Place Order
- Michelle Cabaya (Unlicensed)
- Rachael Rymon (Unlicensed)
- Melissa Hernandez
For user documentation see Place Order.
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.
View and capabilities may be different based on settings in the Global Options Internet Options tab and internet user record (Classic Operations App) / internet user record (Operations App) setup.
Users can place contactless orders. See Contactless Service Options.
How to Place an Order
Quick Tips
When selecting a Schedule Later time for orders not in your current time zone, the time zone will be that of the selected address.
Shipping Options Qty must be a whole number.
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.
Add to Cart requires the "Allow Cart Checkout" option enabled on the user's internet user record (Classic Operations App) or internet user record (Operations App).
Barcode scanning can be set up to allow your clients to scan a barcode to auto populate the order form. See Barcode And Import Configuration.
Quick Tips
When a Default Order Type is selected on the customer record, the default order type will be selected and the only one displayed unless the the SHOW ALL link is clicked.
Users will not be able to edit Pieces and Weight when “Update pieces and weight by parcels” is enabled on their customer record. To adjust pieces and weight values, users can select the Add Parcels button and provide Piece/Weight information accordingly.
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.
Quick Tip
The user can set a default view by setting the Default Place Order View in the User Profile.
Default - Display the Detailed Ordering view when using a computer and the Basic Ordering view when using a mobile device.
Detailed - Display the Detailed Ordering view regardless of the user's device.
Basic - Display the Basic Ordering view regardless of the user's device.
How to Place From Recent Orders
The user must have the "Place from Recent Orders" option enabled on their internet user record (Classic Operations App) or “Create from Recent Orders” on their internet user record (Operations App).
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.
Click the Create from Recent Orders button.
Click the menu icon in the "Actions" column of the recent order to create an order from.
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).
How to Place From Recent Templates
The user must have the "Place from Recent Templates" option enabled on their internet user record (Classic Operations App) or “Create from Recent Templates” on their internet user record (Operations App).
The user can create a new order from a template in the "Detailed Ordering" view. This is not available in the "Basic Ordering" view.
Click the Place from Recent Template button.
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.
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).
Entering an Address
Use the icons to select how to search and enter an address.
Quick Tips:
You can allow users to validate addresses using a map and pushpin if Google doesn’t recognize the address by enabling the “Map Based Validation” on their Classic Operations App internet user record or the “Allow Map Based Validation” on their Operations App internet user record.
When using distance overrides, users should use addresses from their address book, otherwise, the lat/lon used when processing manually entered addresses may be slightly different since the data will be returned from Google when the new address is used.
Google Places
Populate the address field by searching Google by location name or address.
Address Book
The user must have the "Allow Address Book Access" option enabled on their internet user record (Classic Operations App) or internet user record (Operations App).
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.
The Location or Location or Lookup Barcode must be associated with an address in the user’s address book.
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.
Select the address you would like to view.
Go to the Details tab.
In the Classic Operations App
In the Operations App
Where to Find the Location Barcode
The Location Barcode 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.
Select the address you would like to view.
Go to the action menu and select Location Barcode.
Enter Manually
Manually enter an address.
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.
Email/SMS Text Alert Notifications
SMS Text Alert Notifications must be set up in Global Options. See SMS Text 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.
If an SMS text alert notification recipient replies “STOP”, it will stop all future update notifications, not just notifications for a specific order or stop. Replying “unstop” will enable notifications to be sent to the recipient's phone number.