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Info

For version 19.0 or newer. See here for older versions. 

For user documentation see Place Order.


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hiddentrue

On the place order screen, the user can see a list of recent orders and quickly view the tracking information.

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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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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basic
basic
Basic Ordering

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Info

The user must have the "Place from Recent Orders" option enabled on their internet user record.

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. Requires version 19.2 or newer and the "Allow Cart Checkout" option enabled on the user's internet user record.

 

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placeFromTemplate
placeFromTemplate
How to Place From Recent Templates

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The user must have the "Place from Recent Templates" option enabled on their internet user record.

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. You can 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. Requires version 19.2 or newer and the "Allow Cart Checkout" option enabled on the user's internet user record.

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titleClick for versions 19.1 or older...
  1. Click the Place from Recent Template button. 
  2. Click the template to use. You can use the Search field to search for a template for templates not recently used.

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parcelSpecific
parcelSpecific
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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