Talk to us

How to Use Inquiry – Reservation

 

The Inquiry section is used to search for different information related to product in SnapTracker. Reservation Inquiry is specifically designed to enable you to search for and view all information related to reservations for Customers, one Customer at a time.

Reservations are documents outlining a list of product that needs to be temporarily withheld from the common pool of assets for a proposed project.

You can search for reservations filtering the results by reservation number, by Standard and other pertinent information.  You are also able to filter the reservation results by status.

You can print a summary report or a detailed report of the reservations. If you have access to creating or editing reservations, you can access them from the screen.

The Inquiry screen is intended to help you quickly find all reservations available for a Customer.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have at minimum one reserved cart or reservation created.
  • The correct Customer is selected from the Customer selection list.
  • You have access to Reservation Inquiry.

This post outlines the process of inquiring for orders using the Inquiry – Reservation screen.

 

1. In the header section, click Inquiry.

 

2. Click Reservation.

 

Another way to access the Inquiry Reservation screen is to navigate to the Inquiry main screen.

From here, select Reservation.

 

The Reservation Inquiry screen displays.

 

The default search settings in the screen is for reservations that have a Created Date in the last 90 days, and status of Open, Reserved Cart, In Approval, In Procurement, and On Hold.

Reservations created in the last 90 days with a status of Open, Reserved Cart, In Approval, In Procurement, and On Hold display.

 

There are fields and filters available to refine the results.

Observe the following options in the Search By field:

  • Cart Name – The cart name associated with the reservation. (When the reservation was created by a cart).
  • Contact – The contact listed on the Ship To, Sold To or Bill To of the reservation.
  • Created By – The username of the user who created the reservation.
  • Order No. – The SnapTracker reservation number.
  • Standard – The unique Standard of a product in the reservation.
  • User Email – The email of the user who created the reservation.

 

3. To use the Search By field to look for specific information, select an option in the Search By field and enter the desired search input.

Click Search.

 

The matching results display.

 

4. To apply custom filters to your search, click Filters.

 

The Filter side panel displays.

 

Observe the filter options:

  • Search – Select one field to search by and enter the desired search input(s).

Note: This field reflects the Search By and search input on the main search page, except that additional search input can be added. To search by another field, all current inputs must be cleared first.

  • Status – Select reservation status(es) to filter for.
  • Date Range – Select a Start and/or End Date to filter for.

 

5. Populate the desired filters and click Search.

 

The matching results display, with Filters button indicating it is active.

To clear the filters, click the X above the Filters button.

 

Observe the columns for the reservation results:

  • All (and individual checkboxes) – Select one or multiple reservations to print the reservation reports or print the reservation summaries.
  • Order No. – The unique reservation number. By default the results display by order number in ascending order.
  • Created By – The user who created the reservation.
  • Status – The current status of the reservation.
  • Created Date – The created date of the reservation. If the reservation was created using a cart, the created date is the date the cart was created.
  • Actions – The current available actions of a reservation, based on the status. Note: Actions are only available if you have access to edit reservations.

 

6. You can sort by any column that is underlined. To sort by a column, click a hyperlinked column name. You can sort in ascending or descending order by clicking the same column name again.

 

7. If you have access to the Work Order – Reservation screen, the Edit Reservation icon displays for reservations in an Open or Canceled status. You can access the screen by clicking the Edit Reservation icon.

To view the action, hover over the desired action icon for a tooltip description.

 

8. To print the reservation reports or reservation summaries, select the checkbox(es) beside the desired reservations and click the desired Print button.

 

The selected report displays and can be printed.

 

Note: If only one matching result is found, the individual reservation screen immediately displays.

 

9. To view details for an individual reservation, click the hyperlinked order number.

 

The individual reservation screen displays.

See “How to Inquire on Individual Reservation” for more information.