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. 

How to Place an Order

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Detailed Ordering

Detailed ordering is the default view when placing orders from a computer. This view allows the user to enter optional parcel specific information and add several orders into a cart. 

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Basic Ordering

The user can switch to the basic ordering view by clicking the three dots at the top of the Place Order page and select Switch to Basic Ordering. This allows the user to quickly place an order similar to the default view on a mobile device.  

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How to Place From Recent Orders

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 the "Allow Cart Checkout" option enabled on the user's internet user record (Classic Operations App) or internet user record (Operations App).

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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. 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 (Classic Operations App) or internet user record (Operations App).

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Entering an Address

Use the icons to select how to search and enter an address.

 Google Places

Populate the address field by searching Google by location name or address.

 Address Book

Search the user's address book for an address to be entered in the address field. 

 Drop Pin

Use Google Maps to zoom into a location and drop a pin to populate the address field.

 Location and Lookup Barcodes

Use a Bluetooth or USB scanner or manually enter an address Lookup or Location Barcode to quickly enter an address.

Where to Find the Lookup Barcode

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

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

1. Select the address you would like to view.

2. Go to the Details tab.

Where to Find the Location Barcode

The LocationBarcode is viewed through the action menu of the address record in the Operations App, This is not available in the Classic Operations App.

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

1. Select the address you would like to view.

2. Go to the action menu and select Location Barcode.

 Enter Manually

Manually enter an address.

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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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Email/SMS Text Alert Notifications

Email/SMS text alert notifications can be sent to up to 10 recipients. Multiple email addresses and/or phone numbers can be entered by using the Tab or Enter keys, or by using a comma or semi-colon.

These notification messages are set up in the customer record's Contact tab under Alerts.

• The "Confirmed" notification requires the "Order - Placed" Status Event.

• The "Picked Up" notification requires the "Order - Picked Up" Status Event.

• The "Delivered" notification requires the "Order - Delivered" Status Event.

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