TABLE OF CONTENTS


How to find Sales Orders

...in Planning


From the left menu, select Route Planning > Explore Orders


...in Manage

From the left menu, select Manage > Sales Order Management


How to find Droppoints

...in Planning

  1. From the left menu, select Route Planning > Create Planning Set
  2. In the Grid, select the Droppoint you wish to explore. Each line item is a Droppoint.


...in Execution

  1. From the left menu, select Execution > Active Routes
  2. In the Grid, select the Route which contains the Droppoints you'd like to view.
  3. Once selected, click View Details
  4. The Droppoint details are located on the right side of the View Details pages under Progress


How to find Route(s)

  1. From the left menu, select Execution. Within this menu you can select the type of Routes you would like to view, eg. Active, Closed, Pending Assignment...
  2. In the Grid, select the Route you would like to view and click Preview Route or View Details.


How to find Appointment(s)

  1. From the left menu, select Execution > Pick-Up Schedule or Customer Pick-up
  2. In the Calendar, click on the appointment you would like to view. For Customer Pick-up, in the Grid, select the appointment using the checkbox and click Preview Route or View Details.


How to find Invoice(s)

  • From the left menu, select Execution > Uploaded Documents
    1. Select the Route and click View Documents. 
    2. Click the Invoicing tab located at the top left side of the screen 
  • Alternatively, if an invoice for a specific Route has been generated by a Carrier it can be viewed by selecting the Route, clicking View Details. From within the View Details page, click Actions and select the Invoice action visible (eg. Create Invoice, Respond to Invoice...).

How to find POD(s) and Document Uploads

  1. From the left menu, select Execution > Uploaded Documents
    1. Select the Route and click View Documents. 
    2. From within the Documents tab, Carrier uploaded documents are located under the POD section of their respective Drop.
  2. Alternatively, if documents for a specific Route been uploaded by a Carrier, they can be viewed by selecting the Route, clicking View Details. From within the View Details page, click Actions and select the Documentation action visible (eg. View Documentation Progress, View Completed Documentation...).