Order
Modules : Logistics
Step : Registration and Settings
Keywords:
Orders,CTe,Bill of Lading
To create an order that will be integrated into the Trip Schedule , in the “Trip Schedule > Registration” menu, click on the “Order” option.
When the “Order” screen is loaded, click the + button at the bottom right of the screen.
When the Order registration screen opens, the “Order Type” will always be the Standard selected in “ Travel Occurrence Registry ”, if the type of order to be used is different from the Standard, select the Type, and fill in the other necessary information that was selected when creating the Order Type.
After filling in all the Order information, you must click on the list symbol ☰ of the screen and choose one of the available options.
- Save and Approve : Saves the order and approves automatically;
- Save : Just saves the order without approving;
- Save and New : Saves the order and opens a new screen to register a new order.
To edit, approve, cancel or delete an existing Order, you must click on the description of the registered Order to open its registration screen.
Make the necessary edits on the Order registration screen to be edited, click on the bottom right button and select Save.
To delete or cancel, click on the respective buttons. In case of saved and unapproved orders, click the “Approve” button to approve the order.
Another function we have in “Order” is the “Integration” button every time an order received via the Order API does not integrate due to duplicate order registration. A notification will appear in the style of cell phone applications, that is, there will be a small red circle located at the top right of the “Integration” button. And inside this small red circle it will indicate the number of recent orders that were not integrated due to duplicate order registration.
If you have duplicate orders, after clicking the “Integration” button, a pop-up will be displayed with information about the non-integrated orders.
