Accessing the Order List

To access the order list:

1    From the main menu, select Data > Orders.

The list of orders appears:

2 Select a schedule from the drop-down menu in the top right-hand corner of the page to display all orders assigned to that schedule.

3 Use the plus signs to expand the tree view of the Orders list page to view associated stops and order lines.

4 Right-click on a selected order record and select one of the management options:

  Edit: Displays the Edit Order page for one or more selected orders

  Clone: Copies the selected order

  Split: Displays the Split Order page

  Itinerary (may or may not be present)

  Delete

  Show on Dashboard: When selected for an order, the system will navigate the user to the dashboard with the order’s schedule selected and highlight the associated stop/route row in the Unassigned Stops or Routes quadrants

  Reassign Schedule: Allows the user to move the order to another schedule

  Edit Time Windows: Displays the Re-date Orders window, allowing the user to modify the time windows of the order

  New Order: Begins the order creation process

  List View Mode: Changes the display from tree view to list view

  Import CSV Data: Displays the Import Orders window, allowing users to import data via CSV file

  Export CSV Template: Exports displayed order information to a CSV file