OrderentryTemplates < Cargooffice

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---++ 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

%TOC{depth="6"}%
---+++ Where to find

The order entry template is found at:
   * Frontoffice -&gt; Orderentry -&gt; Orderentry form
   * Frontoffice -&gt; Orderentry -&gt; Orderentry form (batch)
   * Backoffice -&gt; Shipments -&gt; New Shipment
   * Backoffice -&gt; Shipments -&gt; Batch Shipments -&gt; 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 [[DeliverySlots][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.<br /> 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

<img alt="templates01.png" height="524" src="%ATTACHURL%/templates01.png" title="templates01.png" width="500" />
   * This is the default template which most carriers are using when they start using Order Entry.
   * Description [[OrderentryStart#Description_default_orderentry_t][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 [[OrderentryTemplatesTypes][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 [[DeliverySlots][delivery slots]] in your orderentry template.

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	templatesoe02.gif	r1	manage	66.6 K	2006-06-20 - 14:51	RutgerRutgers	Container template 1
gif	templatesoe03.gif	r1	manage	45.1 K	2006-06-20 - 15:11	RutgerRutgers	Container template 2
gif	templatesoe04.gif	r1	manage	51.0 K	2006-06-20 - 15:23	RutgerRutgers	Tank template
gif	templatesoe05.gif	r1	manage	45.8 K	2006-06-21 - 08:23	RutgerRutgers	Auto template
gif	templatesoe06.gif	r1	manage	44.7 K	2006-06-21 - 08:31	RutgerRutgers	Collective template
gif	templatesoe07.gif	r1	manage	54.9 K	2006-06-21 - 09:16	RutgerRutgers	Air cargo transport
gif	templatesoe08.gif	r1	manage	43.6 K	2006-06-21 - 10:19	RutgerRutgers	Maintenance template
gif	templatesoe09.gif	r1	manage	51.1 K	2006-06-21 - 10:33	RutgerRutgers	Boat template
gif	templatesoe1.gif	r1	manage	72.1 K	2006-06-20 - 14:28	RutgerRutgers	Default template
gif	templatesoe10.gif	r1	manage	46.5 K	2006-06-21 - 10:44	RutgerRutgers	Fruit template
gif	templatesoe11.gif	r1	manage	52.9 K	2006-06-21 - 11:29	RutgerRutgers	Courier template
gif	templatesoe12.gif	r1	manage	75.6 K	2006-06-21 - 12:13	RutgerRutgers	Combined template
gif	templatesoe13.gif	r1	manage	45.5 K	2006-06-26 - 10:18	RutgerRutgers	Distribution template
gif	templatesoe14.gif	r1	manage	43.7 K	2006-06-26 - 10:33	RutgerRutgers	FTL template
gif	templatesoe15.gif	r1	manage	44.0 K	2006-06-26 - 10:38	RutgerRutgers	LTL template
gif	templatesoe16.gif	r1	manage	44.0 K	2006-06-26 - 10:42	RutgerRutgers	Payment assignment template
gif	templatesoe17.gif	r1	manage	77.9 K	2006-06-26 - 11:34	RutgerRutgers	Charge to template
gif	templatesoe18.gif	r1	manage	21.6 K	2008-08-19 - 14:10	RutgerRutgers	Expedition container template
gif	templatesoe19.gif	r1	manage	29.9 K	2008-08-19 - 14:13	RutgerRutgers	Expedition template

Topic revision: r14 - 2019-03-15 - RutgerRutgers