Order Detail View Page

On an individual order page, you will find all details about a certain order. Here you will the find following information:

Header Information
Order revenue
General info
Order documents and tasks
Comments
Consignments
Execution
Revenue / cost calculation
*Subcontractor quotes (*where enabled)
Map View

Header Information
1. Includes editable fields for Customer (changes impact price list selection) and Department
2. VAT Number
3. Order creation date
4. Transport service
5. Responsible
Order revenue
1. Charges that apply will show as a line per charge
2. Charges requiring approvals will show here with the approval buttons available to approve/reject charge
General info
This section includes a list of general information about the order. Options displayed here can be turned on/off in the 'Additional Fields/Orders' page.
As a minimum, this section includes:
- Route: Shows
  - Miles (Total/Loaded/Empty)
  - Trip times (Driving/Stops/Total)
  - Vehicle Type (Based on default settings)
  - CO2 calculations
  - Additional settings menu includes Route setting (toggle to include rest times in calculations) & Override metrics (manually overwrite distance and time settings)
- Profitability: Total profitability of the order, based on breakdown of Revenue and costs assigned to the order. (See also the Revenue/Cost calculation )
- Toll: Shows the Toll costs of an order depending on which route it was planned from.
  - Note: toll cost is an estimation and not automatically added as cost to the orders/invoices. Click HERE to learn more about how Toll costs are calculated.
- Add info/consignment: Click the arrow to expose options, including:
  - Add information: Additional order details including reference numbers & export/import details.
  - Add consignment: Add a new consignment to existing order by placing the position of the stops into the existing route. This allows the user to enter location details for the collection and delivery.
  - Add order invoice group: Select from previously used names, or manually enter a new group name.
Order documents and tasks
Documents
Documents can be linked to an order (ie: link pdf copy of order sent by customer)
- Click"Add documents" to add a document to the order. It is possible to add multiple copies of the same doc type.
- When a document is added, it will be shown as an orange folder icon, including a description of what is included.
  - Click menu to Edit/Download/Delete
  - Click 'eye' icon to view or hide file preview
Qargo Intelligence generated document summaries are shown in the rows of the detail pages.
1. The “predicted” document type generated by Qargo Intelligence is shown on the left under the Qargo document type.
2. An indication of the “quality” of the document appears to the left of the document title:
  - A green Qargo icon means good quality.
  - An orange icon means that the document is of questionable quality.
3. The summary can be expanded and collapsed by clicking on it.
4. If summary or document type on a specific document is inaccurate click menu to remove.
  
  Tasks
  Tasks for this order will show with execution status, user details and date/time stamp.
  - Tasks that cannot yet be executed: Those tasks are greyed out. The reason why it cannot be executed yet is mentioned.
  - Tasks that can be executed are indicated:
    'Play' icon to execute the task
    Menu for more actions (if applicable) or a pencil to edit a task.
  - If the task is executed more details are shown next to the task (IE: who and when the tasks has been completed).
Comments
1. Comments can be added and given a category, as well as being assigned to users.
2. Once added, categories and assigned to can be edited directly from the details page.
Consignments
1. Section shows cargo details based on collect and delivery locations, date/time
2. Cargo details can show pieces, dimensions & weight
3. Bar codes and pallet labels (where applicable)
4. Where data can be edited, a pencil icon shows at the end of the row
5. Click on 'clock icon' to view history, used for bar codes and pallet tracking
6. Click on the 'eye icon' to view / print / download pallet labels
7. Other relevant details relating to the cargo (ie: pallet swaps, etc)
8. Use the 'Add info/doc' to add consignment specific documentation
Execution
1. Shows an overview of how the trip should be executed.
2. Block execution can be used to hold the trip (or part of the trip) from being dispatched.
3. Click the plus icon net to the leg details to see a more detailed breakdown.
Revenue / cost calculation
1. This panel will show a breakdown of revenue (charges applied to the sales invoice) and costs (tolls, subcontractor charges, etc).
2. Where an order has multiple legs / trips, costs assigned to each portion will be split (based on settings), but can be adapted manually
Subcontractor quotes
1. This section allows users to store subcontractor quotes against orders.
2. Click on 'Add subcontractor quote' brings up a list of the subcontractor quotes over a date range (default: Last 90days + future).
  1. Option to search by country / subcontractor
3. Can select subcontractors based on average and lowest costs, also shows number of trips and days since last trip
4. Quote value bid by subcontractor can be added, along with counteroffer.
5. Once a bid has been submitted it can be awarded directly from the quote, with the remaining bids set to rejected.
  Read more about how subcontractor bidding works HERE.
Map
1. Map visualisation can be turned on/off using the 'eye icon' in the route field
2. Map shows distance and time summary for order route (and trip route when dispatched)
3. Click the 'map icon' to display map overlays that can be used
  Learn more about Map features HERE.