Columns available on the Order screen
Columns on the order screen
The Order screen is broken into two tabs. Recurring and Templates.
Recurring is where “milk run” or recurring runs are managed and sent to dispatch. As these runs are sent, the screen auto creates the next sequence of these runs. (You can find more about them here - https://stratum.atlassian.net/wiki/spaces/~821518579/pages/2765684953 )
Templates is where we have frequently used jobs, that we want to send to dispatch based upon customer contracts.
Recurring jobs are set runs
that don’t change.
they have a given frequency and schedule pattern.
they can be processed as batches.
Templates are jobs
that can change.
have variable frequency and scheduling patterns.
they are processed as individual templates, with an editor panel, which also allows you to make multiple copies.
The columns available on both screens
The Recurring screen and Templates screen have the same fields, with two exceptions.
The Mark field is only on recurring jobs
to allow you to select multiple jobs to send to dispatch
as this then auto created the next sequence of jobs.
The Product Unit Charge is only on the Templates
to allow for variable charges for the same job
as this screen has an optional editor to adjust the job before it is sent to dispatch.
Column | Type | Default or additional | Use |
---|---|---|---|
Mark | Tick box | Default | To select a Job to send to dispatch - Recurring only |
Job# | Text | Default | The Job Number |
Customer | Text | Default | The Customer name |
Date | Date | Default | Start date of the job collection |
Time | Time | Default | Start time of the job collection |
Collections | Text | Default | Summary first line of collections, with pop out showing all |
Deliveries | Text | Default | Summary first line of deliveries, with pop out showing all |
Addr. Code | Text | Default | Delivery address code |
Ref 1 | Text | Default | Job reference 1 |
Vehicle | Text | Default | Vehicle - depreciated function - scheduled to be removed |
Trailer | Text | Default | Trailer - depreciated function - scheduled to be removed. |
RS | Text | Default | Depreciated function - scheduled to be removed. |
Charge | Text | Default | Job Charge (Not total, as that is only known upon completion) |
Priority | Text | Default | Urgency |
Delivery Area | Text | Default | Delivery Area field - from options. Used for planning |
Depot | Text | Default | Depreciated field replaces with C Depot and D Depot field. |
Owner | Text | Default | Who created the job, |
Info | Text | Default | Hover over to allow you see job legs without opening job. |
Ref 2 | Text | Default | Job reference 2 |
Ref 3 | Text | Default | Job reference 3 |
Template # | Text | Default | Template ID, applied to jobs created from this template. |
Job Desc. | Type Edit | Default | Description field to manage and label these jobs in Orders. |
Tariff | Text | Default | The default tariff being used on this job. |
A/C | Text | Additional | The customer accounting code. |
Actual Weight | Text | Additional | Weight field (this is a custom feature - contact sales) |
C. City | Text | Additional | Collection city |
C. Country | Text | Additional | Collection country |
C. County | Text | Additional | Collection county |
C. Depot | Text | Additional | Collection depot field - Used for depot management. |
C. Postcode | Text | Additional | Collection postcode (Eircode or other) |
CUC | Text | Additional | Unit charge field (this is a custom feature - contact sales) |
D. City | Text | Additional | Delivery city |
D. Country | Text | Additional | Delivery country |
D. County | Text | Additional | Delivery county |
D. Depot | Text | Additional | Delivery Depot field - Used for depot management. |
D. Postcode | Text | Additional | Delivery postcode (Eircode or other) |
Est. Weight | Text | Additional | Weight field (this is a custom feature - contact sales) |
First Del. Desc. | Text | Additional | Description on first delivery. |
First Delivery | Text | Additional | First delivery on the job |
Product | Text | Additional | Product Name |
Product Desc. | Text | Additional | Description of the product |
Product Qty | Text | Additional | Quantity of the product (Where products in use) |
Ref 4 | Text | Additional | Job reference 4 |
Route | Text | Additional | Depot field - from options. Used for depot management. |
Set Point | Text | Additional | The set point of the Temperatures on this job. |
Please note that there are several other fields available on a customized basis - if you would like to know more contact sales.
Please note that Stratum, receive requests for additional fields, when customers wish to use the Order screens for tasks and other operations that we may or may not have built these screens for. We do invite you to make suggestions but don’t commit to any additional fields on these screens as they are fundamental functions that don’t change and are used by a wide number of customers.