Finding an Order

1. Navigate to the left-hand toolbar and click Orders under the Ordering section.

2. To begin your search, you must either:

   1. Select at least two filters from the filter menu, OR

   2. Use the top search bar to display results.

3. Click View Latest Results to display all orders from the last 90 days.

Top Search Bar

• Using the top search bar, you can search for an order using the following data fields:

  • Number – Motili order number

  • Fulfillment Type – method in which the order will be received: Pick Up or Delivery

  • Vendor Branch Name – Name of the branch associated with the order

  • Vendor Branch Number – Number of the branch associated with the order

  • Vendor Order Number – Vendor-provided unique order identification number

  • Ordered By – The user who placed the order

  • Created By – The user who created the order

  • PO Number – Purchase order number provided by the client

  • Reference One – Primary order reference, unique by customer

  • Reference Two – Secondary order reference, unique by customer

  • Reference Three – Client-specific integration information

  • Reference Four – Client-specific integration information

  • Reference Five – Client-specific integration information

  • Trade Type – HVAC, Electrical, or Plumbing

  • Priority – Routine, Urgent, or Emergency (SLA is specific to the client segment)

  • Picking Up At – Vendor address where the order is picked up

  • Shipping To – Delivery address for the order

  • Shipping Via – Vendor address from which the order is shipped

  • Shipment Tracking Number – Tracking number used to monitor shipping status

  • Property – Property associated with the order

Filter Menu

• Use the additional filters in the left-side panel to further refine your search results.

Status

• Filters orders by their current status:

  • Cancel Requested – A cancellation has been initiated

  • Cancelled – The order has been cancelled

  • Cancelling – Cancellation is in progress but not yet complete

  • Closed – The order has been invoiced

  • Completed – The order has been supplied but not yet invoiced

  • Created – The order has been created and saved

  • On Hold – The order has been placed on hold and is not actively being processed

  • Order Requested – Order request has been submitted for processing

  • Ordered – The order has been processed to the vendor branch

  • Order Confirm – Motili has received the vendor invoice and discrepancies are under finance review

  • Processing – The order is actively being processed in the vendor's system

  • Reconciling – The order is in reconciliation within the vendor's system

  • Submitted – The order has been received by Motili and is under review for processing issues

Exception Flag

• Exception flags are used on an order to identify when an order has an issue that needs a resolution before progressing.

• There are types:

  • Client

  • Contractor

  • Distributor

• And reasons:

  • Approval of Substitution – Original item is out of stock and substitution approval is required

  • Approval to Split – Order must be sourced from multiple vendor branches due to stock limitations

  • Approve – Client approval is required

  • Change Order – Item change approval is required due to stock unavailability

  • Equipment Match Discrepancy – AHRI match discrepancy exists

  • Missing Information – Required order information is incomplete

  • Reject – Order has been rejected

  • Waiting on Stock Check Approval – Stock verification needed for vendors without API integration

  • Wrong Address – Incorrect address was provided on the order

  • Other – Exception reason not captured in the list above

Return Status

• Filters based on the status of a return request:

  • Active – Return has been reviewed and created

  • Approved – Return approved by the vendor branch

  • Closed – Return closed and credit has been issued

  • Cancelled – Return request cancelled by the requester

  • Completed – Return processed but credit not yet issued

  • Denied – Return denied by the vendor branch

  • Partial Approved – Partial credit approved by the vendor branch

  • Requested – Return has been submitted through the platform

Logistics

• Displays fulfillment status with the vendor:

  • Available – All items are available at the selected vendor branch

  • Back Order – One or more items are not currently in stock

  • Factory Order – Items are being sourced directly from the factory

  • Shipping – Order has been picked up by the shipping carrier

  • Transfer – Order is being transferred to the selected vendor branch

View Options

• Controls for customizing how your results are displayed:

  • Expand – Expands search results to full screen

  • Save Grid View – Save and manage custom grid layouts

  • Download – Export up to 100 results in CSV or Excel format

  • Columns – Select which columns are displayed

  • Adjust Column Widths – Click and drag columns to resize as needed