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Field Name

Description

Charge Item Name

Item being charged on the order. 

Note

Every order must have a "Base Rate", even with a Price of $0.00. Without a "Base Rate" the order will not be invoiced. A "Base Rate" item will not be created if a base rate cannot be found or calculated by the Operations App.

Quantity

The quantity for the Item listed.

Note

Distance quantity must be updated in the "Override Calculated Distance".

Price

The price of the item. It is automatically be calculated and entered, but can be edited with proper Order permissions.

Driver

A specific driver to be paid on the item for multiple driver orders. All the commission on the item will be given to the selected driver, overriding any percentage split that may be applied under the Driver tab.

Rate Explanation

Shows how the item price was calculated.

Tip

Quick Tip: Users with the "Edit Rates" permission can make edits in the Item Rate Details. See Users.

Comments

Comments or notes for the item. 

Driver Override

This feature allows users to override the specified driver split on the Drivers tab, giving 100% of the driver pay for a particular item to the driver selected in the Driver Override pop-up.

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DriversScreenshot 2024-08-21 113752.png

The drivers tab shows all the drivers assigned to an order and any required inputs.

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To edit or delete a prompt, click on the individual line of the prompt you want to edit/delete. Once the prompt pops up, you can revise the details or delete the prompt. You can also delete if the prompt is being edited.

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ParcelsScreenshot 2024-08-21 113833.png

The parcels tab is used for listing and tracking individual parcels on the order.

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To activate parcel items, click the Screenshot 2024-08-21 105551.png on the individual parcel line. The box below will pop up displaying parcel items and details associated with this parcel type for each parcel assignment. Click on the "Assignment Display" drop-down menu to switch between Pickup, Delivery, and Receive Assignments.

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Status CodesScreenshot 2024-08-21 113858.png

The status codes tab allows you to enter or view status information regarding an order.

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To delete a status code, click Screenshot 2024-08-21 110727.png on any code line, then click the green delete button shown below.

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AttachmentsScreenshot 2024-08-21 113921.png

The attachments tab displays all files attached to the order.

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To delete, edit, or save as a new file, find the individual attachment and click Screenshot 2024-08-21 105551.png .

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FlightsScreenshot 2024-08-21 114000.png

The flights tab allows you to enter flight information associated with the order. 

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Field Name

Description

Airbill Number

The Airbill Number for the charges of the flight.

Carrier Charges

The total charges for the flight.

Comments

Comments related to flight information.

Departure Airport

The airport code of the airport the flight is departing from.

Departure Carrier

The name of the airline of the departure flight.

Departure Flight

The flight number of the departing flight.

Departure Time

The time of the departing flight.

Departure Type

The type/model of the departing flight airplane.

Departure Distance from Origin

The distance from the "Origin Address" of the order to the airport.

Arrival Airport

The airport code of the airport the flight is arriving at.

Arrival Carrier

The name of the airline of the arrival flight.

Arrival Flight

The flight number of the arrival flight.

Arrival Time

The time of the arrival flight.

Arrival Type

The type/model of the arrival flight airplane.

Arrival Distance to Destination

The distance from the airport to the  "Destination Address" of the order.

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TasksScreenshot 2024-08-21 114020.png

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Tasks are listed in the Tasks tab. The Due Date of overdue tasks will be highlighted red and completed tasks will move to the completed section and show a green checkmark. You can add, edit and delete tasks by right-clicking in the Tasks section.

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Tip

Quick Tip: The Open Parent button will open the human resource record attached to the task.

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NotesScreenshot 2024-08-21 114044.png

The Notes tab can be used to add notes for the shipment.

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The Order History tab shows any historical orders for the account.

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Order StatusScreenshot 2024-08-21 114150.png

The order status gives you all the timestamps across the lifecycle of the order.

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