OrderentryStart < Cargooffice

---++ How to enter a order

%TOC{depth="6"}%
---+++ About
   * Customers can access the order entry form in the Front Office (if provided with a login code).
   * Staff can access the order entry form also from the Back Office.
   * Displayed below is the [[OrderentryStart#Description_default_orderentry_t][default order entry template]]. If you are looking for [[OrderentryTemplatesTypes][another type of template]] or if you want this template to be adjusted, than contact your supplier.
---+++ Description default orderentry template
| <img alt="" src="%ATTACHURLPATH%/OrderEntry2.png" /> |

---++++ 1. Shipment data
   * Contains general data concerning shipment and customer.
   * Staff users are able to enter a different customer ID, and thus forwarding this order to a different customer (number).
   * Per customer different values for Shipment Type can be added through parameter: [[ParametersOrderentryForm#5_deliveryType][deliveryType]].
   * Per customer different values for valuta of Cash on Delivery can be added through parameter: [[ParametersOrderentryForm#3_currency][currency]]
---++++ 2. Pick-up and Delivery details
   * All default field names about pick-up and delivery are listed.
   * Some address details are automatically filled in the moment the user inputs something in the Name-field. If you want an adjustment what is displayed, contact Cargo Office Programmers.
   * It is also possible to use postcodes to look up (or automatically fill in) the next address details.
   * The yellow displayed fields are required to be filled in. Per customer other restrictions can be set by using parameter: OrderFormRestrictions.
   * Per customer different values for Country can be added through parameter: [[ParametersOrderentryForm#2_country][country]].
---++++ 3. Select an address
   * Formerly used addresses are saved per customer. This helps the user to process new order entries faster.
   * If you want large amounts of customer addresses to be inserted into your system, contact your supplier.
   * For an overview of all inserted addresses inside your Cargo Office, see: [[CustomerAddresses][Customer addresses]]. In this function you are also able to change or to add new addresses.
   * Inside Cargo Office there is an option for an address code per customer. If interested [[AddressCodes][read more]].
   * If you want to give your users the opportunity to modify relevant address details, you can make this fields editable through parameter: [[ParametersOrderentryTranslation#7_user_EditableAddressFields][userEditableAddressFields]].
---++++ 4. Pick-up and delivery date
   * By default pickup date is set on the date the user visits this screen. By default delivery date is set one day later.
   * These settings can be adjusted by using parameters [[ParametersOrderentryForm#9_pickupDate][pickupDate]] and [[ParametersOrderentryForm#4_deliveryDate][deliveryDate]].
---++++ 5. Goods details
   * Cargo Office expects that per shipment at least one goods line is filled (a shipment without goods is not a shipment).
   * When inserting value -1 for quantity that particulair goods line will be deleted from the order.
   * Per customer different values for Unit can be added through parameter: [[ParametersOrderentryForm#7_packing][packing]]
   * Per customer different values for Goods can be added through parameter: [[ParametersOrderentryForm#6_goodsID][goodsID]]
   * Per customer different values for Type can be added through parameter: [[ParametersOrderentryForm#8_palletID][palletID]]
   * By default a function is included that calculates Volume from Size per goodsline. On request Cargo Office Programmers can create other calculate functions.
   * By default totalization for all goods lines is included for Quantity, Pallets, Volume, Weight and Loadmeters.
---++++ 6. Remarks
   * Option to add remarks about this particulair shipment.
---++++ 7. Charges for invoicing
   * This part is only visible for staff users (userlevel 20 +).
   * This part is used to calculate profit-loss details per shipment as well as for invoicing.
   * If an order is split into multiple sub shipments (so called .01 , .02, etc, orders), this part is only displayed for the original order (so called .00-part). So the transport company is able to invoice the original order and not the splitted parts created by the transport company self.
   * [[ChargesForInvoicing][More explanation]] about default functionality.
---++++ 8. Submit button
   * By pressing "Submit", all inserted data is sent:<br />
      * to your Cargo Office, see [[TracktraceOrderoverview][Active Shipments]].
      * in a data format as is specified in parameter: [[ParametersOrderentrySpecific#order_OutputType][orderOutputType]].
      * with transport method as is speciefied in parameters: [[ParametersOrderentrySpecific#order_OutputEmailAddress][orderOutputEmailAddress]] and [[ParametersOrderentrySpecific#order_CopyEmailAddress][orderCopyEmailAddress]].
      * __Note:__ numerous options are availble to forward this order automatically to other Cargo Offices, TMS-systems or subcontractors. Tell Cargo Office Programmers about your wishes, by using the [[BugtrackingDocumentation][Feedback]] function.
---++++ 9. Clear form button
   * By using the "Clear" button all present data in the form is cleared as well as all present saved default settings.
---++++ 10. Save defaults button
   * By clicking the "Save defaults" button all present data entries are saved and will turn up when this user enters a new order.
   * To empy "Saved defaults" values:<br />
      * 1. Click "Clear form" button, so all values of that moment are cleared.
      * 2. Click "Save defaults" button, so all fields are stored with empty values.
---++++ 11. Repeat button
   * By clicking the "Repeat" button, a new order is created with the current values that were displayed in the current form.
---+++ Splitted orders or sub shipments

<img alt="chargesForInvoicing02.png" height="64" src="%ATTACHURL%/chargesForInvoicing02.png" title="chargesForInvoicing02.png" width="174" />

   * Batch orders or orders that are edited can be split into so co called sub shipments (.01, .02, etc).
   * Splitting an order can be usefull, when:<br />
      * parts of the order has to be picked up or delivered at different addresses.
      * the order has to be dispatched to different trucks or subcontractors.
   * These sub shipments (.01, .02, etc) will become visible in tabs in the top corner of the order entry template.
   * _Charges for Invoicing_ is only be visible for the main order (so called .00-order). If you need [[ChargesForInvoicing][ _Charges for Invoicing_ ]] also for sub shipments, then send Cargo Office Programmers a request.
---+++ General information
   * All dropdown-boxes have values which can be modified per customer, see: [[ParametersOrderentryDescription][orderentry parameters]].
   * "Under water" and unrecognisable for most users this template contains checks concerning data-import. If desired Cargo Office Programmers can add more checks and functions.
   * Some fields inside this template are manditory. Inside [[TransportorderFields][Current transport order fields]] the manditory fields are listed.
   * Please note that the above shown orderentry form is only the most used orderentry form.
      * The orderentry form is template based. We know every company is different, so we've made a lot of different templates, using a lot of different fields.
      * For a list of other orderentry templates, see: [[OrderentryTemplatesTypes][Other orderentry templates]].
      * It is possible to show a different template per customer, by using parameter: [[ParametersOrderentryDescription#order_FormType][orderFormType]].
      * For all current used fields, see: [[TransportorderFields][Current transport order fields]].
      * Contact your supplier whenever you have special wishes concerning your data-entry import or sent us a request by using Feedback system, see: [[BugtrackingDocumentation][How to add a report]].

---+++ Parameters
   * There are several parameters and settings that influence order entry.
   * You will find the most important parameters here: [[ParametersOrderentryDescription][Order Entry Parameters]]
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	OrderEntry2.gif	r2 r1	manage	74.8 K	2011-10-04 - 14:39	RutgerRutgers	Default orderentry screen
This topic: Cargooffice > OrderEntry > OrderentryStart
Topic revision: r15 - 2021-10-14 - RutgerRutgers