Introduction
Enhance consistency and efficiency, using a streamlined approach to automatically prefill order forms. Selecting a transport service or a customer can complete predefined fields.
Default settings, such as transport network or vehicle category defaults, can significantly influence order processing by automating selections and potentially overriding manual inputs.
Create order prefills based on:
Transport service: Used for all orders under that service, regardless of customer
Customer level: Used for orders made by a specific customer.
When selecting a transport service or customer that has a prefill defined, the entire prefill is completed, while not overwriting any user-inputted form fields.
However, these defaults can override manual selections, which may lead to unintended outcomes if not configured correctly.
Impact and Management of Default Settings
Default settings streamline order processing but require careful management to avoid unintended consequences. For instance, transport network defaults can override manual selections, limiting flexibility, while vehicle category defaults may lead to incorrect categorization if misaligned with order requirements.
Configuration
Transport Service order default
Navigate to RATES>Order Input
From the 'Order options' side menu, select 'Transport service'
Select a transport service from the available options, or click '+ Add transport service' to add the service first.
Click the 'Edit order default values' to add the required data
‼️ Any data value added under the order default value will automatically be included in the order every time the Transport service is used.
Be cautious, as these defaults can sometimes lead to unintended consequences, such as overriding manual inputs or misaligning with specific order requirements.
The 'Edit order default values' will open a page similar to an order entry.
From here the user can select which fields should be prefilled when using the particular transport service.
For example, selecting the option 'Opening Hours' as the Time Window will always apply this to orders using this transport service. This will then look to the location and only use the opening hours that are included in the location profile. Toggle on the 'add time slot' to include a specific start and end time for the stop.
Company order default
To configure it on Company level:
Navigate to COMPANIES module
Select the 'Customers' Tab
Click on the customer profile
2. Scroll down and click "add order default values"
Below is an example of how default values are automatically applied when a related Transport service is selected during order creation.
Prefilling the collection and delivery date
The Edit order default values form can now prefill the Collection date and Delivery date, alongside the fields already covered above. Until now both dates stayed empty on a new order, so the collection date was set by hand and the delivery date simply mirrored it. Each date can now carry a default that lands on the order form before the order is saved, which the service level lead time could never do (that calculation only runs once the order has been saved).
Each date default has two settings:
Day type:
Calendar daysorBusiness days. A business day offset skips the weekend; a calendar day offset does not. A calendar offset of +1 configured on a Friday therefore lands on Saturday, while a business day offset of +1 lands on Monday.Offset: a number of days up to a maximum of 5, added to the order creation date to produce the prefilled date.
Setting the date defaults
NAVIGATE to the
Edit order default valuesform, either per transport service (RATES > Order Input) or per customer (COMPANIES > Customers), as described in the sections above.SET the day type and offset for the
Collection dateand theDelivery date.SAVE the default values.
Once configured, the dates appear on the order form as soon as the transport service or customer is selected, before save. Order default values set on a customer overrule those set on the transport service, so a single customer can deviate without needing a separate transport service.
Interaction with service levels. Selecting a service level on the order clears the delivery date prefill and hands that date back to the lead time calculation, which runs after save. Order import skips the date prefills entirely when an imported order carries a service level addon.
There is no tenant-wide default: the offsets exist only per transport service or per customer. Saturday cannot be configured separately from Sunday, so a business day offset skips both.