Order Entry Batch

About

• Enter Batch facility is especialy created for customers.
• Customers are able to pre-store their Cargo Office orders (status: batchentry) and to send their orders definitely at any desired afterwards (status: sent).
  This is often used, so:
  
  • Rush- and peak-hours for customers can be made less stressfull because they did most of their entries beforehand.
  • Orders can be checked later (by different users of the same customer) before it is made a definite order.
  • Transport companies are informed beforehand of the expected requests of their customers.
• Most batch order entry functionality uses the same default functions as the regular order entry form.
• An important difference is that batch orders are not sent to the transporters' TMS-software or email address (only after it is sent).

Where to find

• Order Entry Batch is found at:
  • for customers: Frontoffice -> Orderentry -> Orderentry form (batch)
  • for Cargo Office staff: Backoffice -> Shipments -> Batch Shipments -> New Shipment (batch)

Description

• For data entry functionality see the regular order entry form.
  
  • 1. Click button Store in Batch to store the orders in Overview of Batch Orders.
  • Stored orders are not sent to TMS yet.
  • Stored orders can be deleted from Overview of Batch Orders.
• For any entered batch order you can add an extra (pickup or delivery) address.
  This is often requested when you need to visit numerous delivery addresses for the same order.
  
  • 2. Click button Extra Address.
    
    • Consequently a sub-shipment (.01) is created in which you can modify order details.
    • When modifying order details check if you have to rearrange quantities of the base shipment (.00).
  • The sub-shipments are displayed in the top left corner of your batch entry form.
    
    • So you are able to switch easily from one sub-shipment to the next.
    • The maximum amount of sub shipments is 99.
  • Sub-shipments have become individual orders, but can be grouped by the original shipment ID (the number before the .00, .01, etc).
  • Order details concerning all sub-shipments (often financially related) are stored in the base shipment (.00).
  • The Extra Address functionality is similar to: How to split jobs.
• On request Cargo Office Programmers can develop different forms or solutions per customer for you.

-- RutgerRutgers - 12 Sep 2006 / 02 Feb 2009 / 2018-08-10