Order Management – Order Filters, Statuses And History, Edit And Export Orders

Route4Me’s ERP Order Management and Routing System enables medium and large last mile businesses to automatically import orders from CRMs and other systems, sort, process, route, and complete millions of orders effortlessly. In detail, every order has an associated status depending on its progress through the order lifecycle. Your Orders List enables you to use a variety of filters to find your preferred orders by status or any other attribute. Additionally, dynamic View Modes enable you to sort only the orders relevant to your order routing and management needs. Furthermore, you can export detailed order data to utilize actionable intelligence and analytics to streamline order management.

Filter Orders – Customizable Dynamic Orders List Filters And View Modes

You can filter orders in your Route4Me Orders List by virtually any order parameter and attribute. For example, order address, scheduled date, customer name or email, label code, etc. Primarily, you can filter orders by their “Scheduled For Date” and Order Status. For your convenience, you can use Orders List View Modes that group order statuses by their purpose and application. For example, the “Plan Routes” View Mode includes the Sorted and Scheduled statuses that can be used for planning new routes or inserting orders into planned routes.

Accordingly, you can select the preferred View Mode and use additional filters with their respective included statuses. Below, you can find the list of View Modes available in your Orders List and their corresponding included statuses.

Additionally, each View Mode supports a fixed set of filters. Accordingly, to filter your orders, select the preferred View Mode and then click the “Filters” button. Alternatively, you can select the “All Orders” View Mode to include all orders and then use the filters available for all order statuses. To filter orders by date, click the Calendar Icon or the “Scheduled For Date” field to select the preferred date or date range. You can find descriptions of the filters available in your Orders List in the table below.

Order Statuses – List Of Order Lifecycle Statuses By Stage

To filter and display all order statuses, select the “All Orders” View Mode. Next, select the preferred “Scheduled For Date“. Below, you can find a list of the available order statuses in Route4Me’s Enterprise Delivery Routing Software.

NOTE: Depending on your account configurations and Route4Me account-level permissions, you may have access to a limited set of orders and order statuses. If you have any questions, contact your Direct Manager or Route4Me’s Support Team.

Edit Orders – Adjust Order Attributes And Manage Single And Multiple Orders

On your Orders List, you can manage your orders based on your account-level permissions. Specifically, you can edit, reschedule, export, and cancel orders, view order history, and more. First, filter orders by date and apply other filters (i.e., order status, barcode, etc.). Next, click the Three-dot Icon next to any order and then select the preferred action.

Specifically, select “Edit Order” from the menu to open the Edit Order window. In detail, you can edit order details, date and time attributes, customer details, Custom Data, and Order Custom Fields. Specifically, you can edit the same order details as those used when creating orders. You can learn more about each order attribute field in the table below.

Additionally, you can bulk manage multiple orders at a time. First, select the preferred orders by checking the boxes next to them and then use the preferred action from the menu bar above the Orders List. Accordingly, you can also select a single order and then use the same actions.

Order History – View Chronological Order Action History

To view a detailed chronological history of every action associated with a specific order, click the Three-dot Icon and select “View History” from the menu. This will open the “Order History” panel which shows a list of all actions associated with the selected order, along with the respective user and timestamps. Order history actions are grouped by date on the “Order History” panel and shown in chronological order. Specifically, you can see when and by whom an order was created, uploaded, or imported, scheduled, sorted, routed, loaded, unloaded, completed, and more.

Export Orders – Download Orders Reports And Statistics In Spreadsheet

After filtering orders, select the orders you want to export by checking the boxes next to them. At the bottom of the Orders List, you can check how many orders match the applied filters and are displayed on the page. Depending on the applied filters, you may have millions of filtered orders. To select all filtered orders, check the box at the top of the list. After that, click the “Export” button to export all filtered and selected orders.

The exported order report CSV file consists of columns that contain the respective order data. Below, you can learn about the data columns included in the order export and their descriptions.