Order tracking

Order tracking provides you with the ability to track all the orders placed by you and, if you’ve been granted access your branch, whether they are still being processed or have been dispatched to you. You can define your search yourself or use the predefined searches that we have provided.

Tracking an order

To track an order log in as usual and click the Order tracking tab in the Main Menu. The order tracking search page will appear. On this page you can enter the information you have for the order or orders you are looking for.

Setting your search criteria

The search criteria listed below can be used in combination e.g. an order number along with an address, or by singularly e.g. by entering just an order number. An explanation of each search criteria is given below.

•	Order Number: Enter the order number given when you ordered the report you want to track.

•	Project Reference: Enter the project reference that you entered for the order you want to track.

•	Site Address: Enter the address, postcode or even just the town name for site. This enables you to search for two sites in the same town for example.

•	Date Range: Use the calendar links provided or type in the date range you would like searched. Alternatively use the shortcuts provided of ‘today’ etc.

•	Grid Reference: Ideal for using if you want to see if you’ve ordered a report for a site already and want to avoid duplicate orders. Enter the grid reference for the site and a search radius of 100m, 250m, 500m or 1000m.

•	Whose orders: You can define your search to cover just your orders or, if you have been granted access, all the orders placed by your office or search for orders placed by one particular person.

•	Order status: You can search all the orders disregarding their status, search for fulfilled orders that have been finished and posted or unfulfilled orders that are still being processed.

Once you have set your search criteria click the Search button to run the search. The results will appear in a grid below the search criteria.

Using the predefined searches

We have provided the most popular searches in predefined formats to save you time.

These predefined searches are listed for you below:

•	My orders (today)

•	My orders (last 7 days)

•	My orders (last 31 days)

•	All unfulfilled (last 31 days)

If you have been granted access to your branch orders you will also see the options below:

•	Branch orders (today)

•	Branch orders (last 7 days)

•	Branch orders (last 31 days)

To run any of these predefined searches click the relevant button. The results will then appear below the search criteria.

Order tracking results

The search results will list all the orders that fit the specifications set in your search. The following information is given in the results table.

•	Order number: The order number assigned to the order shown.

•	Fulfilment status: Whether the order is still in progress or fulfilled and dispatched.

•	User: The user who ordered the report

•	Site Address: The address of the site covered by the report

•	Town: The town covered by the report

•	Submitted: The date the reported was ordered and submitted to being processed.

•	Project Reference: The project reference entered by the person who ordered the report.

One order number may cover several different reports at different stages of the order process. To make it easier for you to discover the status of each report you can hover over the fulfilment status column and the different status will be shown e.g. Line 1 - despatched, Line 2 - in progress etc.

Clicking the order number provided will take you to the second more detailed results page. This page supplies all the information about the particular order you clicked in full. The following information is provided:

•	Order number and date ordered

•	Who ordered the report, the customer reference and purchase order reference

•	The price excluding VAT, the VAT and the price including VAT

•	The site address, delivery details for the report and who it was ordered on behalf of

•	The reports ordered e.g. Item 1 – Envirocheck, Item 2 – Plansearch Commercial and their status.

To return to the Main Menu page click the menu button provided.

Next: Envirocheck Analysis