Introduction
The Orders page is where you can view, manage and update your orders, from that comfy new couch for Mrs. Johnson to that fresh batch of lilies for Mr. Rodriguez's anniversary. If you are a Planner, understanding how to use Orders effectively will make your daily tasks easier and more efficient.
In this guide, we will dive into how you can use the Orders page to streamline your last-mile deliveries and keep your customers happy.
Importing Your Orders: Two Ways to Get Started
There are two main ways to get your orders into Mover TMS:
Importing from Your Enterprise Resource Planning (ERP) system: Most of our customers use an automatic import feature. This is set up during onboarding by a power-team of project managers and developers from your organization and from Mover. They'll connect Mover TMS to your ERP system, so your orders flow in automatically, saving you time and reducing errors.
Manual Upload via Spreadsheet: If you need a more hands-on approach in specific circumstances, you can also upload orders manually. We provide a pre-formatted spreadsheet you can download directly from the TMS. Just fill it out with your order details and upload it back into the system.
Here are a few examples where importing orders might be useful:
One-Off Deliveries: Maybe you have a special customer who needs a late-night delivery of a mattress. Since this isn’t a part of the usual sales flow, you can quickly add this order manually through the spreadsheet instead of waiting for the next ERP import cycle.
Last-Minute Changes: You receive a flower order for a birthday happening this very afternoon! There’s no time to wait for the next ERP update, so uploading the order manually ensures the flowers get delivered on time to make the birthday extra special.
Pilot Programs & Testing: You might be rolling out a new delivery service in a specific area, so you can upload sample orders manually to test the TMS functionality before integrating it fully with your ERP system.
Taking Control: Editing and Organizing Your Orders
Once the orders are in the TMS, you can manage them directly on the Orders page. Here's what you can do:
Edit Order Details: You can easily change Order ID, Pick-Up and Delivery details, Dates & Times, Tags, and even Task Times for Drivers directly in the TMS.
Click on the Order whose details you want to change
Click on “Edit Order” in the top-right corner
In the side window that opens to the right, make the necessary changes and click the Save icon to confirm.
Filter Orders: To avoid getting lost in a sea of deliveries, use our filters to sort by Order Status, Delivery Date, or Tags. You can even search for specific orders using the handy search bar.
Create Personalised Views: Like seeing all your "City Centre Deliveries" in one place, or maybe you want a dedicated view for Click & Collect orders? You can create custom views to organize your orders in a way that makes the most sense for your daily operations.
Create New View to organize your orders based on multiple scenarios.
Double-click on an existing View to rename it. Choose if you want to share this View with other users in your organization.
Click on the Cog Icon to add or remove columns from your View. Once done, click Save to confirm changes.
If you want to delete an existing view, click on the Cog icon and choose Delete View.
Order Statuses Explained
Orders move through different stages in the TMS, reflected by their status. Here's a quick breakdown:
Placed: Orders in this status are received by the system but not ready for routing yet until the delivery address and delivery dates are validated. Conditions for validating an order:
The Pickup and Delivery Dates must be dates in the future
The Delivery timeframe must be overlapping or following the pickup timeframe
The Delivery Address must be a valid address
On Hold: This status is helpful when one or more colli from an order are missing or damaged, as it prevents the order from being planned on a route. There are two ways to set an order on hold:
Manually in the TMS. Using the "Edit" button you change an order from status "Ready" to "On Hold".
Automatically. If one or more colli from an order are missing or damaged on a Linehaul or during staging, the TMS will mark the order as On Hold
In both scenarios, you need to move the order back to Ready when the problem is solved and the order is ready to be planned on a route.
Ready: This is the green light! Orders with a "Ready" status have been vetted and are good for route planning.
Delivered: The order has reached its destination! As drivers scan packages along their route, orders will automatically transition into this status.
Cancelled: Orders in this status will not be planned on a route, as they have been cancelled either through manual action in the TMS, or in your ERP.
Deleted: If an order is removed from the system altogether, it will appear as Deleted.
Automate Order Management with Enrichment Rules
Enrichment Rules are a cornerstone of our TMS's rule-based automation capabilities, allowing you to add and customise information to an order.
Consider a scenario where you need to add extra task time to all orders delivered in the city centre. Instead of manually tagging each order, you can set up an Enrichment Rule that automatically adds a "City Centre" tag to any order with a ZIP Code that matches city centre areas. This tag can then be used in Route Planning to ensure extra task time is accounted for, improving delivery efficiency and customer satisfaction.
Key Enrichment Capabilities for Orders
Tagging: Automatically add Tags to Orders based on specific criteria. Tags group orders with common characteristics, enabling targeted rule application and easier management of these orders.
Adding Estimated Collo: Automatically calculate and add estimated collo (package) to orders, providing more accurate load planning and resource allocation.
Updating Delivery Address: Automatically update delivery addresses for orders based on predefined rules, ensuring that address corrections or changes are applied consistently.
Assigning to Specific Organizations: Automatically assign order to specific organizations or contractors based on tag or order ZIP code.
How to use Enrichment Rules for Orders
Navigate to Enrichment Rules: Click on the Orders page, then Enrichment Rules.
Create a New Rule: Click Create Enrichment Rule or New Enrichment Rule to start.
Name Your Rule: Give it a descriptive name that will help you, or other users in your organization, to recognize the rule at a later stage easily.
Define Criteria: Choose the criteria that orders should meet to “qualify” for the specific Enrichment Rule. You can choose between ZIP Code, Tags, or combine both into a criteria set.
Set Actions: Decide what actions should be applied to orders meeting the criteria. Actions include adding tags, updating delivery addresses, and assigning orders to specific organizations.
Confirm Selection: Click Create Enrichment Rule to save your changes.
You can add multiple criteria and actions to a single rule. Once created, orders will be automatically updated based on the defined parameters. You can create as many rules as needed, ensuring they align with your operations.To edit or delete an existing Enrichment Rule, click:
on the rule itself to make changes (remember to save your changes!)
on the Trash Bin icon to delete
