Orders

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Orders

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An Order is used to subdivide your Customers work. Every Customer must have at least one Order. Any Customer can have one or more Orders.

 

It is up to you to determine when a Customer needs more than one. For example, if you supply a Customer that works on multiple projects simultaneously you may wish to create an Order for each project.

 

Another example is If you are an Paving contractor doing work on Provincial or State Government contracts. In this case you would be the Customer and you would create an separate Order for each contract you are working on.

 

Have a look at the Order Editor documentation. It will help you understand the relationship between Customers and Orders.

 

Dispatch automatically creates a new Order for each new Customer. The Order ID is identical to the Customer ID and the common column values are copied from the Customer to the Order. If you do not wish to subdivide your Customers work any further, there is no need to create any additional Orders.

 

A column name shown in red indicates that a value is required for that column.

 

Column

Description

General


Order ID

A unique sequence of letters and/or number that will be used to identify the Order.

 

When adding a new row, you can leave this column empty and an ID will be generated automatically.

Customer ID

A Customer ID identifying one of the Customers in the Customer table.

 

Much of the information in the Order table duplicates the Customer table. When a new Order is added, the values from the row identified by Customer ID are copied to the Order.

Owner

The name of the Customer or the name your Customer has asked you to use for the Order.

Description

A description of the Order.

Reference

An identifier used in addition to the Order ID. This might be your reference or your Customers reference information. For example, a contract identifier.

Purchase Order

A purchase order associated with the Order.

Location


Latitude


Longitude


Accounting


Company ID

The identifier of your business unit that will be fulfilling the Order.

Sales Unit

This will default to tons or tonnes depending on your computers Country setting.

 

If your Windows Measurement System is set to Metric, the default value is MT. If it is set to U.S., the default value is IT.

Terms

The default setting is Invoice. If the Customer pays at the scale, change the setting to C.O.D./Cash Sale.

Material taxes

Taxes paid for material

Delivery taxes

Taxes paid for delivery

Contact


Phone 1

Description and number

Phone 2

Description and number

Names

A contact name

email

A contact email address

Other

Additional contact information

Ticket Printing


Ticket Table

The default Ticket Table where the Orders ticket data will be stored.

Ticket Unit

The default Ticket Unit for the Orders ticket data will be stored.

 

If your Windows Measurement System is set to Metric, the default value is kg. If it is set to U.S., the default value is lbs.

Print Ticket

A true/false value that indicates whether to print Tickets for an Order

Print Bar Code

A true/false value that indicates whether to print barcodes for an Order

Print Daily Totals

A true/false value that indicates whether to print Daily Totals for an Order

Print Order Totals

A true/false value that indicates whether to print Order Totals for an Order