Orderentry Templates

About Orderentry Templates

• The orderentry template is used for sending order information about a shipment.
• Your customer can add this information by using the web interface.
• Depending on the required information, orderfields can be added or deleted in specific custom made templates.
• Added information in your orderentry templates can be transported to your TMS, often fully automated.
• Orderentry templates are also used to modify existing orders, therefore it is often important to add all relevant order fields in your template.
• In general a batch screen displays the same fields as the 'normal' orderentry template.

Index

Where to find

The order entry template is found at:

• Frontoffice -> Orderentry -> Orderentry form
• Frontoffice -> Orderentry -> Orderentry form (batch)
• Backoffice -> Shipments -> New Shipment
• Backoffice -> Shipments -> Batch Shipments -> New Shipment

Extra functions

• It is possible to install an edit function, so current shipments/dossiers could be modified from the backoffice (e.g. changing quantities, dates or addresses).
• Depending on the Cargo Office administrator wishes a custom built template can be created.
• Inside a template certain scripts could be created, so:
  • specific checks on fields could be created (if filled correctly or not).
  • values can be shown which you can control from your parameter settings.
• Some templates have attachments for a profit/loss-form. In general this is the first tab-button on the left-upper corner of the orderentry template. For description, see: ProfitLoss.
• After splitting a job extra tab-buttons can become visible, see also: SplittingJobs
• The number of goodlines could be raised. In general we suggest to raise the number of goodslines not higher than 9. If more goodlines are requested we can introduce a new tab-button with extra goodlines.
• It is also possible to use postcodes to look up (or automatically fill in) the next address details.
• On request Cargo Office Programmers are able to add functionality for delivery slots in your orderentry template.

Specific requests

• Specific templates are often created for specific customers, using specific fields.
• The amount of templates that can be added, is unlimited.
  Note: When inserting new functionality, it could be necessary to add this functionality in all templates. This will take extra time.
• Before contacting your supplier or sending us a request by using your bug tracking system, check the fieldnames you want to add/delete.
• If you want these new fields to be sent to aditional TMS-software, check these fieldnames also with your TMS supplier. Programmers need some mapping concerning length, names, position, etc.
• It is also possible to create templates in different languages.

Description of current default template

• This is the default template which most carriers are using when they start using Order Entry.
• Description how to use this template.

Different types of templates

• In the past Cargo Office Programmers have designed multiple different kinds of Order Entry templates.
• We have listed a couple of these templates, just to give you an idea of available options.
• When interested in a different type of template then the one you are using currently, sent Cargo Office Programmers a request through the report system, including a printscreen with the perfered field names and desired look & feel.

Delivery slots

• On request Cargo Office Programmers are able to add functionality for delivery slots in your orderentry template.