced orders, for example, are hidden by default.

2

Key terms

Tab (view)A saved order list with its own search. The counter on the tab shows how many orders the search returns.
All unassigned ordersThe fixed tab with all unassigned orders. It can't be changed or deleted, and is the overview next to your own tabs.
Tab searchThe search panel behind the pencil on the tab. The filters here decide which orders the tab shows.
Shared viewA tab a colleague has shared with you. It is marked with a two-person icon, and only the owner can change the search.
Quick searchThe magnifier in the top menu. It finds one order by order number, customer, tracking number or another field you choose.
3

Show me

The images show the tab search on a custom tab and the quick search in the top menu. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

You are responsible for the crane trucks and want to stop hunting for crane jobs in «All unassigned orders» every morning. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 2 badge in Dispatcher: 0 of 8 complete.
1. A customer calls with their order number while you are in the invoice list. What is the fastest way to find the order?

2. You adjusted the filters on your tab and clicked Search. The next morning the tab shows the old selection again. What happened?

3. A customer asks about an order that was delivered yesterday. It isn't on your tab. What is the most likely reason?

4. A colleague has shared a tab with you. You change a filter and click save, but nothing changes. Why?

5. You type a customer name in the customer field of the tab search and click Search. The tab still shows orders for all customers. What went wrong?

6. You want your tab to also show orders that already have a driver. But they never show up. What do you change?

7. A customer calls, but only has the tracking number, not the order number. What do you do in the quick search?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • The quick search uses the browser access key «s»: Alt+S in Chrome and Edge on Windows, Alt+Shift+S in Firefox and Ctrl+Option+S on Mac.
  • Common support case: "the order has disappeared from the list". Check the tab's filters: finished and invoiced orders are hidden by default, reference and order number must match exactly, and the customer must be picked from the suggestions.
  • Tabs can only be shared within the same department, and each user can have up to 15 tabs of their own.