Orders
- 1 How to Search for an Order
- 2 How to Add a New Order
- 2.1 Alternate Steps
- 3 How to Edit an Order
- 4 How to Cancel an Order
- 5 Toolbar
- 6 Form
- 6.1 General
- 6.2 Charges
- 6.2.1 How to Remove an Item
- 6.3 Drivers
- 6.4 Notes
- 6.4.1 How to Remove a Note
- 6.5 User Fields
- 6.6 Parcels
- 6.6.1 How to Remove a Parcel
- 6.7 Attachments
- 6.8 Flight
- 6.9 Tasks
- 6.10 Status Codes
- 6.10.1 Removing a Status Code
- 7 Order Status Bar
The Orders section displays a list of current orders with basic order information.
Quick Tip: You can set the maximum number of orders to display in the Misc tab of the Global Options. See Global Options.
To access the Orders section go to On-Demand > Orders.
Field Name | Description |
---|---|
The current status of the order is displayed by the color of the envelope.
| |
If the order has a dispatch flag set, a red flag icon will be displayed. See dispatch flag below. | |
Customer | The customer's name that the order is for. See Customers - New/Edit Customer. |
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. |
Dest Address | Street address of where the order is being delivered to. |
Dest City | City of where the order is being delivered to. |
Customer ID | Customer ID for the Customer. See Customers - New/Edit 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. |
How to Search for an Order
You can find orders by entering the criteria in the Look for field and selecting the column field you would like to Search Under.
Search by Order Number
If you know the order number you are searching for you can enter it in the search box in the top right.
Quick Tip: This search bar can be used throughout and not just in the Orders section.
How to Add a New Order
Go to On-Demand > Orders.
Click the New button, or press the Ctrl + N keys.
Quick Tip: You can also click the "<Ctrl+N> for New Order" link at the bottom.
Alternate Steps
Click the arrow next to the New button, or press Alt + N keys.
Select Order, or press the O key.
How to Edit an Order
Go to On-Demand > Orders.
Double click on the order you would like to edit.
How to Cancel an Order
Go to On-Demand > Orders.
Double click on the order you would like to cancel.
Click the cancel button in the top toolbar.
Toolbar
Field Name | Icon Name | Description |
---|---|---|
Save and Close | Save the current order and open a new order form. | |
Save and Keep Open | Save the current order and keep the order form open. | |
Reprint Dispatch Ticket | 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 (Classic Operations App). Disabled when creating a new order. | |
Print Shipping Label | Print a shipping label for the order that can be added to the package. Disabled when creating a new order. | |
| Use Imager to Scan Attachment | Scan a document using a scanner connected to your computer and add it as an attachment to the order. |
Insert File | Upload a file as an attachment to the order. | |
Set Dispatch Flag | Flag either the Origin Remarks, Destination Remarks, Order Comments or all 3 of these fields for the order. The fields marked as flagged will be highlighted in red. | |
| Cancel | Cancel the order. This will remove the order from the dispatch board and it will not be invoiced. Disabled when creating a new order. |
Restore | Restore the canceled order. This will add the order back to the dispatch board and can be invoiced. Visible only for canceled orders. | |
| Return | Save and close the current order and create a new return order with the same Order Number but appended with a ".01" at the end. The new order will automatically fill in the same Customer ID, Contact, and Billing Group. The Origin and Destination information will be reversed. You will need to select an Order Type for the new order. |
Multiple Order Same Origin | Save and close the current order and create a new order with the same Customer ID, Contact, Billing Group, and Origin. | |
Multiple Order Same Destination | Save and close the current order and create a new order with the same Customer ID, Contact, Billing Group, and Destination. | |
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. | |
Clone | Create a duplicate order with all of the information the same except for the dates which will be filled in as the current date. A pop-up will appear to select which optional fields you would like to add to the cloned order. | |
| Insert Customer Address | If the Origin Name or Destination Name field is selected, the current Customer Name and Customer Address information automatically filled in. |
| Rate | Rate the order. |
Lock Charges | Lock or unlock the Charges tab. If the charges are locked, no changes can be made to the order under the Charges tab until the order has been unlocked. | |
Lock Driver Pay | Lock or unlock the driver pay on the order. If the driver pay is locked, no changes can be made to the driver assignment or pay under the Drivers tab until the order has been unlocked. | |
Bill Credit Card | Process a credit card in order to pay for the order. | |
Recurrence | Turns the current order into a recurring order. See Recurring Order. | |
Flip Addresses | Switch the Origin and Destination information. | |
Re-calculate Distance | Recalculates the distance between origin and destination. | |
View Tracking Status | Open the Order Status window to view the status of an order. See Order Status. | |
View Customer Notes | Opens the Customer Notes found on the Notes tab of the customer record. | |
| View Driver Settlements | Displays the "Driver Settlement" amount for the order. |
Email Status | If clicked, the information from the Order Status will be emailed to email in the Email / Fax field when the order is saved and closed. | |
| Email Shipping Label | Open a form to email the shipping label. See How to Email a Shipping Label from the Order Form. |