If there are multiple CMRs/documents(order confirmation, waste, weighing ticket) that need to be linked to (multiple) orders, you can upload those documents in bulk.
Upload documents
Navigate to Orders > Upload documents
Here you will have a list of all the orders to link the documents. Click on "Upload documents" or go to "Documents to link" and click on the blue area te upload the documents.
Upload documents from your computer
To upload documents, you can either choose to drag and drop the documents or make a selection from a folder on your computer.
Once uploaded, you will see that each uploaded PDF document will be shown in a separate tab. If you would like to split a document in two different documents, you can use the “split document” toggle. Once used, the document will be split and creates a new tab. Save it.
Documents type to upload
There are four document types you can upload:
Order confirmation
POD/CMR
Waste
Weighing ticket
It is possible to see at a glance if the POD / CMR is received for an order. Where multiples are expected, the system will compare and show how many documents have been received vs. what was expected. Using a colour-coded tag makes it even easier to visually identify any orders where there are missing documents.
RED - No documents received
ORANGE - Some documents received / Documents still outstanding
GREEN - All expected documents received.
TIP: POD/CMR column must be toggled ON under 'Edit Columns'
Automatically link documents
When selecting the document type, you also have the option to automatically link the document is there is 1 match. For instance, if the order number matches the document name, it will automatically be linked to that order. You can use the toggle to activate this option. If the automatic linking fails, the status of that document will change to "Automatic link failed". You can still manually link it afterwards.
Manually link documents
Once the documents are correctly split, you can link the documents to the orders.
Select the documents that you would like to link to one order
Click on "Link the (number) documents".
Once linked, a preview of the document and the order list will be shown side by side. Here you can view the document and find the related order to it.
Link the document with the correct order by using the upload button, shown on the right side on that order line.
Once linked, the next document will appear on the preview page.
Repeat until no documents are left to be linked. (At the top right corner, you will see how many documents are left to be linked.)
In "Linked documents", you will see an overview of all documents that are linked with the necessary details (who uploaded it, to which order it's linked etc.).
After the linking has been performed, you can have a view of all the linked documents and order numbers that have been linked to these documents:
Show the order detail after linking
You can choose to (not) show the order detail after linking. Use the dropdown menu to select the option of your choice. If you opt to show the order detail after linking, the order page will automatically open when the document has been linked.
We also indicate when users download/print a document and keep a log of it near the document.
This is useful to avoid double printing the same document for planners but also for customer portal users.
