When you create an order or edit an order afterwards, you can add which product or product type it contains. Once selected, it will automatically complete several important details so you save time. Those details can be added in Configuration.
Add a product type
Navigate to RATES > Order input > Product options.
Click on 'Product types'
Click on 'New product type'.
Add the details of that new product type and save it.
Repeat until all relevant product types are created and saved.
Add the name of the product type, a code, a description etc.
Option to enable Product Type for customer use when creating orders in the portal.
Restrict a product type with limited vehicles, drivers, subcontractors or containers.
Limit a product type to a certain transport service.
Add a product
Once the product types are created, you can start adding products.
Navigate to RATES > Order input > Product options.
Go to 'Products'.
Click on 'New product'.
Add the relevant products and add the already created product types.
Example of an ADR Product page
Create a product directly from an order
Products can also be created on the fly from within the order form itself, without navigating away to Configuration. This is particularly useful when an unfamiliar product comes up mid-order and there is no time for a separate configuration step.
Open the order creation or order edit screen and locate the 'Product' field.
Type the product name in the search field.
If no matching product is found, a "+ Create new product" option appears at the bottom of the dropdown.
Click that option to open the product creation form.
Fill in the product details and save.
The newly created product is immediately selected on the order - no page reload is required.
This works on both the Create order and Edit order screens. Any prefill rules configured for the product will also be applied automatically during the creation flow.
Customise which fields are shown on the Products page
You can customise which fields to be added on the Products page.
Navigate to CONFIGURATION > Additional fields
Click on 'Cargo' on the left sidebar
Click the 'Edit' icon (pencil) to add or update a field
Make that cargo item active or inactive. Only active items will be shown in the Products page.
Select the transport services this product is available on.
Toggle on/off to indicate if this field is always visible and/or is required.
If the field required does not exist in the default list, add extra fields by clicking on the tab 'Custom fields'.
Click 'Add custom fields' and a side panel will display where the new field can be added.
Options under 'Type' include:
Text - free form text field, single or multi-line available
Number - numerical values only
Toggle - Add the option to toggle field on/off
Date - Date values only, side menu to select preferred format
Dropdown - Use if multiple options are available for the user to select
Tag - Tag labels can be added, along with a corresponding colour
URL - Option to add a website
