Overview of Batch Orders

About

  • Overview of Batch Orders 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 moment 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 functionality of overview of Batch Orders is described in Active shipments.
  • Differences are:
    • Batch orders have to be sent before default actions of Cargo Office functionality can be triggered, like sending an export file to the transporters' TMS-software or email address.
    • Customers are able to upload order files (CSV, XML, XLS) directly from Overview of Batch Orders.
      • The format of these files need an agreed on logic to be parsed correctly.
      • Check EDI documentation or ask Cargo Office Programmers about your options.

Where to find

  • Overview of Batch Orders is found at:
    • For customers: Front Office -> Orderentry -> Overview of Batch Orders
    • For Cargo Office staff: Back Office -> Shipments -> Batch Shipments -> Batch Overview

Description

batchoverview01.png

  • 1. Enter a new Batch order.
  • 2. Back Office staff users have the ability to select a customer.
    • Customers (in Front Office) only see their own orders.
    • Options are available to display orders of other customers, but then these customers have to be related with alternative customerID's.
  • 3. Selection of orders by date range. In general this selection is made on Delivery Date.
  • 4. Selection of orders by filter.
    • Filters can be defined here.
    • Please note: some Cargo Offices do not have this functionality. If requested contact Cargo Office Programmers.
  • 5. Selection of orders by scending or descending.
    • This function selects the most deep coloured column heading first.
  • 6. Click Search to trigger the above described selections.
  • 7. Upload order file.
    • The format of these files need an agreed on logic to be parsed correctly.
    • Check EDI documentation or ask Cargo Office Programmers about your options.
  • 8. Every order can be selected by checkbox.
    • Multiple orders can be selected by clicking multiple checkboxes.
    • All orders can be selected (or deselected) by clicking the checkbox on top of the grid.
  • 9. For (multiple) selected orders, certain actions can be triggered.
    • Most actions are described in Active Shipments.
    • Important differences are:
      • You are able to delete batch shipments by clicking: Delete shipments.
      • You are able to sent batch shipments (status: batchentry) and make them definite (status: sent).
      • Consequently:
      • Note: It is not possible to sent an individual sub-shipment (.01, .02, etc) or base shipment (.00).
        • If one shipment is sent, all connected sub-shipments will be sent as well.
        • If you need to sent shipments seperately, it is better to create a new order without sub-shipments.
    • The amount and type of actions you can use, depends on installed Back Office functionality.
      • Contact Cargo Office Programmers for modification.
  • 10. Details of individual batch orders can be edited as long as they are not sent.
  • 11. Displayed columns can be defined in parameter orderBatchListColumns.
  • Note, in case you think some orders are missing:
    • Batch orders with pickup dates in the past may not be displayed (or even deleted).
    • Cargo Office considers orders with passed pick-up dates not meaningfull.
    • In case you need a different set-up, contact Cargo Office Programmers.

-- RutgerRutgers - 26 Sep 2006 / 2018-08-10

Topic attachments
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PNGpng batchoverview01.png r1 manage 64.7 K 2018-08-10 - 14:02 RutgerRutgers Description Batch Overview

This topic: Cargooffice > AboutFreecargo > FreightExchangeHowto > WebHome > OrderentryDocumentation > OrderentryHowto > OrderentryBegin > OrderentryBatchfunctions > OrderentryBatch2
Topic revision: r4 - 2018-08-10 - RutgerRutgers
 
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