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How to manage Order Details?

As an admin, you can view and manage the details of individual orders through the order management section. This guide explains how to do so.

 

Step 1: Accessing the Order Detail View

  1. Navigate to Disposal > Order Management to view a list of all past and current orders.
  2. Select the order whose details you want to access.
    • Tip: Use the search fields and filters to quickly find the desired order.
  3. Once you locate the order, click Details in the corresponding row to open the detail view.

Step 2: Managing Order Details

In the detail view, you can manage various aspects of an order. The following actions are possible:

  • Manage issue reports for an order
  • Edit quantities and weights
  • Manage billing positions
  • Upload documents for an order
  • Manually change the order status
  • Manage labels for an order
  • Edit the order type
  • Manage contract prices for an order
  • Access container details

Managing Problem Reports for an Order

  1. Click the "Problem" tab in the order details.
  2. In the Problem section, all reports related to the order are displayed along with their statuses (e.g., "open" or "resolved").
  3. You can perform the following actions:
    • Report a new Problem: Click Report Problem.
    • Mark an open issue as resolved: Click Mark as Resolved.
    • Comment on an open Problem: Click Add Comment, enter your comment, and then click Save.
    • Reopen a resolved Problem: Click Reopen Problem.

You have successfully managed the Problem reports for an order.

Managing Quantities and Weights

Quantities and weights are typically reported back by the disposal provider (via email or API). If corrections are needed or if no data has been reported, you can manually enter these values.

  1. Click the "Quantities & Weights" tab in the order details.
  2. Click Edit.
  3. Enter the values.
    • Tip: Click the plus icon to add a row or the bin icon to remove one.
  4. Click Save to confirm your changes.

The entered quantities will also appear under the "History" tab in the "Execution" section. You have successfully managed the quantities and weights for the order.

💡 Note: If the disposal provider reported quantities and weights via email, their response and attachments are displayed under the "Quantities & Weights" tab. Attachments can also be downloaded here.

Reclassifying Orders

  1. Click the "Quantities & Weights" tab in the order details.
  2. Click Reclassify. A form will open.
  3. Choose between "Add Reclassification" or "Add Any Item", then select the item from the dropdown menu.
  4. Click Add Item to confirm your selection.

You have successfully reclassified the order.

Managing Billing Positions

An order can only be prepared for invoicing once it has reached the "Executed" status and quantities have been reported and verified. You can check the status under the "History" tab.

  1. Click the "Billing" tab in the order details.
  2. Perform the following actions:
    • View billing position details: Click Show Details.
    • Edit billing positions: Click Edit, adjust the values, or add a new position by clicking Add Position. Confirm with Save.
    • Prepare the order for billing: After reviewing all prices and completing billing positions, click Prepare for Billing and confirm with OK. The order status will change to "In Billing".

You have successfully managed the billing positions for the order.

💡 Note: Once the order is prepared for billing, you can start invoice generation directly from the order management section. Until an invoice/credit note is created, the order can be reopened for editing by clicking Edit.

Managing Documents for an Order

Disposal providers can return documents (e.g., delivery and weigh notes) via email integration. These documents are automatically attached to the respective order details. Alternatively, you can upload documents manually.

  1. Click the "Documents" tab in the order details.
  2. Perform the following actions:
    • Download documents: Click on the desired document to download it.
    • Delete documents: Click Delete on the respective document tile.
    • Upload documents: Select the document type from the dropdown menu and optionally add a document number. Then click Upload File to upload the file from your computer.

The uploaded document will appear under "Attached Documents". You have successfully managed documents for the order.

💡 Note: If documents are returned via email integration, you can also view and download them under the "Quantities & Weights" tab.

Manually Managing Order Status

  1. Click Change Status in the "Status" section on the left.
  2. Select the desired status from the dropdown menu. Options include:
    • Ordered
    • Confirmed
    • Executed
    • Reported Back
    • Verified
    • Invoiced
    • Canceled

For example, you can reset a confirmed order to "Ordered", which re-enables the "Canceled" option.

You have successfully changed the order status manually.

💡 Note: Once an order reaches the "Invoiced" status, further status changes are no longer possible. In such cases, contact support.

Managing Tags for an Order

💡 Note: Only Tags previously defined in the Administration menu can be assigned to an order. Learn more here.

To add a Tag, click the plus icon in the "Tags" section on the left.

  1. Select the desired Tag from the dropdown menu.
  2. To remove a Tag, click the X icon on the respective Tag.

You have successfully managed the Tags for the order.

 

Tip: Use the order management filters to find orders with specific Tags.

Editing the Order Type

  1. Click Edit in the "Order Type" section on the left.
  2. Select the desired order type from the first dropdown menu.
  3. Select the container setup status from the second dropdown menu.
  4. Click Next to confirm your changes.

You have successfully edited the order type.

Managing Contract Prices for an Order

  1. Click Open Prices in the "Articles" section under "Prices". A new window with price details for the order or associated container will open.
  2. Click Edit to perform the following actions:
    • Adjust existing prices: Modify the price details.
    • Delete prices: Click the red X icon.
    • Add new prices: Depending on the price type, click Add New Price or Add New Tiered Price.
  3. Confirm your changes by clicking Save.

You have successfully managed the contract prices for the order.

Accessing Container Details

  1. Click Open Container in the "Articles" section under "Management".
  2. View or manage the details of the container associated with the order.

You have successfully accessed the container details for the order.