By understanding the customisation options and limitations, users can better tailor the order screen to suit their needs.
To customise what data is included on the order detail view:
Navigate to ORDERS.
Click on an order number or row to open the Details page.
Click on the 'Customise' action at the top right corner.
Use the search filter to look for specific data.
When clicked, a side panel will open on the left side of the screen. Users are able to select specific data to display within some of the panels on the order detail view.
Toggle on/off selected data to display in the related panel
For instance, toggling OFF 'packaging type' in the Stop summary will hide details in the Execution panel, but this information will still show in the consignment information under the 'Cargo' field.
📚 Toggling on or off is not possible for all fields, as some are default to always remain visible.
Individual data fields display based on the configuration setup for the related transport service. However, users can update what details are visible when an order is opened, such as specific panels or the map panel.
Expanding or collapsing specific panels, such as the map pane, can help tailor the view to your needs.
Note that some features, like the document viewer, require manual interaction each time.
To default the map view each time an order is opened:
Where the map is not already visible but is required
From the 'General Info' panel click the eye icon to open the map
Where the map is already visible, but not required
From the 'General Info' panel click the eye icon to close the map
From the map panel click the 'X' in the corner to close the map
Refresh the page and this view should become the default
Open a new order to verify.
Using the arrow to collapse or expand panels will modify the order detail view and display specific data fields.
This helps to ensure users only see essential details relevant to their role, while still maintaining access to all the necessary order details should it be needed.