Tracking Current Orders
Tracking Current Orders
One of the most valuable features of the Web Component is that it allows you to track the progress of your company’s orders. Using the Order Tracking tab, you can view the up-to-theminute status of all orders, open orders to view all of their details, and edit and cancel orders that have not been dispatched.
The Order Tracking Tab
The Order Tracking tab contains a grid that displays all current orders for your company. The grid includes any orders entered by your company’s Web Component users and by your courier company that do not have the status of Finalized.
NOTE: You can work with finalized orders on the Search tab.
For more information about the Search tab refer to “Searching Your Order History” on page 15.
The grid displays a range of information about each order, including its up-to-the-minute status.
For information about order statuses refer to “Understanding Order Statuses” on page 12.
If desired, you can open any order to view more detailed information, and edit or cancel any order on the Order Tracking tab with a status of Open.
For more information about opening, editing, and cancelling orders refer to “Viewing, Editing, and Cancelling Orders” on page 13..
Understanding Order Statuses
Your company’s orders can pass through 7 status types once they are entered:
• Open — the order has been entered in the system
• Assigned — the order has been assigned to a driver
• Dispatched — the order has been dispatched to a driver
• Picked Up — the order has been picked up
• Delivered — the order has been delivered
• Finalized — the order has been delivered, and your company has been invoiced or will be invoiced
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Tracking Current Orders
• Cancelled — the order has been cancelled
Orders that appear on the Order Tracking tab can have any status except for Finalized. Orders that appear on the Search tab can have any status.
NOTE: For more information about the Search tab refer to “Searching Your Order
History” on page 15..
You can view the details for orders with any status on the Order Tracking tab or the Search tab, but you can only edit and cancel orders with a status of Open.
NOTE: You can only edit and cancel orders that have been entered by Web
Component users in your company. To modify or cancel orders that were entered by your courier company, you must contact the courier company.
For more information about viewing order details, editing orders, and cancelling orders see below.
Viewing, Editing, and Cancelling Orders
When necessary, you can view, edit, and cancel orders that appear on the Order Tracking tab or the Search tab.
Viewing Orders
To view the details of an order on the Order Tracking tab or the Search tab, click the order number for the desired order in the
Order #
column.
If the order has any status other than Open, then the order summary screen for the order opens. If desired, you can view and reprint the waybill for an order that appears in summary form by clicking the
Reprint Waybill
button.
NOTE: You cannot edit or cancel an order unless its status is Open.
If the order has the status of Open, then the New Order screen opens displaying the details of the order. When necessary, you can edit or cancel an open order if it was entered by one of your company’s Web Component users.
NOTE: You can only edit and cancel orders that have been entered by Web
Component users in your company. To modify or cancel orders that were entered by your courier company, you must contact the courier company.
Editing Open Orders
To edit an open order, click the order number for the order that you want to edit, and then modify the order as desired in the New Order screen that opens.
TIP: If you are modifying the order several hours or days after it was originally entered, you may need to update the Ready Time or Pick Up date settings.
For information about entering information in the New Order screen refer to “Entering Orders” on page 5.
After you edit the order, click
Quick Order
if you want to enter the modified order immediately
.
When you click Quick Order, the order is modified in the system and an updated waybill for the order appears with the original order tracking number unchanged.
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Tracking Current Orders
If you want to view a summary for the modified order, click
Continue
. For more information
about order summaries refer to “Viewing Order Summaries” on page 10.
Cancelling Open Orders
To cancel an open order, click the order number for the order that you want to cancel, and then click the
Cancel Order
button in the New Order screen that opens.
When you click Cancel Order, the order is immediately cancelled, and you are returned to the
Order Tracking or Search tab.
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