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.
Option | Meaning |
Date range (From, To) | Allows you to filter your results based on the time of dispatch |
Type | Allows you to check filter the results based on the type of document – SoR Order, Dispatch Order, Leasing |
Status | Allows 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 Type | Allows you to filter based on the From type of the document – like Warehouse |
To Type | Allows 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:
Column | Meaning |
Type | Shows the type of the document – SoR Order, Dispatch Order, Leasing |
Document Number | Shows the document number the dispatch order, lease or SoR Order |
Date | Allows you to see the date of the document |
From | Shows where the dispatch, lease or SoR Order was made from |
To | Shows where the dispatch, lease or SoR order was made to |
Quantity | Shows the quantity of the items in the dispatch |
Remaining Quantity | Shows 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:
Column | Meaning |
Description | Shows the description of the dispatch, lease or SoR orders (if any) |
Comment | Shows additional comments (if any) |
Linked Transactions | Shows the linked transactions (if any) |
Weight | Shows the weight of the dispatched, leased or SoR item(s) |
Volume | Shows the volume of the dispatched, leased or SoR item(s) |
Plus a few additional buttons
Button | Mouse over text | Meaning |
Lines | Shows you the lines within the dispatched items (item ID, name, quantity, completed) | |
Filter by account | Filters by account and will only show you the dispatched items for this particular account | |
More info | Opens 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:
Column | Meaning |
Type | Same as above |
Document Number | Shows the document number for each particular dispatch order |
Date | Allows you to see the date when the dispatch was made |
From | Shows where the dispatch order was made from |
For | Shows where the dispatch order was made to |
Name | Shows the name of the dispatched item |
Brand | Shows the brand of the dispatched item |
Batch | Shows the batch number of the item (if any) |
UM | Shows the unit of measurement selected for each particular item |
Quantity | Shows the dispatched quantity |
Remaining Quantity | Shows 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:
Column | Meaning |
Description | Shows the description of the dispatch, lease or SoR orders (if any) |
Comment | Shows additional comments (if any) |
Linked Transactions | Shows the linked transactions (if any) |
Weight | Shows the weight of the dispatched, leased or SoR item(s) |
Volume | Shows the volume of the dispatched, leased or SoR item(s) |
Plus a few extra buttons:
Button | Mouse over text | Meaning |
Record Item | Shows the record item | |
More info | Opens 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:
Column | Meaning |
ID | ID of the item |
Name | Name of the item |
Brand | Brand of the item |
UM | The unit of measurement of the item |
Quantity | The 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.