From the place order screen, the user can see a list of recent orders and quickly view the tracking information, create an order from recent orders, or create an order template. 

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Basic Ordering

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The user can create a new order with information from recent orders in the "Detailed Ordering" view. This is not available in the "Basic Ordering" view.

1. Click the Create from Recent Orders button. 
2. Click the menu icon  in the "Actions" column of the recent order to create an order from.

3. Select an action

   • Create a Duplicate Order: Use the same origin and destination addresses in the new order, with the options to use the same order type, references, and billing groups.
   • Create a Round Trip: Reverse origin and destination addresses in the new order.
   • Create a Continuation: Use the destination address as the origin address for the new order.
   • Create Using Same Origin: Start a new order with the same origin address.

   • Create Using Same Destination: Start a new order with the same destination address. 

   • Add to Cart: Add a duplicate order to the user's cart. If the order requirements are not met, or the order types are missing, a caution symbol will be displayed next to the order in the cart. 

     Info
     Add to Cart requires version 19.2 or newer and the "Allow Cart Checkout" option enabled on the user's internet user record.

     
     

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How to Place From Recent Templates

The user can create a new order from a template in the "Detailed Ordering" view. This is not available in the "Basic Ordering" view.

1. Click the Place from Recent Template button. 

2. Click the menu icon  in the "Actions" column of the template to use.

   Tip
   title Quick Tip
   Use the Search field to search for a template for templates not recently used.

   
   

3. Select an action

   • Create Order: Create order from the template.

   • Add to Cart: Add an order created from the template to the cart. If the order requirements are not met, or the order types are missing, a caution symbol will be displayed next to the order in the cart. 

     Info
     Add to Cart requires version 19.2 or newer and the "Allow Cart Checkout" option enabled on the user's internet user record.

     
     

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The Lookup Barcode can be found in the Details tab of the address record. 

In the Desktop Operations App

You can get to the address record by clicking Address Book in the user’s record. See Internet User Address Book.

1. Select the address you would like to view.
2. Go to the Details tab.

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In the Operations App

You can get to the address record by clicking Address Book in the Address Book tab of the internet user’s record.Image Removed See Internet Users.

1. Select the address you would like to view.
2. Go to the Details tab.

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Where to Find the Location Barcode

The LocationBarcode is in the Location Barcode tab of the viewed through the action menu of the address record.

In the Operations App

You can get to the address record by going to the clicking Address Book in the Address Book tab of the internet user’s record.Image Removed. See Internet Users.

1. Select the address you would like to view.
2. Go to the action menu and select Location Barcode.

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 Enter Manually

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Using Parcel Specific Information

Using Parcel Specific Information allows the creation of generic parcels or the ability to enter barcodes. The Total Parcel Count and Total Parcel Weight will be deactivated when using this option. To use parcel specific information click the + Add Parcel button in the Order Information section. 

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