Creating a new order

    Z Metrans Customer Wiki
    Verze z 7. 5. 2024, 13:37, kterou vytvořil Mlynek (diskuse | příspěvky) (založena nová stránka s textem „The order with this error '''<u>cannot</u> be submitted''' to METRANS. <br> <br> === Mandatory Field for Subsequent Transport 32x32pixelů === 24x24pixelů Fields marked like this '''allow the saving''' of the order into the system. Buttons '''Save & Next''' or '''Save in Progress''' will perform the required action of saving the order.“)
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    Jiné jazyky:

    To create a transport order, click on the Plus12.png icon in the top right corner of the List of Orders. Choose the type of order, and by clicking the Continue button, the page for entering the basic details of the new order will appear.

    By clicking the Cancel button or the Image97645.png icon, the pop-up window will close, and the order creation process will be terminated.

    New order003.png"

    Control buttons Save as in Progress, Close, Save and Next

    These control buttons can be found in the footer of every newly entered order.


    Order show buttons.png

    Button Description
    Close
    • This button closes the form for entering a new order.
    • If the order is closed from the Header and Containers section, the order will not be saved in the system, and all data will be lost.
    • If the order is closed from the Transport Chain, Goods, Services, File Upload, and Order Overview pages, the order will be saved in the system, and all data except the currently closed page will be stored.
    • In the List of Orders, the order will be in the Draft status.
    Save in Progress
    • The order is saved in the system, and all data including the currently closed page are stored. You will be redirected to the List of Orders, where the order will receive the status Work in Progress. On the Header and Containers page, at least 1 container number must be filled in for the order to be saved.
    Save & next
    • The order is saved in the system, and all data including the currently filled page are stored. You will be redirected to the next step of the order.
    Send
    • This button is visible only on the last step of the order (Overview).
    • By clicking it, the order is sent to the company METRANS. In the List of Orders, this order will be in the Submitted (sent) status.
    Edit
    • This button is visible only for submitted orders.
    • Editing a submitted order is possible only after approval and acceptance of the order by METRANS (order status Accepted).



    Error Messages

    Mandatory Field for Saving OrderHard er.png

    Hard er.png Fields marked like this prevent the saving of the order into the system. Buttons Save & Next or Save in Progress will not perform any action.

    The order with this error cannot be submitted to METRANS simultaneously.

    Mandatory Field for Order Submission Warning error.png

    Warning error.png Fields marked like this allow the saving of the order into the system. Buttons Save & Next or Save in Progress will perform the required action of saving the order.

    The order with this error cannot be submitted to METRANS.

    Mandatory Field for Subsequent Transport Info error.png

    Info error.png Fields marked like this allow the saving of the order into the system. Buttons Save & Next or Save in Progress will perform the required action of saving the order.

    The order with this error can be submitted to METRANS, and these fields are editable even after the order has been submitted.



    Transport Order Guide

    The order guide consists of six steps, with the currently opened page highlighted in bold. Other pages are titled in grey text to indicate that they have not been filled in by the user yet.

    01 wizard.png

    After filling in and saving each page, the title color changes from grey to black (indicating that the section has been completed).

    02 wizard.png


    To navigate between the individual steps of the order, you can use the button Save and Next or Back. The order guide mode does not allow users to skip, for example, from step 1 to step 5 without sequentially filling out steps 2, 3, and 4.


    Once the user reaches step 6 (Overview), the guide mode is deactivated, and the user is allowed unrestricted movement between the steps using the left mouse button.

    03 wizard.png