[V1 OM] Single Orders

You can create a single order via our Order Management. Single orders are suitable for small orders that you want to develop or for one-time customers via a 3 step process:

(1) Shipment Info,

(2) Package Info,

(3) Summary of Order.

Create new Single Order

As an agent, you can create the following single order by following these steps:

1. Navigate to > Orders > Orders page will be displayed
2. Click on + Add New
3. Select Single Orders > Single order page will be displayed.
   
   
   
   
4. Choose Personal or Enterprise
   
   
   What is Personal? 

   Personal refers to an individual not sending a package(s) for professional reasons.
   
   
5. Enter the Shipment Info for a new Single Order (Refer to the table below for field/section description).
6. Click Next: Add Package Info, Save As Draft, or Cancel.
   
   
   What is a Manual Order ID?

   A Manual Order ID is used for orders that have been created offline. To read more about how to create Manual Orders click here.
   
   
   

   Delivery Operating Models

   

   There are two types of delivery operating models that are supported by Quincus' suite of logistics modules:

   • Hub & Spoke
     • This refers to when a package is picked up from the sender and gets transported to a central processing facility (usually a hub) before it is delivered to the recipient.
   • Point To Point
     • This refers to when a package is picked up from the sender and gets delivered directly to the recipient without going through a hub or a processing facility.

   Handling Facility Code

   In the field Handling Facility Location Code, you can choose to enter the facility's location code or the facility's name. A list of suggested facilities will be displayed for you to assign the facility as the pickup/delivery location.

   

   By inputting the handling facility, orders can be assigned to facilities in Dispatch Management, even without the need to set up an Allocation Matrix. 

   

7. Enter Package Info (Refer to the table below for field/section description)
8. Click Back or Next: View Summary to receive a summary of the order.
   
   
   
   
   

   Custom Package Option:

   The custom package option can be selected on the Package Info page. Click on the Package Type dropdown and choose Custom Type to opt for the custom package option.
   
   After choosing Custom Type, you will be able to input the Length, Width, and Height of the custom package, which was greyed out previously.

   

   ---

   Duplicate Packages

   You can duplicate all package-level information when creating an order to speed up your order creation process.
   To duplicate packages, 

   1. Navigate to the "Summary of Packages" section.
   2. On the top left-hand corner of the package summary, click the duplicate icon to duplicate the package for this order.

   

    

   
   
9. View Summary of Order.
10. Click Back or Confirm Order.
    
    
    
    
11. Enter Pick Up Instructions or Delivery Instructions. 
    
    
    Pick up & Delivery Instructions

    You can add additional information pertaining to the pickup or delivery. This will be visible to all users.
    
    * You can edit additional instructions even after the order has been placed. 
12. You can Download or Print each Shipping document.
13. Click Done or Create Another Order to return to the Order Activity page.
    
    
    How do I Configure the Shipping Documents?

    Go to Admin > Settings > Shipping Docs > Add New > Configure your shipping label doc.

    Difference between Shipment ID versus Order Number

    A Shipment ID is a specific number assigned to each parcel before being shipped. This number works as a unique ID code and allows people to follow and track their package from the departure (warehouse, storage center, etc.) to the final destination. The Shipping ID is usually printed as a barcode that can be scanned with a barcode reader or smartphone. 

    An order number, also known as a purchase number or ID order, is a number that identifies a purchase or order placed by a buyer. 

 Order Tracking URL

After the order has been created, a tracking URL for Q-Ship will be generated. You can send this URL to your customers and they can easily keep track of their orders without the need to physically input any tracking numbers or login to Q-Ship.

Field Description

Account Details

Sender Info

Consignee Info

Service Type

Package Type

Saving Order as a Draft

1. Navigate to > Orders > Orders page will be displayed
2. Click on + Add New
3. Select Single Orders > Single order page will be displayed.
4. Enter the Account details for a new Single Order
5. Click Next: Save As Draft
6. A draft will be saved
7. Return to Order Activity List and filter the status "Draft."

Edit Order

You can edit each Order that is added to the system.

1. Navigate to Order > Order Activity Dashboard
2. Click the three dots on the Order Activity Dashboard list
3. Click Edit
4. Edit the fields that you need.
5. Click Save Edit.

Delete a Draft

You can only delete orders with the draft status from your order activity list.

1. Navigate to Orders > Order Activity list
2. Filter or search the drafts that you want to delete
3. Click the three dots on the activity order list and click Delete
4. Delete the order, and a confirmation message will appear.
5. Click No; go back to not delete the order.
6. Click Yes, Delete order to delete the order permanently.