Managing Orders
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      Transport Orders Page

      Introducing Transport Orders page, a customisable and dynamic view of all your transport orders

      Click Here to download our Transport Orders Navigation Guide to share with your colleagues.

      Overview

      Transport Orders provides a user-friendly and customisable screen where you can conveniently view all your orders. This allows you to easily focus on the information that is most important to you.

      Functionality includes:

      Order Search

      To search for a list of IDs or a specific ID, simply click on the 'Search' option located in the top left corner. You can separate these IDs by spaces or commas, and the search will provide you with partial results.

      If you want to adjust the date range, you can easily do so by selecting 'Today' next to the search button. This allows you to find orders within a dynamic or specific timeframe.

      Column Filters

      Using the menu bar at the top of each column, the results can be arranged as follows:

      • Sort by ASC - Sort by column in ascending order
      • Sort by DESC - Sort by column in descending order
      • PIN to Left - Moves column to the left of the screen and pins in view so it is always seen when scrolling horizontally.
      • PIN to Right - Moves column to the right of the screen and pins in view so it is always seen when scrolling horizontally.
      • Filter - Add additional filter criteria for the column as per below:
        • Each column has the option to add further rules in returning values to ensure only the orders required are displayed.
        • Select X to remove a single line or Remove All to remove all filters

      Filter Results

      To find specific results, the search bar in the top right will filter results currently on display.

      Rearrange, Manage and Save Columns

      move column

      Columns can be rearranged by clicking and dragging the column to the desired position.

      To manage the displayed columns, select the icon, this will present a list of all columns available. Here you can search and select specific or all columns to view.

      To save a specific view for future reference, select Save selection as preset. 

      The Preset tab shows quick views including any saved Personal presets.

      To set a preset as your default view for future visits to the page, click on the tick icon and ensure it is highlighted in yellow.

      Download Documents

      To download documents, select the results you want to download the documents of, then select the Documents button, and the required document.

      Export to CSV

      Displayed or selected results can quickly and easily be exported by selecting the export button in the top right. 

      Selecting the export icon will create and download a CSV of either:

      • All displayed results
      • All selected results (If results have been selected)

       

      Order Actions

      Bulk actions can be performed on orders using the action buttons above:

      • Assign: Assign relevant orders to drivers.
      • Transfer: Move applicable orders to delivery partners.
      • Complete: Mark orders as completed on behalf of drivers.
      • Withdraw: Retract orders that have been transferred.
      • Cancel: Cancel a specific order.