Customise the shown columns
It is possible to customise how you see the orders and order details in a list view.
Navigate to ORDERS > Orders
Click on 'Edit columns'
When clicked, a side panel will open on the left side of the screen.
Select the order details you like to see in the order list page.
Use the Search filter to quickly search for specific data
Drag and drop the column headers to change the order of the columns.
Order overview - add stop duration column
You can display the stop durations for trips, showing all collection and delivery. This feature is enabled by default (but can be turned off in the EDIT COLUMNS panel), and will improve visibility of waiting hours on trips.
The individual wait times are shown by Collection / Delivery stops. These will pull from the order details and the actual times when the load completes. The total times are consolidated and shown in the line below the stop times.
Order List view - Show last order.
Click on the order line (not the order number) will open the order in a detail view. Once this is closed, the page will show the last order clicked highlighted.
Orders: Add Trip ID column to list view
Enable 'TRIPS' to show as a column, in the Orders and Orders to Invoice List view. Adding this column to the table will show the trip number, allowing easier access to details without having to navigate through other screens.
From Orders or Orders to Invoice (Invoice), click 'Edit Columns'
Once toggled on, drag the column to the desired position on the table.
Trip IDs will show on orders once in a PLANNED status. Click on the Trip ID to access the Trip Detail View.
Select Date Range Option:
The following options are available to filter on:
Date: to filter on one specific date. By default this will filter on the current date.
Last 90 days + future: this filter on all orders
Date range: This allows the use to easily select a date range on a calendar . When selecting the date range filtering, two options are available to chose from
For convenience, when filtering based on a date range, there are some pre-configured date ranges to allow easy filtering. When selecting one of these options, the dates will automatically be selected:
Users can also select any date range, selecting a start / end date on the calendar.
Date ranges are limited to a 1 year date range.
For Orders the filter is on REQUESTED DATE.
For Trips the filter is on ACTUAL DATE.
Filter data
You can filter data in the order list page by using the filter icon in the header of the table.
Click on the filter icon.
Select the data you would like to filter.
Close the modal.
The filter will be saved. The next time you navigate to the order list page, you will see the same view.
You can also filter on the status when clicking on the standard available filters:
All
Blocked
To plan
Planned
In transit
Delivered
Cancelled
View (Custom)
TIP: Some filter options only allow 1 data point to be entered, ie: IS / IS NOT, whereas ONE OF will allow multiple options to be selected. See the example below.
When searching on the STATUS, it will only allow you to enter 1 value, using the 'is not' statement. If you want individual views, this would be correct.
If you want to consolidate all the pending tasks to 1 view, use the status filter 'one of' instead.
🚨 Custom column views - both the order and size - are retained by your browser. If you delete your cookies or have opted to configure your browser to never store cookies in the first place, the views won't be saved and will be reset to the default the next time you use Qargo.