Manage Orders – Order Filters, Statuses And History, Edit And Export Orders
Route4Me’s ERP Order Management and Routing System helps medium and large last mile businesses manage millions of orders by seamlessly importing them from CRMs and other systems. Each order is tracked with a status that reflects its stage in the order lifecycle, giving you full visibility into progress. The Orders List provides powerful filters to quickly locate specific orders by status or other key attributes. Dynamic View Modes further refine what you see, displaying only the orders relevant to your routing and management needs. You can also export detailed order data to generate insights and analytics that improve efficiency and streamline operations. Learn more in this guide.
Table of Contents
Filter Orders – Customizable Dynamic Orders List Filters And View Modes
You can filter orders in your Route4Me Orders List by almost any parameter, including address, scheduled date, customer details, or label code, with the Scheduled For Date and Order Status being the most common.
View Modes simplify filtering by grouping statuses based on their purpose. For example, the “Plan Routes” View Mode includes the Sorted and Scheduled statuses for planning new routes or adding orders to existing ones.
Select a View Mode and apply additional filters to quickly find the orders you need. The table below lists all available View Modes and their included statuses.
Manage Orders – Filter Orders (View Modes Statuses)
Each View Mode supports a specific set of filters. To filter orders, select a View Mode and click the “Filters” button. Alternatively, use the “All Orders” View Mode to include every order and apply filters available for all statuses.
To filter by date, click the Calendar Icon or the “Scheduled For Date” field and choose a date or date range. The table below describes all filters available in your Orders List.
Manage Orders – Filter Orders (General)
For efficiency, the Orders Map displays only orders matching the filters and View Modes applied on your Orders Page, such as address, scheduled date, customer name, or label code. To open the Orders Map, click the Orders Map icon.
Order Statuses – List Of Order Lifecycle Statuses By Stage
To filter and display orders of all statuses, select the “All Orders” View Mode, then choose your preferred “Scheduled For Date“. Below is a list of available order statuses in Route4Me’s Enterprise Delivery Routing Software.
NOTE: Your access to orders and statuses may vary based on your Route4Me account settings and permissions. For questions, please contact your Direct Manager or Route4Me’s Support Team.
Manage Orders – Order Statuses
Edit Orders – Adjust Order Attributes And Manage Single And Multiple Orders
On your Orders List, you can manage orders according to your account-level permissions. This includes editing, rescheduling, exporting, canceling orders, viewing order history, and more.
Start by filtering orders by date and applying additional filters like status or barcode. Then, click the Three-dot Icon next to an order to select your desired action.
Manage Orders – Edit Orders (Three-Dot Menu)
Select “Edit Order” from the menu to open the Edit Order window. Here, you can update order details, attributes, data and time details, customer information, Custom Data, and Order Custom Fields.
See the table below for descriptions of each editable field.
Manage Orders – Edit Orders (Panel Fields)
You can manage multiple orders at once by selecting the checkboxes next to your preferred orders, then choosing an action from the menu bar above the Orders List.
Alternatively, you can select a single order and apply the same actions individually.
Manage Orders – Edit Orders (Menu Bar)
Manage Orders From Route4Me’s Interactive Orders Map
You can also manage orders directly from the interactive Orders Map. Simply right-click any order on the map and choose the desired action from the menu. Refer to the table below for details on each available order management option.
Manage Orders – Manage Orders From Orders Map (Management Options)
To manage multiple orders on the Orders Map, click the Draw Polygon or Draw Rectangle button in the top-right corner. Alternatively, right-click the map and choose a shape drawing option.
Outline the orders you want to manage by drawing the shape, then right-click the shape and select an action from the menu. The table below explains the available multiple-order management options.
Manage Orders – Manage Orders From Orders Map (Multiple Orders Management Options)
Global Orders Visibility – Orders List Visibility Permissions For Users
By default, new team members cannot view all orders in your main Route4Me account. Using User Permissions and Visibility, you can allow Sorters, Admins, Regional Managers, Analysts, and other User Types to access the Global Orders List.
To enable this, go to “Team & Equipment” > “Users” in the Navigation Menu. Click the Down Arrow Button next to a User and select “Edit“. Then, in the Edit User panel, click the “Company Visibility” tab in the “Permissions” section.
Toggle “Global Orders List” for the selected User, then click “Save“. NOTE: You can only set visibility when editing existing Users. For new Users, create them first, then edit their Company Visibility settings.
Order History – View Chronological Order Action History
To view an order’s complete chronological history, click the Three-dot Icon and select “View History“.
The “Order History” panel lists all actions related to the order, grouped by date with timestamps and user details, including when it was created, scheduled, routed, loaded, completed, and more.
Export Orders – Download Orders Reports And Statistics In Spreadsheet
After filtering orders, select the ones you want to export by checking their boxes. The total number of filtered orders appears at the bottom of the list, which may include millions depending on the filters.
To select all filtered orders, check the box at the top, then click “Export” to export all filtered and selected orders.
The exported order report CSV contains columns with detailed order data. Below is a description of each included data column.
Manage Orders – Export Orders
Visit Route4Me's Marketplace to Check out Associated Modules:
- Operations
Advanced Team Management Add-On
- Operations
Custom Data Add-On
About author: Kristian Andreev
