Creating User-Defined Fields for Orders

Route4Me is compatible with such e-commerce platforms as ShopifyMagentoWooCommerce, BigCommerce, osCommerce, Squarespace, Volusion, and other resources that are widely used by many businesses for supporting their e-commerce sites. To make your routing operations and logistics transactions as easy and fast as possible, Route4Me enables you to effortlessly import all your orders from various e-commerce platforms and use them for planning efficient and optimized routes. In addition to planning entirely new routes with imported orders (learn more) and inserting your orders into the best routes (learn more), you can also create bespoke order statuses to accommodate the particular needs of your business or unique business model.

 

To create custom statuses for your orders, first, go to “Orders” from the navigation menu.

Creating User-Defined Fields for Orders

 

In the Orders List, go to “Edit” and then select “Manage custom fields” from the menu.

Creating User-Defined Fields for Orders

 

Alternatively, click on one of the corresponding buttons in the “User-Defined Fields” tab when editing an existing or creating a new order.

Creating User-Defined Fields for Orders

 

Next, on the User-Defined Fields page, click on the “Create New Field” button in the top left corner of the screen.

Creating User-Defined Fields for Orders

 

In the “Field Editor” window, fill out the following fields:

  • – Field Name: Unique field identifier that cannot be changed once set (not displayed in UI);
  • – Field Label: The text that represents the corresponding field in various UI elements and reports (i.e., when creating new or editing the existing orders, etc.);
  • – Column Short Caption: This field is displayed in the header of the Orders List. Since full field labels are too big to be fully displayed in the header of the Orders List, use abbreviations of field labels (or any other preferred identifiers) to fit them into the header.

After filling out the corresponding fields, click on the “Save” button to finish.

Creating User-Defined Fields for Orders

 

Once the user-defined field is created, it is displayed in the list accordingly. To edit or delete the user-defined field, use the corresponding buttons in the “Actions” column.

Creating User-Defined Fields for Orders

 

To accomodate the particular needs of your business and unique business model, you can create multiple user-defined fields.

Creating User-Defined Fields for Orders

 

Once you create one or multiple user-defined fields, they become available in the header of the Orders List. Each user-defined field is displayed in the header as its corresponding column short caption. You can use column short captions for sorting the list of the displayed orders accordingly. To do so, click on the double-headed arrow within the column by which you want to sort the orders.

Creating User-Defined Fields for Orders

 

To view the full field label (name) of a particular column short caption, hover your cursor over the corresponding column title.

Creating User-Defined Fields for Orders

 

To hide or display particular columns in the header, first, right-click on the header and then select or deselect the corresponding field labels in the list.

Creating User-Defined Fields for Orders

 

You can use user-defined fields for selecting custom statues when editing the existing or creating new orders.

Creating User-Defined Fields for Orders

 

When editing the existing orders or creating new orders, go to the “User-Defined Fields” tab where you can find all available custom statuses. To select or deselect particular user-defined fields, check or uncheck the corresponding boxes.

Creating User-Defined Fields for Orders

 

Once you select or deselect one or multiple user-defined fields for a particular order when editing or creating it, the corresponding user-defined fields will be displayed accordingly in the Orders List.

Creating User-Defined Fields for Orders

 

Alternatively, you can use the header in the Orders List to select or deselect the available user-defined fields for any displayed order.

Creating User-Defined Fields for Orders

 

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