Using Filters for Distribution Centres and Booking Statuses in LoadIQ

Key Steps

Step 1: Access the Distribution Centre Filter 

• Locate the filter on the upper left part of the screen.

Step 2: Select Relevant Distribution Centres

 

• Click on the down arrow.

• Choose either “All” or select one or multiple locations.

• Ensure the filter is set correctly to reflect your selection.

Step 3: Accessing the Booking Status Filter

• Locate the second filter for booking statuses.

Step 4: Select Booking Statuses 

 

• Click on the down arrow next to the booking statuses filter.

• Review the available statuses:

  • Completed

  • Completed Needs Follow-Up

  • Completed Partial

  • In Progress

  • No Show

  • Scheduled

• Select multiple statuses as needed to refine your view.

Cautionary Notes

• Always double-check your filter selections to avoid missing important data.

Tips for Efficiency

• Familiarise yourself with the available statuses to quickly select the relevant ones.

• Regularly update your filter settings based on your ongoing needs to streamline your workflow.