Order entry

What can you do with it

• Order entry is used by transport companies to digitalize their orderdata, so they are able to cut costs and time on telephone calls and faxprocesses.
• There is un unlimited amount of customers that may use the transport company’s order entry system.

What's more

• All imported orderdata is sent by email to the respective transport company.
• Orderdata can be sent to the company’s Transport Management System. Some import standards for TMS-systems have been realised (contact your supplier), other import-modules can be made.
• If a shipment has arrived into your cargoOffice, several other things can be done with it, ie:
  • print bookingdetails
  • print stickers
  • track & trace shipments
  • dispatch shipments
  • updating shipments and shipmentstatus
  • shipmentstatus communication by using the Fleetmanagement System
  • shipment planning
  • and a lot more....

How to start, create users

First you have to create users. You are able to restrict access to users, depending on the kind of information you like to share.
Note: To create users you have to be a level-70 user yourself.

• 1. Go to your backOffice, orderentry settings and click “Add user orderentry”.
• 2. Fill in an userID. We prefer you use the current email address of this user. We know that this address is unique for this user and will not conflict with other users. We also use this address to sent notices to this user whenever a problem may occur.
  Note: this address will not be used for commercial use.
• 3. Fill in other user details. Password, Email, customerID and User group are manditory.
  • customerID: user belonging to which customer/company (allthough we suggest to use numbers, it is an alphanumeric value).
  • User Group: Customers normally gets 10, staff 20, administrators 70.
    • From level 20 users are able to get into your backoffice.
    • Level 70-users are given access to all systems.
    • Users lower than level-70 have to be added per system.
    • One exception: orderentry users are also added as users of Track&Trace.

How to use the orderentry form

Customers can access the order entry form in the frontoffice (if provided with a login code).
Staff can access the order entry form in the backoffice.
Below you see our standard order entry form. If you like different fields than contact your supplier.

• 1. Profit loss form. Per order charges and costs can be calculated to see if an order is profitable. This function is only visible for user level 20 and higher.
• 2. General data concerning shipment type and customer.
• 3. Pickup- and delivery addresses, details, dates and times.
• 4. Per customer formerly used addresses are saved. So, new order entries are processed faster.
• 5. Data entry for goods. Voor vrijwel iedere type transport (bulk, tank, distributie, etc.) beschikt LogisticPlanet over een bijpassend invoerscherm.
• 6. Wordt telkens een vast laad- en/of losadres gebruikt, dan is dit adres als standaard op te slaan. In iedere volgende order wordt dit adres dan alvast geplaatst, dit bespaart weer wat tijd.
• 7. Met de knop Wissen verwijderd u uw instellingen als zijnde de standaardinstelling.

How to automatize your order entry input

• Sent orders by using ASCII, CSV, XLS or XML.

-- RutgerRutgers - 04 Nov 2005