How to Filter Orders in Xvantage for Associates

Overview:

This article provides the steps on how you can utilize the filter function in the Order Management page of Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select Order Management under the Orders section.

5. There are different tabs within the Order Management page which include All Open orders, Sales exceptions, Credit exceptions, etc.

6. The placing and cosmetics of the filter function in these tabs may differ from one another. Usually, the filter button is located on the upper right corner of the screen. Once clicked, a side expansion menu will appear on the right where you can set the parameters accordingly.

   • Example 1: EA hold orders tab - Click the Filter button from the upper right corner. Set the parameters then hit Apply.

   • Example 2: Direct ship POs tab - A series of filter buttons are displayed under the search box. Click each tile and type in the relevant information then hit Apply.