This guide provides an overview of the Orders tab and outlines the sequence of articles, helping you learn and apply them effectively within the tab.

Introduction:

Welcome to the Orders tab, your main tab for managing all order-related tasks efficiently. This tab allows you to handle everything from order creation and updates to advanced filtering, and managing order details.

What can you do under the Orders Tab?

In the Orders tab, you can create new orders manually or using customized templates, update order details like sender/receiver information and cargo items, and apply various filters to easily find specific orders. You can also manage order status, services, and other related information. Additionally, the tab allows you to perform actions on orders such as assigning them to trays or vehicles, forwarding them to a partner company, creating duplicate orders, and more.

Here are informative articles to learn how to create and manage orders within the 'Orders' section:

Creating Orders Manually: How to create orders manually

Entering Valid Data under 'Sender and Pickup': How to enter valid data under 'Sender and Pickup'

Entering Valid Data under 'Receiver and Delivery': How to enter data valid data under 'Receiver and Delivery'

Adding 'Mandatory Instruction Review' during Order Creation: How to add 'Mandatory instruction review' during order creation

Entering Valid Data under 'Cargo Items': How to enter valid data under 'Cargo items'

Entering Valid Data under 'General Information': How to enter valid data under 'General information'

Selecting Order Mode under 'Assignment': How to select order mode under 'Assignment'

Adding Custom Fields during Order Creation: How to add custom fields during order creation

Double-Checking Order Details in Summary Section during Order Creation: How to double-check the order details in the summary section during order creation

Viewing 10 Recent Orders on Order Creation Page: How to view the 10 recent orders on order creation page

Here are informative articles to help you customize and manage the order creation templates within the 'Orders' section:

Creating Custom Templates for Order Creation Form: How to create custom template for the order creation form

Creating Orders Using Customized Order Templates: How to create orders using customized templates

Deleting Customized Order Creation Templates: How to delete customized order creation templates

Switching from a Customized Template to the Default Order Form: How to switch from a customized template to the default order form

Here are informative articles to help you view and understand the different sections of the 'Order Details' page:

Understanding 'Order Teil' View: Understanding the 'Order List' view

Opening and Viewing 'Order Details': How to open and view the 'Order Details' of a specific order

Viewing 'Track and Trace' Tab: How to view 'Track and Trace' of a specific order

Understanding 'Order Details' Section: Understanding 'Order Details' on the Order Detail page

Understanding 'Cargo Items' Section: Understanding 'Cargo Items' on the Order Detail page

Understanding 'General Information' Section: Understanding 'General Information' on the Order Detail page

Editing 'Order Details': How to edit 'Order Details' of a specific order

Here are informative articles to learn how to filter your orders within the Orders Tab using different filter options:

Quick Overview of Diferent Filters Methods: What methods are available for filtering my orders

Filtering Orders by 'Sender or Receiver' Name: How to filter orders by 'Sender or Receiver' name within the orders tab

Filtering Orders by 'Order Number' or 'Requisition': How to filter orders by 'Order number' or 'Requisition' within the orders tab

Understanding 'Advanced Search' Filter: Understanding the 'Advanced search' filter options

Filtering Orders Using 'Advanced Search': How to filter orders using 'Advanced Search' in the orders tab

Understanding 'Status' Filter: Understanding the 'Status' filter options

Filtering Orders Using 'Status': How to filter orders using 'Status' in the orders tab

Understanding 'Services' Filter: Understanding the 'Services' filter options

Filtering Orders Using 'Services': How to filter orders using 'Services' in the orders tab

Filtering Orders by 'Trays' and 'Vehicle/Driver': How to filter orders by any 'Trays' and 'Vehicle/Driver' in the orders tab

Filtering Orders by 'Unknown Address' Option: How to filter orders by the 'Unknown address' option in the orders tab

Understanding 'Bekey Status' Options: Understanding the 'Bekey status' filter options

Filtering Orders Using 'Bekey Status': How to filter orders using 'Bekey status' in the orders tab

Understanding 'Instruction Status' Options: Understanding the 'Instruction status' filter options

Filtering Orders Using 'Instruction Status': How to filter orders using 'Instruction status' in the orders tab

Here are some useful features and tips to help you the Orders Tab:

Adjusting Page Length of Orders List: How to adjust the page length of the orders list under the orders tab

Navigating to Next Page of Orders List: How to go to the next page of orders list in the orders tab

Viewing Total Count of Orders: How to view the total count of all orders

Viewing Full List of Orders: How can I view the full order list

Resetting All Filters at Once: How to reset all filters at once

Quickest, Effort-Saving Features for Managing Multiple or Single Orders: 'Three Dots Features':

Selecting All Orders at Once: How to select all orders at once and perform actions together

Managing Order Assignments and Unassigning: How to manage order assignments and unassign from 'Trays', 'Vehicles', or 'Routing Rules' in a single popup

Unassigning Any Order or Multiple Orders: How to unassign any order or multiple orders

Creating a Duplicate Order: How to create a duplicate order

Printing Bills for One or Multiple Orders: How to print bills for one or multiple orders

Printing Labels for One or Multiple Orders: How to print labels for one or multiple orders

Direct Option to Send Orders to 'Routing Rules': How to use the direct menu option to send orders to 'Routing Rules'

Forwarding or unForwarding Orders: How to forward or unforward orders to a partner company

Check the app's status here. If you can't access Dropboy, chat or report issues

Updated on: 21/11/2024