Order information
To access orders, firstly press on orders on the left side of the screen. There will be two options Orders or EDI orders. Press on Orders. If you need more information about EDI Orders you can find it here.
The main orders page will be visible. If needed orders can be searched, accessed, managed or new orders can be created/added. More information on how to add new orders can be found here.
Order will be presented on the list:
There is a search bar where order can be found - it can be searched by BOL (bill of lading), order number or customer name;
Advanced search can also be accessed by clicking on three-line icon near the search bar:
A new window will pop up where search filters can be added:
Enter PO (Purchase Order number) or BOL and select Commodity from the dropdown list;
To Exit Advanced search window press back arrow on the left side of the screen.
Orders can also be searched by adding filters:
The filters can be added by pressing on the filters icon in the main page:
Customer
customer, that uses trucking delivery service, can be chosen from the drop down list;
if a certain customer is not shown in the list, type a few letters and it will appear there.
Company
company, that is delivering the order/leg, can be chosen from the drop down list;
if a certain company is not shown in the list, type a few letters and it will appear there.
Planner
planner, that is assigned to the orders, can be chosen from the drop down list;
if a certain planner is not shown in the list, type a few letters and it will appear there.
Date filter can be selected - select date when order was delivered from/to from the calendar.
Orders can also be filtered by status:
Press on the filter by status symbol and choose status for the filter, more than one status can be applied:
waiting for planning;
committed;
delivered;
completed;
cancelled;
billed;
waiting for lumper;
claim;
detention;
Click apply and the filter will be applied.
Order can be tagged. More information on how to tag orders and manage tags can be found here;
On the top of the screen there is a refresh button. If the new information is not appearing on the page, use the oval-arrow button to refresh the page.
