Orders – Feature Overview

This article outlines the available features when managing orders, including how pickup and delivery windows work, what happens when changing the account on an order, date entry behavior, additional columns in the order list, scroll bar placement, and clickable email fields.

1. Pickup and Delivery Windows

• The Pickup and Delivery Windows display the "Ready At" time based on the selected Service Level.

• The "To" time (end of window) for both pickup and delivery is calculated and displayed only after entering both Pickup and Delivery addresses.

2. Changing the Account on an Order

When an order is assigned to a different account, certain fields are adjusted based on the new account's parcel type schedule.

Scenarios:

A. Parcel Type Not Found in New Parcel Type Schedule

• The parcel type with the lowest ID or ranking in the new schedule is used.

• The following fields are copied:

  • Quantity

  • Description

  • Barcode

  • Weight

• Dimensions:

  • If the new Parcel Type is customizable, existing dimensions are copied.

  • If not, default dimensions from the new Parcel Type are used.

B. Parcel Type Found in New Parcel Type Schedule

• The following fields are copied:

  • Quantity

  • Description

  • Barcode

  • Weight

  • Dimension

In Both Cases:

• User item fields are copied if they match by ID; otherwise, they are removed.

• Exception codes are copied only if they exist in the new account; otherwise, they are removed.

This logic applies to both individual orders and order templates, including those created via API.

3. Typing in Date Fields

Users can manually enter dates in the following fields on the order creation screen:

• Ready At

• Pickup Start / End

• Delivery Start / End

Entry Behavior:

• Month:

  • Starting with 0: waits for the second digit.

  • Starting with 1: auto-fills 01 unless followed by 0, 1, or 2 to complete 10, 11, or 12.

  • Typing 2 or higher: auto-formats with a leading zero and moves to the day.

• Day:

  • Starting with 0: waits for a second digit.

  • Starting with 1, 2, or 3: auto-fills with a leading zero unless another digit is added.

  • Starting with a number greater than 3: auto-fills and advances to the year.

4. Order List Columns

The Order List can display two optional columns:

• Recurrence Name – shows if the order was generated from a recurring schedule.

• Template Name – shows if the order was created from a template.

How to Enable:

1. Go to the Order List.

2. Click the Settings (⚙️) icon.

3. Open the Columns panel.

4. Select Recurrence Name and Template Name.

5. Scroll Bars in the Order List

The horizontal and vertical scrollbars are located at the edges of the grid rather than the browser window. This keeps:

• The header visible for context.

• The pagination controls accessible while scrolling.

6. Clickable Email Addresses in Order Details

Email fields within the Order Details are clickable, allowing users to quickly send emails from their default email application.

Clickable sections include:

• Account Contact

• Account Caller

• Pickup Notes

• Delivery Notes

• Customer Notes

How It Works:

1. Open the Order Details.

2. Click an email address.

3. Your default mail client opens with the address pre-filled in the To field.