Overview:
This article will explain step by step how to filter the documents that are listed on the Bulk Order Upload page in Xvantage for Associates (X4A).
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select Bulk order upload from the sub-menu.
In the top-left corner click the drop-down menu. Select one of the listed criteria (File name, Status, Uploaded by, IM SO#).
In the search bar enter the value of the selected criteria based on which you would like to filter the files listed on the page (e.g. if the selected criteria is Order status and in the search bar, enter Order placed to review all Bulk order files with that status).
Note: The Uploaded by Column will tell you all the specific orders the representative uploaded into the Bulk Upload tool, and is the search method that yields the best results.