In some cases, a user may need to search, add, edit or delete order information from within the Descartes Route Planner On-demand application. These functions are easily done and available through the Order Management module of the application.
To access the Order Management module:
From the main menu, select Order Management. The following page appears:
The initial page displayed in the Order Management section is the Add An Order page, where a user can add a new order for a customer.
The following menu items are available within the Order Management section:
Home: Takes you back to the Home page.
Add Order: Allows you to add new orders.
Search: Allows you to enter criteria to search for existing orders.
View Orders: Allows you to view all orders for a given day and their respective status.
View Deliveries: Allows you to monitor existing routes and driver's progress executing the assigned stops .
Reports: Allows you to access, generate, and review reports specific to your role and access if configured. This option is independent of the operational Reports option on the Home page.
Working with Delivery Orders
Adding a Delivery Order
You can add a new delivery order directly from the Add Order page in the Order Management section.
To add an order:
Go to Add Order:
From the main menu, select Add Order.-
Enter Order Details:
Order type: Select the appropriate type from the dropdown (e.g., Delivery, Pickup, Exchange, Service, etc.).
Order #: Enter the unique order number.
Date: Use the calendar to select the scheduled delivery date.
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Fill in Customer Information:
Complete all relevant customer details. Required fields are marked with an asterisk (*).Account # / Sub Account #: Enter account numbers if applicable.
Name: Enter the customer name.
Address / Address 2: Enter the delivery address and any additional details.
Cross Streets: Specify intersecting streets if needed.
City, State/Province, Country: Select or type the city, province/state, and country.
Zip/Postal Code: Enter the postal code.
Phone # / ext.: Enter contact phone number and extension (optional).
Email: Enter the customer’s email (optional).
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Order Information:
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Time Window:
Choose One segment or Two segments to define delivery windows.
Enter start and end times for each segment as needed.
Delivery Class: Select from the dropdown if your configuration includes this field.
Class: Specify the class if used in your environment.
Order Priority: Enter a priority value if applicable.
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Add Item Details:
Each order must include at least one item. For each item, enter:Quantity
Weight
Volume
Dimensions (if needed)
Click Add Item to include additional items for the order.To remove an item, click the trash can icon next to the item.
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Add Flyby Information (if applicable):
Check Add a Flyby if this order requires a flyby delivery.
Enter Flyby #, Depot #, Quantity, and Transfer # as needed.
Submit the Order:
Review all entered details for accuracy. When ready, click Submit Order to save and add the order to the system.
Searching Orders
You can use the Search Orders page to find orders using a wide range of criteria, including order number, customer details, contact information, and delivery details.
To search for an order:
From the main menu, select Search.
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Enter your search criteria: Fill in any combination of fields to narrow your results. You can search by:
Order #: Enter the unique order number.
Internal Order ID: Enter an internal reference if needed.
Account, Sub Account: Filter by account numbers.
Name, Name 2: Search by customer names.
Address, Address 2, Cross Streets: Enter address or cross street information.
City, Country, State/Province, Zip/Postal Code: Filter by location details.
Phone #, Phone 2 #: Search by phone numbers (with extension if needed).
Email, Email 2: Enter customer or contact emails.
Class, Delivery Class: Filter by class if your setup uses these fields.
Date: Use the calendar to select a delivery date. Check “Search by date” to include this in your search.
Click Search to see results matching your criteria, or click Clear Search to reset all fields.
Tip: You only need to fill in the fields you want to search by, leave others blank.
Note: The fields displayed on your Search Orders page may vary based on admin configuration and permissions.
Controlling Search Field Visibility
Starting in version 25.07, administrators can choose which fields are shown or hidden on the Search Orders page. This makes searching for orders more efficient and relevant for your organization.
To configure search field visibility:
Go to Configuration > Parameters > Search Order.
Use the Yes/No toggles to show or hide fields like Account, Address, City, Email, Phone, Sub Account, and more.
Optionally, use the “Is Location Specific?” toggle to make field visibility settings unique to a specific location.
Save your changes.
Searching by Custom Shipment Attributes
As of version 25.04, a new checkbox, "Is Visible in OM Search?", is available in the Configuration - Shipments Attributes section. Only administrative users (such as those with configuration permissions) can access this setting.
When enabled for an attribute, that field becomes available as a search criterion in the OM Search page, allowing users to filter orders based on custom shipment data.
To include an attribute in the search:
Go to Configuration > Shipments Attributes.
Edit or add an attribute.
Check the Is Visible in OM Search? box.
Save the attribute configuration.
Once enabled:
The attribute appears as a field in the Search for Orders page.
Users can filter shipments using these fields when performing a search.
Search results will return all orders matching the selected attribute criteria
To edit an order:
Click the Edit/View Order button. The option displayed depends on the role assignment and the current state of the order. The Edit An Order page will then be presented.
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You can edit the information, remembering that the fields with a red asterisk are required. The following buttons are available from this page:
Edit Order: This button accepts the changes made on this page.
Clone Order: This button makes a copy of the order.
Delete Order: This button deletes the order.
Reset Form: This button resets the data to its original value before editing.
Add Item: This button allows the user to add items to the order. If more than one item exists for an order, a Remove Item button will allow you to delete an item from the order.
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The following tabs are available from this page:
Shipment: Provides shipment information for the order.
History: Provides historical information for the order.
Comments: Displays comments related to the order. This is optional and controlled by a configurable parameter.
Working with Transfer Orders
Adding a Transfer Order
You can add a new transfer order to move goods between locations, depots, or stores.
To add a transfer order:
From the main menu, select Add Order.
Set Order type to Transfer from the dropdown menu.
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Enter Basic Details:
Order #: Enter the unique order number.
Date: Select the date for the transfer.
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Enter Ship From Information: Complete all required fields (marked with *) for the source location:
Store #: Enter the store or depot number.
Name: Enter the name for the Ship From location.
Address, City, State/Province, Country, Zip/Postal Code: Enter full location details.
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Time Window:
Choose One segment or Two segments.
Enter time ranges as needed for pickup or shipping.
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Enter Ship To Information: Complete all required fields for the destination location:
Store #: Enter the store or depot number.
Name: Enter the name for the Ship To location.
Address, City, State/Province, Country, Zip/Postal Code: Enter full location details.
Time Window: Choose One segment or Two segments. Enter time ranges as needed for delivery.
Enter Order Details (if configured): Delivery Class, Class: Select or enter if your environment uses these fields.
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Add Item(s): Each transfer order must include at least one item. Enter:
Quantity
Weight
Volume
Dimensions (if needed)
Click Add Item to include additional items for the transfer. To remove an item, click the trash can icon next to the item.
Submit the Order: Review the information. Click Submit Transfer Order to save.
Note: Required fields are marked with an asterisk (*). Some options or fields may vary based on your organization’s configuration.
Viewing Orders
You can view the orders for the current delivery day or view the order for a different delivery date.
From the Order Management page, click View Orders.
To change the delivery date, either select a date from the calendar or enter the date and select Change Date.
Click on the Route link to switch to grid view.
To customize the columns display in the list, click the gear icon (
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To export the list of orders, click the arrow icon (
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To print the list of orders, click the printer icon (
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To delete an order, select Delete Order and click OK.
To edit an order, select Edit Order. The Edit An Order page is displayed.
Customizing Columns on View Orders
You can personalize which columns are shown in the View Orders and View Deliveries pages to focus on the details that matter most to your workflow.
To customize columns:
On the View Orders or View Deliveries page, click the gear icon (⚙️) to open the column settings window.
Select scope for your changes: Choose whether to configure columns for your user only, a specific location, or the entire organization. You can enable or disable “Use Organization defaults” or “Use Org/Loc defaults” as needed.
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Add or remove columns:
In the Current Columns list (left), you see all columns currently displayed.
In the Available Columns list (right), you see all other columns you can add.
To add a column: Drag it from Available Columns to Current Columns.
To remove a column: Drag it from Current Columns back to Available Columns.
To change the order: Drag and drop columns within the Current Columns list to rearrange their order in the table.
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Filter columns:
Use the “Filter By” box to quickly find a specific column name.
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Save or cancel:
Click Save to apply your changes or Cancel to exit without saving.
Note: Changes take effect immediately after saving. The fields and order you select will be used for your table view, unless you are using organization or location defaults.
Tip: You can customize columns separately for different tables (e.g., Orders, Deliveries, Shipments) as needed.
Editing Orders
You can edit existing orders to update customer information, order details, time windows, item quantities, and more.
To edit an order:
From the main menu, select View Orders or Search.
Locate the order you wish to edit and click Edit Order.
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Edit Order Details:
The order will open in the Edit An Order page.
The page displays tabs for Shipment, History, and Comments.
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Update any field as needed, including:
Order type, Order #, Date, Order for depot
Customer Information: Account #, Name, Address, City, Country, State/Province, Zip/Postal Code, Phone, Email, etc.
Order Information: Time Window (one or two segments), Delivery Class, Class, Order Priority
Item details: Quantity, Weight, Volume, Dimensions
Flyby Information: Add or update Flyby details if required
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Use the available action buttons at the top right:
Edit Order: Save any changes you’ve made to the order.
Clone Order: Make a copy of the order.
Delete Order: Remove the order from the system.
Reset Form: Discard any unsaved changes and revert to the original values.
Exit Order: Leave the edit page without saving changes.
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Add or Remove Items:
To add an item, enter its details and click Add Item.
To remove an item, click the trash can icon next to the item.
Review and Save: After making updates, click Edit Order to save changes.
Tips: Use the History tab to review changes and previous versions of the order. Use the Comments tab to view or add internal notes related to the order.
Note: Required fields are marked with an asterisk (*). The available fields and layout may vary based on your organization’s configuration.
Viewing Order History
All the history related to the order from creation to now is stored on the History tab.
From the Edit An Order page, click the History tab.
Viewing and Adding Comments
Comments communicate important information about a shipment. A Descartes representative must enable the ability to view and add comments on shipments.
To view or add a comment to a shipment:
From the Edit An Order page, click the Comments tab.
Click the Add a comment button to add a new comment for the order.
Type in the comment.
Click Add Comment.
Multiple comments can be added to a shipment. As each comment is added, it will appear with the date and time of when it was added and who added it.
Note: Comments can also be added from the order search results page by clicking the Edit button for an order in the Future Orders and Past Orders sections.
Viewing Deliveries
The View Deliveries page allows you to view all routes on any given day. You can also view past arrival times and exceptions that were tracked by the driver for historical orders.
Planned and updated ETAs are displayed next to each order to assist the store in resolving any customer inquiries more quickly.
Route details are viewed by clicking on the route label displayed on the page in the Dispatched Stops section. This will take you to a detailed view of the route in question, providing visibility into all aspects of the route.
Editing the order allows you to add or view comments on delivery orders regardless of their shipment status.
To view deliveries:
From the Order Management page, click View Deliveries. The View Deliveries page appears.
Select the delivery date utilizing calendar control and/or date selection.
To view route information, click on the Route name under the Dispatched Stops section.
The View Route Detail page appears.
Hover the mouse over a stop to display stop details.
Trucks will appear on the map when the route is being tracked to show where drivers are located.
Solid bars represent stops on the route.
Solid lines between stops represent the drive time.
The color of the clock above a stop indicates whether the driver will be early (yellow) or late (red) for the time window.
When darker colors are used, it represents that the delivery/pickup has occurred at the stop.
Generating Reports
You can also generate reports from the Order Management module. From the main menu, select Reports. Click here to learn more about generating reports.