A consignment is an element to an order, and can therefore be cancelled independently to the order itself. This enables the user to be able to still provide the customer with an invoice if required, even if the consignment (order) is no longer required. By only cancelling the consignment, you can still invoice your customer certain charges or dead freight.
Cancel a consignment
To cancel the consignment in your order:
Navigate to the Order Detail View, and locate the "Consignments" section
Select the consignment(s) to be cancelled.
A pop-up confirmation message is displayed, select YES to confirm the cancellation.
The cancelled consignment, and associated details remain in the order, but will display a status of 'CANCELLED'. There is an option to "UNDO" the cancellation.
I If there are multiple consignments on the order, each will need to be cancelled individually by clicking the "Cancel Consignment" option.
The associated stops for the cancelled consignment will be removed from the routing, and show greyed out. A second trip will be created with the cancelled stops. There is the option to 'RESET' the trip, however if the associated consignment is still in a Cancelled status, an error will display for each stop.
Cancelling the consignment does not automatically adjust any pricing on the order. Review the order revenue section to make any adjustments as necessary.
In some instances, it may be appropriate to cancel the entire order however it is important to note cancelling an order will render it unavailable for invoicing.
Cancel an order
To cancel and individual order, navigate to the Order Details View
In 'General Info' section, click 'Cancel Order".
A pop-up confirmation will be displayed. Click YES to continue.
The order status will update to show CANCELLED and the order will move to the Cancelled Tab in the Order List. There is an option to 'UNDO order Cancellation' in the General Info header.
When the order is cancelled, all consignments will be cancelled and the trip will be reset.
Cancel Multiple Orders
If multiple orders need to be cancelled, this can be done from the main Orders View page, using 'QUICK ACTIONS' feature.
Select the orders to be cancelled and click 'Cancel Orders'
It is also possible to 'Uncancel' multiple orders. From the main Orders List view, select the 'Cancelled' tab to show the list of cancelled orders.
The 'QUICK ACTIONS' drop down menu will show available functions.
Select 'Uncancel Orders'. This will open up selection boxes next to the orders. Select the orders and click UNCANCEL ORDERS.
The selected orders will update back TO PLAN status.
Note: Order and consignment cancellations can be reverted back by clicking on “undo order/consignment button”.
REMEMBER!! Cancelling an order will render it unavailable for invoicing.