Multi-Segment Order Profiles

A default Multi-Segment Order Profile has been created to streamline status updates across segmented orders. This feature improves consistency, reduces manual updates, and makes managing multi-segment orders more efficient.

Key Details

• A single default Multi-Segment Order Profile is available in this release.

• It is automatically created and assigned to all accounts.

• The profile includes one configurable option:
  Update segments status automatically on last segment status update

• By default, this option is unchecked to preserve existing behavior.

• The profile applies only to newly created orders and does not affect existing ones.

Behavior When Option Is Unchecked (Default)

System behavior remains unchanged from previous releases:

• Last segment picked up

  • If the multi-segment order is in Received status, it is updated to Picked Up.

  • Other segments remain unchanged.

• Last segment delivered

  • If the multi-segment order is not yet delivered, it is updated to Delivered.

  • Other segments remain unchanged.

• Last segment cancelled

  • No status changes are made to the multi-segment or its segments.

Behavior When Option Is Checked

Statuses are automatically cascaded across segments when the last segment is updated:

• Last segment picked up

  • All previous segments (not cancelled or delivered) are updated to:

    • Picked Up and then Delivered, using the last segment’s pickup date/time.

  • The multi-segment order is also updated to Picked Up (using the last segment’s pickup date/time).

  • Signatures and Signed By fields remain empty.

• Last segment delivered

  • All previous segments and the multi-segment (not cancelled or delivered) are updated to:

    • Picked Up (if not already)

    • Delivered using the last segment’s delivery date/time.

  • Only the multi-segment order receives the signature and Signed By information (if available).

• Last segment cancelled

  • All previous segments and the multi-segment (not already delivered or cancelled) are updated to Cancelled.

Configure the Default Multi-Segment Order Profile

1. Go to Accounts > Multi-Segment Order Profiles.

2. Choose one of the following:

   • Enable automatic updates: Check Update segments status automatically on last segment status update and click Save.

   • Preserve previous behavior: Uncheck the option and click Save