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The default sort is by “Customer” vs “ID”. |
Customizable Screen View
The On-Demand Shipments screen offers a highly customizable view for each user. To customize the layout, click the “Edit Layout” 
icon to hide or show columns according to your preferences.
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How to Search for a Shipment
You can find shipments by entering the criteria in the Search field and selecting the column field you would like to Search Under.
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Next to the “search” functionality you will see there are filter options for each of the available header rows in the table (Customer, ID, CSR, any Origin Address field, any Destination Address field, Customer ID, Order Date, Order Type, and Attachments.)
How to Add a New Shipment
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If you begin placing an order with a customer ID that has an account status of "Prospect", they will be prompted with a pop up asking them if they want to convert the customer record's account status to "Active". |
How to Edit a Shipment
click on the "On-Demand Shipments" tab in the main menu.
Click on the shipment you would like to edit.
How to Cancel a Shipment
click on the "On-Demand Shipments" tab in the main menu.
Click on the order you would like to cancel.
Click the cancel button
in the bottom right hand corner of the order.
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Quick Tip: To cancel a new shipment before it has been placed/saved, click the X in the top right to close the form. |
On-Demand Shipment Toolbar
This toolbar is located at the top of shipment order.
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Icon Name | Description | ||
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| The clone feature lets you easily copy information from an existing order into a new one. Click the clone icon, and a pop-up window will appear where you can make your selections.  | ||
| Create a new order where the origin/destination addresses are flipped, returning back to the starting point). | ||
| Save and close the current order and create new orders in a sequence with the same Order Number but appended with a ".01", ".02", ".03", etc. at the end. The new orders will automatically fill in the same Customer ID, Contact, and Billing Group. The Destination information will be entered for the Origin. You will need to select an Order Type for the new orders. Print the order in a formatted print form or as seen on the screen depending on the selected Print dispatch ticket in the order type of the order. See Order Types. Disabled when creating a new order. | ||
| Minimize the current order and create a new order with the same Customer ID, Contact, Billing Group, and Destination. | ||
| Minimize the current order and create a new order with the same Customer ID, Contact, Billing Group, and Origin. | ||
| Opens a modal window that displays any audited actions for the order (for example, order creation, dispatching, any order actions like picked up/delivered, any rate changes, driver assignments, etc.). The window includes a table that indicates what was changed, the old and new values, and who made the change. | ||
| Provides a summary table of key timestamps for the order, including details from the "Order Status" tab and calculated transit times between pickup and delivery. | ||
| Pops up recent and future orders.  | ||
| Opens the Customer Notes found on the Notes tab of the customer record. | ||
| This functionality is primarily designed for use with integrations but can also be utilized to manually store additional information. Integration Use Case: When integrating with a shipping partner, the data imported often includes details relevant only to the shipper (not to the customer or driver). The Misc Data fields can store this information, ensuring it is available for export back to the shipper during pickup or delivery events. Typically, the "Read Only" section is used for this purpose. Manual Use Case: Although there are 2 reference fields and 13 user fields available, sometimes customers require more space for order reference details. In such cases, the "User Defined" section of the Miscellaneous Data fields is useful for storing this additional information. | ||
| Triggers custom SQL events. See Advanced SQL for a Specific Route Stop/ On-Demand Order | ||
| When clicked, the information from the Order Status will be emailed to email in the Email field when the order is saved and closed.
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| Open a form to email the shipping label. | ||
| Print a shipping label for the order that can be added to the package. Disabled when creating a new order.
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| Process a credit card in order to pay for the order.
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Navigating the Order Form
The On-Demand shipment order form allows you to quickly fill in critical order details in the top fields, while displaying supplementary fields below. You can toggle between these supplementary fields with the icons at the bottom of the form.
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Action Menu
To access the Action Menu, click on the 
in the upper righthand corner. The following menu will pop out along the right-side panel.
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The Action Menu provides granular control over actions, allowing you to choose which ones appear in the top toolbar or disable the toolbar entirely, and use the Action Menu instead. Click on the pin icons to add or remove an action from the top toolbar. Some actions will be greyed out, unavailable, until you add information and save the order.
Order Form Fields
Field Name | Description | ||
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Top Bar | |||
Primary Customer | The customer ID number and name for the customer associated with the shipment.
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Placed By | The contact who placed the shipment.
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Billing Group / Cost Center | Used for grouping invoices. ExampleIf the customer has sub-accounts, the sub-account can either be entered directly or picked from a list. This field can be filled in when the customer has different departments or offices that require a single invoice but need to track the usage and billing by department/office.
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Origin / Destination | |||
Address | The address information for the shipment’s origin.
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 | Click to use your Address Book as your method for address selection. You can create, edit and delete addresses under the Maintenance tab > Addresses. | ||
 | Click to use Google Places as your method for address selection, relying on Google’s location data to find your address. | ||
 | Click to Drop Pin on Google Maps for your address selection. | ||
 | Click to scan or manually enter a barcode to pull up the address. | ||
 | Click to manually enter details for the address. | ||
 | Click to view the origin/destination location information. | ||
 | Click to view over, short and damaged parcel information. | ||
 | Click to view the route stop created from the route sort rule applied to the shipment. | ||
Pickup From / Delivery From | The time after which the shipment is ready for pickup, or the delivery is ready to be received, shown in your time zone. | ||
Pickup To / Delivery To | The time before which the shipment must be picked up, or the delivery must be received, shown in your time zone. | ||
Phone | Phone number of origin/destination address. | ||
Force Location Scan at Pickup / Delivery | Set a requirement for the driver to scan the parcel at pickup, or delivery, set to None by default. Can be set to force a scan Upon Arrival, Upon Departure, or Both. | ||
Comments | An open field for any comments about the shipment. | ||
 | Click to flag comments on the shipment to highlight important information. Origin, destination and order comments can all be flagged. A flagged comment will also cause the order to have a visual indicator in the flag column of the main On-Demand Shipments view. | ||
Fees & Distance | |||
Order Total | The total amount of money to charge the customer for the shipment. Click on the
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Driver Pay | The total amount of money the driver will be paid for the order. Click on the
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Distance | Shows the distance between the origin and destination, in both miles and kilometers. | ||
 | Click to Recalculate Distance between the origin and destination after making any changes. This will ask you to confirm that you want to re-rate the order. | ||
 | Click to set a Distance Override, a flat distance value. You can set it in miles or kilometers, and can tick the box to leave the override permanently active for new shipments until the you deactivate it by clearing the distance value. | ||
 | Click to Get Directions pulled up on Google Maps. | ||
 | Click to Flip Addresses between the origin and destination, swapping them. | ||
Placed | Shows the CSR or method (i.e. an automatic scheduler) that placed the shipment order. | ||
Status | Shows whether the order has been rated or not. | ||
 | Click to re-rate the shipment. | ||
 | Click to mark the shipment as Paid, Short Paid or Unpaid. | ||
Middle Bar | |||
Service Type | Click to select the Service Type filter, to determine which Order Types are selectable.
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Order Type | Click to select the Order Type for the shipment. | ||
References | This is a customizable field for additional information you wish to collect from customers. You can configure this field, including it’s name, under the Maintenance tab > Customers > [double-click to select the desired customer record] > References tab. | ||
Reference 2 | This is a customizable field for additional information you wish to collect from customers. You can configure this field, including it’s name, under the Maintenance tab > Customers > [double-click to select the desired customer record] > References tab. | ||
Minimizing Multiple Orders
You can work on multiple order forms at a time by minimizing forms.
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Labels
Within an order, you can click on the labels icon 
in the bottom left-hand corner to add a label to the on-demand shipment.
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Type your label in the box.
Press "Enter" or click "OK". The label will show up at the bottom of the order, right beside where you clicked to add it.
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On-Demand Shipment Order Form Tabs
This toolbar at the bottom of your order form gives you more options and control when creating your order.
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In the upcoming sections, we'll guide you through each tab on the toolbar.
General
The general tab shows you an overview of the shipment order.
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Field Name | Description | ||
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Package Info | This is a general, informational field that refers to the parcel type for the shipment's parcels. This list may be limited to the Available Parcel Types selected in the customer record Parcel Types tab.
If the shipment contains parcels (as shown on the parcels tab), you can specify the parcel type for each one there. | ||
Order Comments | General notes about the order. Not displayed in the Driver App or the Client Portal.
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Status Alerts | This section allows you to put in an email address or phone number to receive status notifications about the order. |
Charges
The charges tab shows a summary of all charges applied to an order.
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Field Name | Description | ||
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Charge Item Name | Item being charged on the order.
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Quantity | The quantity for the Item listed.
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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.
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Comments | Comments or notes for the item. | ||
| 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. |
Drivers
The drivers tab shows all the drivers assigned to an order and any required inputs.
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Field Name | Description | ||
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Driver | Selected driver(s) for the order.
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Pay Amount | The amount the driver will be paid. | ||
Percent | The percentage value is used to calculate how much the driver will be paid. This value will default to 100% when a driver is selected. | ||
$ | This is the amount the driver will be paid for this order. | ||
Settlement Number | The settlement number associated with the driver for an order. |
How to Edit A Driver & Adjust Pay Amounts
Click to show options to edit, open, or delete a driver.
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This action is only allowed based on user permissions. |
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Required Input
The required input tab allows companies to customize the driver workflow and intervene before the shipment is completed.
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Field Name | Description |
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Driver Prompt | Customizable request from the company to the driver. |
Input Location | Select the location, whether pickup or delivery, that the prompt refers to. |
Driver Input/Input Type | This driver input type refers to how the driver is to execute the prompt.
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Timestamp | The timestamp when the driver responded. |
Timezone | The timezone that the driver was in when they responded. |
Edit or Delete A Required Input Prompt
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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Parcels
The parcels tab is used for listing and tracking individual parcels on the order.
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Additional functionality for parcels is available when you click on any individual parcel line.
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Audit Trail
The audit trail provides a detailed history of the parcel, including when updates were made, by whom, and the exact times.
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Parcel Items
The parcel items functionality offers granular tracking options, details, and chaining for Parcel Items. This feature provides additional granularity and accountability for all items in transit.
To activate parcel items, click the 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 Codes
The status codes tab allows you to enter or view status information regarding an order.
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Field Name | Description |
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Time Created | Date and time the status code was added to the order. Localized time based on the origin address. |
Code | The status entered for an order. This list is populated from the Status Codes section. See Status Codes. |
Description | The description for the status code will be automatically filled in based on the options you choose from the dropdown menu when creating a new one. |
Comment | Comment related to the status code for the order. |
Deleting a Status Code
To delete a status code, click 
on any code line, then click the green delete button shown below.
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Attachments
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 .
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Flights
The flights tab allows you to enter flight information associated with the order.
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Field Name | Description |
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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. |
Tasks
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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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Quick Tip: The Open Parent button will open the human resource record attached to the task. |
Notes
The Notes tab can be used to add notes for the shipment.
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Field Name | Description |
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Note ID | This is an identifier for the note itself. |
Note Type | The type of note. Default note types include:
Additional note types can be created in Maintenance >Note Types |
If checked, the note will be emailed to the email address in the Email field on the shipment order form when using [OrderNotes] in a message format associated with the customer. | |
Note | The note. Click |
How to Remove a Note
Select the row of the note and click on . Click the delete button at the bottom.
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User Field
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The User Fields tab allows you to customize up to 13 user-defined fields to be able to track specific data and use for custom reporting. See User Fields.
Order History
The Order History tab shows any historical orders for the account.
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Order Status
The order status gives you all the timestamps across the lifecycle of the order.
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