The Quick Actions function in the Orders List page allows users the convenience of updating the same function across multiple orders, with minimal clicks required. The Quick Actions are broken down into different functional categories:
Actions
Tasks
Benefits to bulk updates:
This makes it much easier to:
Apply the same location or reference to multiple orders in just a few clicks
Correct data inconsistencies at scale (particularly useful when dealing with large order batches)
Update reference numbers for orders
Apply charges or extras in bulk after portal uploads
Make last-minute planning changes, often combining or splitting trips
Quick Actions > Actions
Available options include:
Download documents
Update dates
Update order / consignment fields
Update stop details
Add activities
Cancel orders
Download documents
Use this option to select and download documents associated to the selected orders as a single zip folder.
The files will automatically be grouped based on the document type for easy identification.
Update Dates
Use this option to update the dates on specific orders or stop types. Set the checkbox of the activity and adjust +/- the number of days.
Click Select Orders to apply to the specific orders.
Update order / consignment fields
Options available for both Order and Consignment fields that are enabled on the tenant.
Select the 'Field' to update & enter the value that is to be added.
Select the orders to update and Click 'Update Fields' to apply the changes.
🔔 The option to update RATE CARD has moved under the Update / Order consignment field option.
Update from the Trip Details view:
NOTE: Some update options will automatically filter results based on the field selected. For example selecting RATES will only show the orders that match the selected rate card.
Update stop details
Select the stop that requires the update.
Complete the required updates and click 'Select Orders'.
Select and update the orders.
Add activities
Users now have a new option under 'Quick Actions' to add additional stops or split loads in bulk.
When there are multiple consignments on one order, the behaviour of how the stop is added will be different depending on the stop type that it being added:
Intermodal stops: Stop is added per order. When adding intermodal stops in bulk, the stop will be added only once to the order, regardless of the amount of trips on the order.
Empty: Equipment/Driver: Stop is added per trip. When adding this stop type in bulk, it will add the stop to each trip. If all consignments are merged on one trip, the stop will only be added once. If each consignment is on a separate trip, the stop will be added multiple times (once for each trip).
Split order and Other stops: Stop is added per consignment. When adding these stop type in bulk, it will always add the stop to each consignment in the order.
Using the Quick Action
From the orders list page, click the Quick Actions function and select 'Add Activities'
From 'Activity' drop down, select the option that applies
From 'Position' select where this new stop / split should be positioned
Option to add stops in bulk before/after the first collect/delivery only.
We cannot add stops in bulk in other positions of the order.
Complete the stop details. Depending on the activity options in this section will differ.
Click 'Select Orders' to select orders from the main list view that this activity will apply to.
Click 'Add Activities' to complete the action.
Cancel orders
Use this option to quickly cancel multiple orders with a single click.
Select the orders to cancel & click 'Cancel Orders'.
Quick Actions > Tasks
Updating tasks in helps users to quickly and efficient complete various functions. When performing the task, the process to update is the same for each task.
Available options include:
Create Quote
Send Quote
Send to Planning
Create label
Ready to invoice
Send invoice
Complete orders
Select the task to perform, only orders that meet the task criteria will be available.
Select the orders to perform the updates against
Complete the task.
As the task is progressing, it will display In progress. If there are any issues during the task update, an error file will be created showing the details that need to be corrected.
Click HERE to learn how to UNDO Tasks for both Orders and Invoices..