Consolidate orders (window)

Order > Consolidate orders

Menu tabs

General

Function	Description
Open order (Ctrl+O)	Opens the order that the cursor is currently on in the list. You cannot open multiple orders at the same time.
Save (Ctrl+S)	Saves all the changes you have made to the orders in the list. Amended orders are indicated by . If you want to undo a change, click on that row and press Ctrl + Z. You can select and undo several rows at once by holding down Ctrl or Shift and clicking.
Delete (Del)	If you want to delete an order, click on that row and press Delete. The line is marked with and is removed when you click on Save (Ctrl+S). If you do not want to delete the order, click on the row and press Delete again, or press Ctrl + Z. You can select and undo multiple rows at once by holding down Ctrl or Shift and clicking.
Undo (Ctrl+Z) (order check only)	If you want to undo a change or deletion, click on that row and press Ctrl + Z. You can select and undo several rows at once by holding down Ctrl or Shift and clicking. The menu command is only available in the order check, but Ctrl + Z works in all controls. Rows marked for deletion can also be undone using the Delete key. If the menu command doesn't work, try pressing Ctrl + Z instead. If that doesn't work, deselect the rows you want to undo, select them again and try again.
Copy (Ctrl+C) (order check only)	Copies a row or a cell in the order list. If you want to copy an entire row, click on the far left of the row to select the whole row. If you click in a cell, only that cell will be copied. You can copy multiple rows or cells by holding down the Ctrl or Shift key and clicking. If you select several rows or cells that are not adjacent to one another (e.g. rows 1 and 7), blank rows will be inserted into the gap (i.e. 5 blank rows between 1 and 7). Some information cannot be copied, for example the columns First loaded status, Most recent unloaded status, Status and Invoice OCR number.
Paste (Ctrl+V) (order check only)	Paste copied rows or cells. It is possible to copy an entire row and then paste it into a cell on another row (for example, in column Distance), but the result will be unpredictable. Just paste row by row and cell by cell.
Export to Excel (Ctrl+E) (only the assignment review and the cost review)	Exports the entire filtered list to Excel. The command is available in the order check menu Options. In the groupage check and consolidation check, it is not possible to export to Excel.
Setting	You can have several different views for different tasks, for example with different columns. Use this drop-down menu to select a view. If you want to change a view or create a new one, click to open the settings window.
Consolidation type (consolidation check only)	The consolidation type determines the properties of the consolidation order, and which orders are to be matched and proposed for consolidation. You may have several different types. Here you can choose which one to use. Click on next to the drop-down menu to open the Consolidation types window, where you can adjust the settings. For more information, see Consolidating orders.
Consignment type (consolidation check only)	The consignment type determines the properties of the consignment order, and which shipments are to be matched and proposed for consignment. You may have several different types. Here you can choose which one to use. Click on next to the drop-down menu to open the Consignment types window, where you can adjust the settings. For more information, see Consignment types (window).
Saved searches	You can save searches you perform frequently so that you can use them again quickly. For more information, see Saving searches in order check. [Default]: Search for today's orders that are not ready for invoicing. You can change the search settings, but they will be reset when you close the control. If you want to save a search, select the criteria you want to search by (1), enter a name in the field (2) and save it (3). You are deleting a saved search with (4).
Search	Adjust your search settings and click on Search. You can then refine your search results further using the column filters. The information displayed in the columns is described in section Consolidate orders (window) below.
Clear search options	Removes all settings under Search settings, as well as the customer code and customer name, but the search period is retained.
Period From To	Select a predefined time period or enter your own time period in the date fields. The search is based on the order date.
Customer code Customer name Selected customer	You can view orders from a specific customer by entering the customer code or customer name here.

Print

On this menu, you can preview and print freight bills, parcel labels and order lists for the orders you have selected.

Function	Description
/Freight bill	Preview or print the freight bills for the orders you have selected from the list.
/Package label	Preview or print the parcel labels for the orders you have selected from the list.
/Order list	Preview or print a list of the orders you have selected in the list. When you click on Order list, the Shipment selection window opens; select the shipments to be included (Pickup, Line haul, Delivery and/or Direct transport) and click on Ok.
Choose printer when printing	Click the button to enable it if you want to be able to choose a printer before printing. If this option is not enabled, freight bills, parcel labels and order lists will be printed directly on your default printer.

The order list and the consolidation list

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For more information, see Consolidation settings (window)

If you filter by any of the columns, they will appear as buttons just above the list. You can also use these buttons to disable the filters.

At the bottom of the window, the sum of the values in the columns is displayed.

If you have applied a column filter and sorted the search results, the list will not refresh if you change a value, such as the number of parcels. This also applies once you have saved the new number of packages. The search results will not be updated until you filter or re-sort the list.

The above applies only to columns containing free-text values, not to columns that retrieve values from a register (for example, Resource), or when you use the special filters under Filter show rows with value that.

Orders

This section displays the orders that match the search criteria and are not yet included in any consolidation. Use button Auto consolidate orders to create consolidation orders in accordance with the settings for the consolidation type.

Consolidations

The consolidation orders are displayed here. If you select a consolidation, the original orders – that is, the orders included in it – will appear in the list above. The Clear selected rows (Escape) button above the list deselects the consolidation and displays all orders in the order list.