Orders

Orders


Working with orders is the main function of the application. The orders contain information about the goods to be delivered, the client's contact information, delivery time and so on. During planning, routes are built from the orders. 

There are two ways to add orders to the application:
  1. create manually
  2. import from XLSX and CSV files
To open the menu for working with orders, expand the Planning item in the navigation bar. 


Creating Orders

To create an order, select New Order in the Planning section of the navigatiom bar
The new order window consists of 5 blocks: order parameters, map, custom fields, client contact details and attachments 

Order Parameters

  1. Order Name - the name of the order
  2. Type - the type of order. There are two types of orders:
    1. single orders which go to the history after their fulfilment and disappear from the Planning page
    2. permanent orders for which only time and no date is indicated in the delivery interval and which are constantly displayed on the Planning page
  3. Address - the delivery address. you can specify  is in one of the following ways:
    1. indicate the address
    2. indicate the coordinates in the "latitude, longitude" format
    3. indicate the geofence name
    4. place a marker on the map
  4. Cost - the cost of goods in the order. The monetary units in which the cost should be displayed can be specified on the General tab of the settings. 
  5. Radius (m) - the area around the delivery point within which the order can be fulfulled of the Not to confirm orders outside the radius option is enabled. You can only specify a whole number. If you indicate a geofence as the address, the radius is counted from its center.
  6. Weight (kg) - the weight of goods in the order. This value can be taken into account upon distributing orders among units. 
  7. Volume - the volume of goods in the order. You can change the unit of volume measurement on the General tab of the settings.  
  8. Service time - the approximate time of unloading or loading goods. It is taken into account when planning and calculating the automatic termination time of the route
  9. Priority - the order priority expressed as a number from 1 (low) to 99 (high). The priority is taken into account when planning the route. The priority is taken into account when planning the route. The higher it is, the higher the chance that the order will be among the first ones to be visited without delay. In addition, if the Exclude orders from the route action is selected in the Route restrictions section of the settings, then the orders of a lower priority will be excluded if the restrictions are violated. 
  10. Delivery Requirements - the requirements which should be taken into account when fulfilling this order. At the second stage of planning, units with the same requirements specified in ths field are selected in the filter automatically. The list of available requirements is formed according to the values specified in the settings of the Delivery requirements tab. 
  11. Not to confirm orders outside the radius - the option which, when activated, allows a driver to confirm the order only within the specified radius from the place of delivery.
  12. Strict delviery interval - the option which allows planning the route adhering to the indicated delivery intervals. The option works even if the cost-effective mode is selected in the optimization settings. 
  13. Service within delivery interval - the option which allows including the service time in the delivery interbal when it is possible. This means that in some circumstances the service time can't be included in the delivery interval. If the service time is incliuded in the delivery interval the driver should not only arrive at the route point, but also attend to the client within the delivery interval. Otherise it will be considered that the point has been visited late
  14. Comment -a comment on the order
  15. Tags - custom keywords which you can use to sort order on the Planning page. To add a tag, type its text in the field and press Enter. 
  16. Note - infortmation relating to the order, which you can also specify in the window for editing unit properties. The drop down list contains the values specified in the Comment field of the unit properties in Trackd. Filling in the Note field for an order or a unit allows filtering units at the second stage of planning. To filter units, you can also use the Delivery requirements function. It is advisable to use is because in this case, the unit filter is configured automatically. 

Custom Fields

In this section, you can fill in the custom fields created on the same name tab of the settings.


If you have saved a custom field in the order and then deleted it in the settings, it remains in the order. If you want to delete it, point to the line with the field and click on the icon 
The inidcated values of the custom fields are displayed:
  1. in the table on the Planning page
  2. in a report on routes and orders
  3. in the mobile application of the corresponding option is activated in the settings

Map

The marker on the map shows the address specified in the order parameters. To change the address, drag the marker. Instead of entering the address manually, you can just click on the map in the required place. 

Client Contact Details

The clients contact information is required so that the driver can contact the client using the Logistics Mobile app. It is also required for sending notificaitons.

  1. Client name - the name of the client
  2. Phone 1, Phone 2, Email - the phone numbers and email address of the client
  3. Notification method - the method which should be used to send client notifications. By default, the same options are enabled as in the settings of the Order parameters section

Attaching Files

You can attach one or several files to the order and the drive will be able to see them in the order in the mobile application. 



To attach a file, click on the icon , select the file on your device, and click Save after filling in all the required fields in the window. 
You can also attach and delete files at the first planning stage and in the information block of the order after creating a route. 
After the order is fulfilled, you can find the attached files:
  1. in the information block of the order if the route has not been sent to the history yet
  2. in the Comment column of the report if the route is stored in the history

Importing Orders

You can not only create orders manually, but also import them from files containing tables with data on the orders. XLSX and CSV (in UTF-8 encoding) files are supported. 
  1. For correct import, the date and time format should be the same in the imported file, application settings, and user settings in the monitoring system. In addition, when importing from a CSV file, the column separator in the file should be the same as in the application settings. To separate several delivery requirements or several tags in the file, use the character |.

To import orders, follow the steps below.

  1. Select Import orders after expanding the Planning item in the navigation bar

  2. Click Select file and select the file from which you want to import data
  3. If necessary, select the existing template or create a new one (the Add template button)
  4. Click Import
  5. Enable the Exclude first line option in the table of orders if the file has its own column headings
  6. Select column headings in the drop-down lists. The Address, Time from and Time to columns are required
  7. Select the orders you want to import. To edit a cell, click on it, make changes and save them. Enable the Repeated orders option if these orders should be fulfilled several times
  8. Click Save

Import Templates

Import templates are column headings saved in a certain sequence. They are required so as not to select column names in the import table manually. You can create templates in the window of selecting a file for import (the Add template button) or in the table at the next stage of import (the icon  in the lower-left corner). In the template creation window, specify the template name, edit the set of columns if necessary and save the changes. 


The list of the created templates is shown in the window of selecting a file for import. Here you can also copy, edit and delete templates (the icon  opposite the template name)

Import Table
After the import, the data from the file is shown in a table. In the table, you can select orders and edit their data. The names of the columns and their contents correspond to the fields of the order creation/editing window, that is, these fields will be filled in after you save the imported orders. If some data is missing in the import table, the fields in the orders are filled in automatically with the values specified on the General tab of the settings (the Order parameters section). In the empty Time from and Time to columns, the time is automatically indicated for permanent orders, while the date of the next day and time is indicated for single ones.

The Exclude first line option allows hiding the first line of the file if it has its own column headings.

If the table contains orders with incorrect address information, the lines with such orders are highlighted in red and placed at the beginning of the table after selecting the Address column.


Exporting Orders

You can export orders as a table to XLSX and CSV files. The table columns are the same as the order parameters. You can use the files with the orders for import, integration with other systems, and so on.

To export orders, follow the steps below.

  1. Go to the Planning page
  2. Select the orders you want to export
  3. Click on the icon   in the information block
  4. In the dialog box that opens nect, specify the name of the file to which the orders should be saved
  5. Select the file type: XLSX or CSV. For the CSV format, you can specify the seperator that should be used between the columns
  6. Disbale the Include headers option if you don't want the column names to be displayed in the table
  7. Click Export

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