Managing your Orders

Managing your Orders in the Orders List

You can create, view and edit your orders in the Orders List. To access your Orders List, go to “Orders” from the navigation menu.

Manage your orders in an easy and efficient way with Route4Me

 

By default, the Orders List displays those orders that are scheduled for “Today.” To filter orders by date, open the Calendar in the top left corner.

Manage your orders in an easy and efficient way with Route4Me

 

In the Calendar:

  1. Choose one of the predefined ranges for which you want to display your orders;
  2. Select “Custom Range” to choose a specific range from the Calendar or type it in manually;
  3. Click “Apply” to display all orders that are scheduled for the chosen range.

Manage your orders in an easy and efficent way with Route4Me

 

The Orders List will display all orders that are scheduled for the dates within the defined time range.

Manage your orders in an easy and efficent way with Route4Me

 

You can use the Search Bar to search for specific information in any field of the orders (e.g. Alias, Email or any custom data). You can learn more about Route4Me’s Search Engine here.

Manage your orders in an easy and efficent way with Route4Me

 

Orders can be arranged alphabetically and numerically in ascending or descending order. Click on the arrowheads in the header to sort orders based on the titles of the columns.

Manage your orders in an easy and efficent way with Route4Me

 

You can adjust the header to display the fields according to your preference. Right-click anywhere on the header and check the fields that you want to display in the header and uncheck those that you want to hide.

Manage your orders in an easy and efficent way with Route4Me

 

Creating Custom Fields in the Orders List

Creating and adding Order Custom Fields gives you more flexibility in managing your orders in the Orders List and adding custom statuses to your orders.
To create a Custom Field, in the Orders List, click on the “File,” then “Manage custom fields.”

Manage your orders in an easy and efficent way with Route4Me

 

In the Fields List, click on “Create New Field.”

Manage your orders in an easy and efficient way with Route4Me

 

In the “Field Editor,” type in the following:

  1. Field Name (ID): Unique field identifier that is assigned to a Custom Field and used for displaying this field in the Custom Fields List. Note that the Field Name can’t be edited once the Custom Field is created;
  2. Field Label: A full title of a Custom Field that will be displayed in a tooltip of a column in the header of the Orders List and other screens;
  3. Column Short Caption: A short caption that will represent the Custom Field Label in the header of the Orders List. Since the header in the Orders List has a limited amount of space, try to create short and descriptive captions of your Custom Fields, for your convenience.

Click “Save,” to create a new Custom Field.

Manage your orders in an easy and efficient way with Route4Me

 

Once the field is created, you can edit or delete it in the Custom Fields List.

Manage your orders in an easy and efficient way with Route4Me

 

To add a Custom Field to the header in the Orders List:

  1. Right-click anywhere on the header and select the Custom Field that you want to add to the header;
  2. The Custom Field will be displayed in the header with a checkbox next to each order.

Manage your orders in an easy and efficient way with Route4Me

 

Editing and Deleting Orders

To edit or delete an order:

  1. Right-click anywhere on the order and select “Edit” to edit the order and “Remove” to delete it;
  2. Alternatively, you can use “Actions” next to the order(s) you want to edit or delete.

Manage your orders in an easy and efficient way with Route4Me

You can learn more about editing orders here and about deleting orders here.

 

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