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

• 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:
      
      • The order output file (parameter: orderOutputType) is sent towards: (parameter: orderOutputEmailAddress)
      • Status actions (if defined) are triggered.
    • 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