TracktraceOrderoverview < Cargooffice

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---++ Overview Active shipments

<br />%TOC{depth="6"}%
---+++ Where to find
   * for company staff:
      * Backoffice -&gt; Shipments -&gt; Active Shipments
      * Backoffice -&gt; Dispatch -&gt; Shipments
      * Backoffice -&gt; Track & Trace system -&gt; Active shipments of all customers.
   * for customers: level 10-users are only able to see their own (customerID) shipments.
      * Frontoffice -&gt; Orderentry -&gt; Active shipments
      * Frontoffice -&gt; Track & Trace -&gt; Overview of active orders
---+++ Extra functionality
   * By default shipments are deleted after six weeks. <br />By request it is possible to implement the [[HistorySystem][history system]], then shipments are available for at least 1 year.
   * Display of [[TrackTraceMultipleGoodslines][multiple goodlines]] inside shipment overview.
---+++ Explanation functionality

<A HREF="%ATTACHURL%/tracktrace4.gif"><img vspace="10" width="500" alt="" src="/pub/Cargooffice/TracktraceOrderoverview/tracktrace4.gif" title="Overview Active shipments (click for enlargement)" border="0" /></A>

---++++ 1. Add Shipment

Adding a new shipment, by using orderentry: see [[OrderentryStart][How to enter an order]].
---++++ 2. Download CSV

Download all selected orders as a CSV-file on a local computer or network.<br /> CSV-files are easily imported into openOffice or into Microsoft excel software.
---++++ 3. Date selection
   * _Today-_ shows all shipments of delivery dates from the past.
   * _Today+_ shows all shipments of future delivery dates.
   * When using _Period_ a selection of shipments can be made between two delivery dates.
   * _Month_ shows all shipments from the selected month.
---++++ 4. Search function
   * allows you to search a column for a specific value (don't forget to press "go").
   * Multiple columns can be searched by adding an ampersant (&) and an extra column, for example: From=Amsterdam&To=Paris&Customer=12345
   * Advanced users may use [[http://en.wikipedia.org/wiki/Regular_expression][regular expressions]], for example: Postcode=/^[3-5].*/
   * New columns can be added to this list of active shipments via parameter [[ParametersTracktraceDefault][ttinfolistcolumns]].
   * Create 'filters' for commonly used searches, see the next item.
---++++ 5. Filters
   * Specific filters can be created. When using this option do not forget to checkmark it and press "go".
   * For more documentation, see: [[TracktraceFilters][How to use filters]].
---++++ 6. Shipments per page
   * Select the amout of shipments you like to have displayed per page.
   * Also see parameter: [[ParametersTracktraceDefault#ttinfolist_NumResults][ttinfolistNumResults]].
---++++ 7. Ascending/descending
   * Decide if you want your results to be shown ascending or descending.
   * The way results are sorted could also depend the way you have selected your column headers (see 9).
---++++ 8. Show booking details
   * Clicking the link of a particulair order (dossier or shipmentID) will show all booking details including all statusses of this particulair shipment.
   * The display of booking details is template based, read more in [[BookingTemplates][Booking templates]]
---++++ 9. Sorting

Three different sortings can be made.
   * The darkest colour is the first sorting, the lightest colour is the last sorting.
   * After a first sorting is made, results can be the same. When results are the same then a second (and third) sorting can be made, so a more refined list of results can be presented.
   * _Note:_ A coloured head will disappear when clicking on it. A colour head will appear when clicking on a non-coloured head.
   * _Note:_ Status field is mandatory inside the column display.
---++++ 10. Map system

Clicking the green arrow displays a map.
   * Depending of your setting of your parameter [[ParametersTracktraceDefault#mapsystem][mapsystem]] you are linked to a mapsystem.
   * When pickup addresses and delivery addresses are correctly filled in, google maps serves you an option to calculate distances, see: [[ProfitLoss][ Calculate Route]].
   * In another grid-version, there is an option to group buttons like these. Wether to install this option or not, use parameter [[ParametersTracktraceDescription][ttinfoGroupButtons]]
---++++ 11. Edit shipment status
   * For every selected shipment, new statussus can be given in. Read more in: [[ShipmentStatus][Shipment status]].
---++++ 12. Edit/Modify shipment
   * Edit this particulair shipment.
---++++ 13. Resend order
   * Resend this particulair shipment, see: [[OrderResend][How to resend orders]].
   * <i>This can also be done by 14).<br /></i>
   * In another grid-version, there is an option to group buttons like these. Wether to install this option or not, use parameter [[ParametersTracktraceDescription][ttinfoGroupButtons.]]
---++++ 14. Options for multiple selected shipments
   * All shipments can be selected.
   * Selecting all shipments or deselecting all shipments can be done by clicking the selection box located on top of all selection boxes.
   * For one or more selected shipments simultaneous actions can be performed, like resending orderoutput, printing stickers or showing bookingforms.
      * For more information about "Print stickers", see: [[PrintStickers][Print stickers]].
      * For more information about "Show bookingform(s)", see: [[ViewBookingDetails][Booking details]].
      * For more information about "Show BOL", see: [[BolTemplates][BOL templates]].
      * For more information about "Show CMR", see: [[CmrTemplates][CMR templates]].
      * For more information about "Show pick-up list", see: [[PickupList][Drivers Pickup List]].
      * For more information about "Change status", see: [[ShipmentstatusEdit][Modifying shipment status]].
      * For more information about "Transport Guide", see: <a href="StartupGuideTransportGuide" target="_blank">Start up Guide</a>
      * For more information about "Send invoiceOutput", see #1.: [[InvoicedTobe][To be invoiced]].
      * With the selection "Freight Exchange: Create offer / Remove offer", this order is created/removed in your Freight Exchange, see: [[FreecargoQuickStart][Freecargo Quick Start]].
---++++ 15. Feedback option for users per shipment

It is optional to have a feedback form installed.<br />Customers are then able to leave comments about their shipments, report manco's, sent compliments, etc. <br /><img alt="feedback1.png" height="341" src="%ATTACHURL%/feedback1.png" style="border: 1px solid #000000; margin-top: 10px; margin-bottom: 10px;" title="feedback1.png" width="465" />
   * 1. Click the action button of the shipment
   * 2. select the Feedback option.
   * 3. See the description of the [[FeedbackDefault][default feedback application]].<br />
      * Per carrier different forms can be created.
   * If interested in this option, sent Cargo Office Programmers a request.
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	tracktrace4.gif	r2 r1	manage	103.4 K	2007-08-14 - 11:19	RutgerRutgers	Overview active shipments
Topic revision: r17 - 2021-03-02 - RutgerRutgers