Dispatch orders

On the Dispatch Orders screen you can get information about your Order Dispatches, Leasing or SoR Orders. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).

Within the Header (1) you can find a drop down menu that allows you to make a new SoR Order, New Leasing or New Dispatch Order.

There’s also a blue magnifier button that’s used to show and hide the Filter section –

When the Filter (2) section is shown, on the left side you will find three buttons – Dispatch Orders, Lines of dispatch orders, Items. They change the way you see the results below in the Result (3) section.

  • If Dispatch Orders is selected, your result section shows a row for each dispatched order, lease or SoR oder
  • If Lines of dispatch orders is selected, your result section shows a row for each particular item that is part of the dispatch order, lease or SoR order. If three different items were dispatched, leased or SoR within the same order, you will see three different rows in the result section for that same order.
  • If Items is selected, your result section shows a row for each item that has been dispatched and shows the aggregated quantity of the dispatched items.

The rest of the buttons within the Filter section allow you to filter based on something specific like Date Range, Type, Status, From Type, To Type. Most of them are drop down menus where you can select your filters. The different options are described in the table below.

OptionMeaning
Date range (From, To)Allows you to filter your results based on the time of dispatch
TypeAllows you to check filter the results based on the type of document – SoR Order, Dispatch Order, Leasing
StatusAllows you to choose the status of the dispatched or leased orders – Confirmed, Active, Cancelled. If the status is Confirmed the lines will be in green color, if the status is Active, the lines will be in black color, if the status is Cancelled the lines will be in gray color 
From TypeAllows you to filter based on the From type of the document – like Warehouse
To TypeAllows you to filter based on the To type of the document – like Contract 

After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results. Based on your Filter (2) section, the Result (3) section will be visualized differently.

When the Result filter is set to Dispatch Orders, the Result (3) section will show you the Dispatch that happened based on your filter criteria. By default, the system will only show you the most used columns:

ColumnMeaning
TypeShows the type of the document – SoR Order, Dispatch Order, Leasing
Document NumberShows the document number the dispatch order, lease or SoR Order
DateAllows you to see the date of the document
FromShows where the dispatch, lease or SoR Order was made from
ToShows where the dispatch, lease or SoR order was made to
QuantityShows the quantity of the items in the dispatch
Remaining QuantityShows the remaining quantity of the items


If you want to see more information about your orders, there are check boxes that allow you to add more columns to the list of results:

ColumnMeaning
DescriptionShows the description of the dispatch, lease or SoR orders (if any)
CommentShows additional comments (if any)
Linked TransactionsShows the linked transactions (if any)
WeightShows the weight of the dispatched, leased or SoR item(s)
VolumeShows the volume of the dispatched, leased or SoR item(s)


Plus a few additional buttons

ButtonMouse over textMeaning
LinesShows you the lines within the dispatched items (item ID, name, quantity, completed)
Filter by accountFilters by account and will only show you the dispatched items for this particular account
More infoOpens more info – the Dispatch, Lease or SoR record

When the Result filter is set to Lines of Dispatch Orders, the Result (3) section will show you the Dispatch that happened based on your filter criteria, one line of the dispatch order on each row. By default, the system will only show you the most used columns:

ColumnMeaning
TypeSame as above
Document NumberShows the document number for each particular dispatch order
DateAllows you to see the date when the dispatch was made
FromShows where the dispatch order was made from
ForShows where the dispatch order was made to
NameShows the name of the dispatched item 
BrandShows the brand of the dispatched item 
BatchShows the batch number of the item (if any)
UMShows the unit of measurement selected for each particular item
QuantityShows the dispatched quantity 
Remaining QuantityShows the remaining quantity 


If you want to see more information about your orders, there are check boxes that allow you to add more columns to the list of results:

ColumnMeaning
DescriptionShows the description of the dispatch, lease or SoR orders (if any)
CommentShows additional comments (if any)
Linked TransactionsShows the linked transactions (if any)
WeightShows the weight of the dispatched, leased or SoR item(s)
VolumeShows the volume of the dispatched, leased or SoR item(s)


Plus a few extra buttons:

ButtonMouse over textMeaning
Record ItemShows the record item
More infoOpens more info – the dispatch order record

When the Result filter is set to Items, the Result (3) section will show you a row for each item with aggregated information about the dispatches of that item. The system will show you these columns:

ColumnMeaning
IDID of the item
NameName of the item
BrandBrand of the item
UMThe unit of measurement of the item
QuantityThe quantity of the item

You also have an additional button Record Item that shows you information about every particular item.

With this view there are no additional columns that can be shown/hidden with check boxes.

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