-Modern

This page is for the Modern Operations App. For the Classic Operations App please see Orders (Classic Operations App).

-The On-Demand Shipments section displays a list of current shipments with basic order information.

To begin, simply click on the "On-Demand Shipments" tab in the main menu.

Take a moment to familiarize yourself with the main header row below:

Field Name	Description
Order Status	The current status of the shipment is displayed by the color a unique icon. - New shipments - Rated shipments - Invoiced shipments - Short paid shipments - Shipments that have been paid - Shipments paid via credit card - Canceled shipments Filter by Order Status: The order screen lets you filter the list by order status. Clicking the icon will display a list of order statuses, allowing you to filter orders based on your selection. The "All Active" option shows every status to show except for canceled orders.
Dispatch Flag	If the order has a dispatch flag set, this icon will be displayed.
Customer	The customer's name that the order is for.
ID	The order ID.
CSR	How the order was entered and/or who entered it.
Origin	Name of where the order is being picked up from.
Origin Address	Street address of where the order is being picked up from.
Origin City	City of where the order is being picked up from.
Destination	Name of where the order is being delivered to.
Destination Address	Street address of where the order is being delivered to.
Destination City	City of where the order is being delivered to.
Customer ID	Customer ID for the Customer.
Order Date	Date and time the order was placed.
Order Type	Order type that is on the order.
Attachments	The number of attachments on the order.

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.

^{Back to top.}

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.

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.)

^{Back to top.}

How to Add a New Shipment

To begin, simply click on the "On-Demand Shipments" tab in the main menu.
Click on the icon to start a new shipment.
A new window will open, displaying your shipment order form.

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".

^{Back to top.}

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.

^{Back to top.}

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.

Quick Tip: To cancel a new shipment before it has been placed/saved, click the X in the top right to close the form.

^{Back to top.}

On-Demand Shipment Toolbar

This toolbar is located at the top of shipment order.

Icon Name	Description
Clone	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.
Return	Create a new order where the origin/destination addresses are flipped, returning back to the starting point).
Continuation	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.
Multiple Order Same Destination	Minimize the current order and create a new order with the same Customer ID, Contact, Billing Group, and Destination.
Multiple Order Same Origin	Minimize the current order and create a new order with the same Customer ID, Contact, Billing Group, and Origin.
Audit Trail	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.
Order Time History	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.
View Recent Orders	Pops up recent and future orders.
View Customer Notes	Opens the Customer Notes found on the Notes tab of the customer record.
View Misc Data	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.
Trigger SQL Event	Triggers custom SQL events. See Advanced SQL for a Specific Route Stop/ On-Demand Order
Email Status	When clicked, the information from the Order Status will be emailed to email in the Email field when the order is saved and closed. Clicking the button and entering an email address does not guarantee that an email will be sent with status information. In fact, an error or warning message may appear instead. To ensure the email is sent as expected, make sure the customer record has the correct "Alert" configured on the Contacts tab. Specifically, the customer record must include an “Order - Status Update” Status Event and a suitable Message Format.
Email Shipping Label	Open a form to email the shipping label.
Print Shipping Label	Print a shipping label for the order that can be added to the package. Disabled when creating a new order. Quick Tip: If you need changes made to the existing shipping label, including the logo, please contact Technical Support.
Bill Credit Card	Process a credit card in order to pay for the order. Clicking this will produce an error unless credit card processing has been set up correctly. See Setting Up Credit Card Processing.

^{Back to top.}

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.

Action Menu

To access the Action Menu, click on the Screenshot 2024-08-21 105551.png in the upper righthand corner. The following menu will pop out along the right-side panel.

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
Top Bar
Primary Customer	The customer ID number and name for the customer associated with the shipment. Enter the customer name or ID number and select them from the drop-down options
Placed By	The contact who placed the shipment. Quick Tips Use the dropdown to select a contact from the customer record. Click the Open Contact Information button to view/edit the contact information.
Billing Group / Cost Center	Used for grouping invoices. Example If 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. This field name can be changed under the Maintenance tab > Customers > [double-click the desired customer record] > navigate to the References tab.
Origin / Destination
Address	The address information for the shipment’s origin. Enter the first few letters of the address name into the Search… field below to pull up a drop down. This is a context-sensitive field that will display differently based on your address selection method (Address Book, Google Places, etc). Address selection methods include Address Book, Google Places, Drop Pin, Location and Lookup Barcodes, and Enter Manually. If the origin is from the customer associated with the shipment, you can click the Insert Customer Information button next to the field or press the Insert key to auto-populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the shipment has an address, and the Address… Override during order entry box on their Contact Information has been checked, the Insert key will instead auto-populate the contact's address instead.)
	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 button to lock the order total and prevent further changes. Locking and unlocking the order total requires user permission. Go enable it, go to the Maintenance tab > Users > [double-click to select the desired user] > X Dispatch Functions > Orders > tick the Unlock Rates permission.
Driver Pay	The total amount of money the driver will be paid for the order. Click on the button to lock the driver pay and prevent further changes. Locking and unlocking the order total requires user permission. Go enable it, go to the Maintenance tab > Users > [double-click to select the desired user] > X Dispatch Functions > Orders > tick the Unlock Driver Pay permission.
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. You can set whether or not a Service Type is required for a customer on their customer record. Go to the Maintenance tab > Customers > [double-click to select the desired customer record] > under the main Orders tab, tick or untick Service Types Required.
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.

Order Form Minimize Double Highlights.png

Labels

Within an order, you can click on the labels icon Screenshot 2024-08-21 141636.png in the bottom left-hand corner to add a label to the on-demand shipment.

To add a label:

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.

^{Back to top.}

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.

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.

Field Name

Description

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.

Pieces - The number of pieces to be picked up.
Weight - The weight of the parcel(s) to be picked up.
- Opens the Dimensional Weight Calculator.

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.

To flag a comment, simply click and the comment box and flag will change orange.

Status Alerts

This section allows you to put in an email address or phone number to receive status notifications about the order.

^{Back to top.}

Charges

The charges tab shows a summary of all charges applied to an order.

Screenshot 2024-08-20 130720.png

To edit the details, click on the individual row.

Field Name	Description
Charge Item Name	Item being charged on the order. 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. 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. 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.

^{Back to top.}

Drivers

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

Adding drivers in this tab will notify the driver, send a new work order on their itinerary, but the shipment will not show up on their manifest.

Field Name	Description
Driver	Selected driver(s) for the order. Quick Tip: Drivers are listed by driver ID.
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 Screenshot 2024-08-21 105551.png to show options to edit, open, or delete a driver.

To edit pay, locate the Pay Amount option here Screenshot 2024-08-21 105551.png . Click it, then find the menu on the specific line item you want to change. Click that menu to access the edit pay options.

This action is only allowed based on user permissions.

^{Back to top.}

Required Input

The required input tab allows companies to customize the driver workflow and intervene before the shipment is completed.

To add a new required driver input, click Screenshot 2024-08-20 155953.png to add a new specific driver prompt for the driver when he/she picks up and/or delivers the order.

Field Name	Description
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. Numeric Only Text Camera Only Photo Gallery Only Photo Camera or Gallery Photo
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.

^{Back to top.}

Parcels

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

Field Name	Description
Parcel ID	The automatically generated unique identifier of the parcel.
Parcel Type	The type of parcel. To edit parcel types available see Parcel Types.
Refrigeration Type	The refrigeration type selected: Frozen Refrigerated Room Temperature See set up requirements for Parcel Refrigeration Types.
Units in Container	The number of units in the container.
Parcel Weight	The total weight of the parcel.
Reference	Barcode for the parcel.
Description	Description of the parcel.
Customer Parcel ID	Used when the customer has their own unique parcel ID for the parcel.
Customer Master Parcel ID	Used when the customer has their own master parcel ID for the parcel.
Customer Reference 1 & 2	Customer reference information for the parcel.
Consolidation Bar Code	Master barcode associated with the parcel
Updated When	When the parcel was last updated.
Updated By	Who updated the parcel last.
Created When	When the parcel was created.
Created By	Who created the parcel.
Order BOL	The bill of lading for the order. This can be used for grouping/filtering in the Driver App.
Master BOL	The bill of lading for the order. This can be used for grouping/filtering in the Driver App.

Additional functionality for parcels is available when you click Screenshot 2024-08-21 105551.png on any individual parcel line.

Audit Trail

The audit trail provides a detailed history of the parcel, including when updates were made, by whom, and the exact times.

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 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.

^{Back to top.}

Status Codes

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

To enter a new status code, click Screenshot 2024-08-20 155953.png .

Field Name	Description
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 Screenshot 2024-08-21 110727.png on any code line, then click the green delete button shown below.

^{Back to top.}

Attachments

The attachments tab displays all files attached to the order.

To add a new attachment click Screenshot 2024-08-20 155953.png .

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

^{Back to top.}

Flights

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

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.

^{Back to top.}

Tasks

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.

Tasks are assigned to users and can have reminders set. When the Reminder field is set, the Edit Task form will pop up at the time the reminder is set. for. For example, if Reminder is set to "10 Minutes" and my Due date is set to "06:00 Wed 03/27/24", the Edit Task form will pop up at 5:50am on 03/27/2024.

When the Mark as Completed button is clicked, a date field will appear to enter the time and date that the task was completed.

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

^{Back to top.}

Notes

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

Field Name	Description
Note ID	This is an identifier for the note itself.
Note Type	The type of note. Default note types include: Bill Note Email Note Phone Note Additional note types can be created in Maintenance > Note Types
Email	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 to add or edit the note.

How to Remove a Note

Select the row of the note and click on Screenshot 2024-08-21 110727.png . Click the delete button at the bottom.

^{Back to top.}

User Field

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.

^{Back to top.}

Order History

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

^{Back to top.}

Order Status

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

Field Name

Description

Order Status

Provides an overview of the following information:

Fleet Assignment - Displays the current fleet the order is assigned to. By default, the order fleet is determined by the order type - however, this can be manually overridden by a user.
Barcode - Shows the barcode of the order.
POD - Textual POD collected when completing the shipment.
POD Comments - Comments added when collecting the POD and completing the shipment.
Signature - Displays an image of the signature captured (if applicable).

Timestamps

The timestamps section gives you an overview of when the order hit key milestones such as:

Confirmed
At Origin
Picked Up
At Destination
Delivered
Verified

Details

Details will show the next level of granular detail about the order, including milestones such as:

Received At Dock
Ordered
Changed
Dispatched
Transmitted
At Depot
Rejection
Rejection Reason
Invoiced
Invoice Number
Invoice Batch
Paid
Paid Document

On-Demand Shipments (formally Orders)

Customizable Screen View

How to Search for a Shipment

How to Add a New Shipment

How to Edit a Shipment

How to Cancel a Shipment

On-Demand Shipment Toolbar

Navigating the Order Form

Action Menu

Order Form Fields

Example

Minimizing Multiple Orders

Labels

On-Demand Shipment Order Form Tabs

General

Charges

Drivers

How to Edit A Driver & Adjust Pay Amounts

Required Input

Edit or Delete A Required Input Prompt

Parcels

Audit Trail

Parcel Items

Status Codes

Deleting a Status Code

Attachments

Flights

Tasks

Notes

How to Remove a Note

User Field

Order History

Order Status