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1 How to Search for an Order
- 1.1 Search by Order Number
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
  - 6.3.1 How to Remove a Driver or Delete a Required Input
- 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
- 7.1 Override Calculated Distance
- 7.2 Quick Jumps
  - 7.2.1 Quick Jump Keys
  - 7.2.2 Quick Jump to Rate Forms
  - 7.2.3 Quick Jump To Order Type Form
  - 7.2.4 Quick Jump To The Customer From
  - 7.2.5 Quick Jump To The Contact Form

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

Field Name	Description
	The current status of the order is displayed by the color of the envelope. Green - Rated and not yet invoiced (Status: Rated or CC Rated) Cyan - Invoiced and unpaid (Status: Invoiced) Yellow - Invoiced and paid short (Status: ShortPaid) Magenta - Invoiced and paid in full (Status: Paid) Red - Unrated and will not be invoiced (Status: New) White with red circle and line through - Order is canceled (Status: Canceled)
	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.

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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.

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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.

The fields that are required prior to saving an order will be highlighted in yellow.

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How to Edit an Order

Go to On-Demand > Orders.
Double click on the order you would like to edit.

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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.

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

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Toolbar

Field Name	Icon Name	Description

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. Quick Tip: If you need changes made to the existing shipping label, including the logo, please contact Technical Support.
	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. Quick Tip: Canceled orders can be restored or viewed for reference. 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. Quick Tip: Restored orders will need to be re-rated. 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. Users with "Edit Order" permissions can only unlock charges that they have locked themselves. Users with "Unlock Rates" permission can unlock rates on any locked charges. See Users (Classic Operations App).
	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. Users with "Edit Order" permissions can only unlock driver pay that they have locked themselves. Users with "Unlock Driver Pay" permission can unlock driver pay on any locked order. See Users (Classic Operations App). Users with the proper permissions can unlock driver pay when assigning an order from the On-Demand Dispatch board.
	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. Quick Tip: The icon will be yellow if a note exists.
	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.

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Form

You must have the have the “Edit Orders” permission to mark an un-invoiced order as paid/unpaid (Action > Mark As). See Users (Classic Operations App). Orders cannot be marked as "Unpaid" after credit card processing for the order has been completed.

Field Name	Description

Field Name	Description

Customer ID	The customer ID number for the customer associated with the order. Enter the customer ID number and press the Tab key to load the appropriate default customer information. If you do not know the customer ID number, enter the first few letters of the company name and press the Enter key to open the Find window to search for the customer ID number. Quick Tip: Click the Cust ID... button to open the customer record.
Contact	The customer contact name. Quick Tips Use the dropdown to select a contact from the customer record. Click the Contact... button to edit the contact information.
Billing Group / Cost	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.
Origin
Name	The address name of the origin for the order. Enter the first few letters of the address name and press the Enter key to search for an address. If the origin is from the customer associated with the order, press the Insert key to populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the order has an address, and the "Override" box is checked, the Insert key will populate the contact's address instead.)
	The address of the origin. The button is enabled once the address is chosen from the Name field above. Quick Tips Click the Address... button to search for an address. Click on the address will show the location of the address on a map using your default "Left Click Mapping" option. Color of address links: Blue - Validated Red - Unvalidated.
	Click to view the route stop created and the route sort rule applied to the order.
	Click to view order, short and damaged parcel information.
	Click to view the origin location information.
Phone	Phone number of origin address. If added or edited in this field it will only be saved on the order and it will not be saved in the address book.
	Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.
Get Directions	Click the "Get Directions" link to open a window with a map and directions from the origin to the destination of the order.
	Click the arrow icon to open the Remarks in a separate window for easy editing.
Remarks (textbox)	Comments for the origin. Displayed in the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed. Quick Tip: Entering a URL in this field will display as a clickable link in the Driver App 3.1.1 or newer.
Destination
Name	The address name of the destination for the order. Enter the first few letters of the address name and press the Enter key to search for an address. If the destination is to the customer associated with the order, press the Insert key to populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the order has an address, and the "Override" box is checked, the Insert key will populate the contact's address instead.)
	The address of the origin. The button is enabled once the address is chosen from the Name field above.

Orders

How to Search for an Order

Search by Order Number

How to Add a New Order

Alternate Steps

How to Edit an Order

How to Cancel an Order

Toolbar

Form

Example