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Changes for page Auftragsverwaltung

Last modified by YellowFox_RD on 2025/01/23 13:20
From version 2.1
edited by YellowFox_RD
on 2025/01/23 13:20
Change comment: There is no comment for this version
To version 1.1
edited by YellowFox_RD
on 2025/01/16 12:51
Change comment: Imported from XAR

Summary

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Content
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1 1  (% class="box" %)
2 -(((
3 -Table of Contents
4 -)))
5 -
2 +(((Table of Contents)))
6 6  {{toc/}}
7 7  
8 8  = Basics =
9 -
10 10  == Which functions does the order management provide? ==
11 -
12 12  The order management is to assign and administrate orders, sent to the dirfferent vehicles. Therefore you need the correct hardware in your cars, supporting the order management functions. Additionally the ordermanagement has to be activated on the website. An order created at the website will be send to the car display. The driver then can accept or reject the order. This and the following actions will be stored and visible at the order management site. Depending on the used hardware the available functionality may differ.
13 -
14 14  == Available lists ==
15 -
16 16  After starting order management there will be visible the actual orders by default. Other order states and functions will be available by switching the tabs. The upper tab bar offers the following options:
17 -
18 18  (((
19 19  * [[active orders>>doc:||anchor="Auftragsverwaltung-activeOrders"]]
20 20  * [[delayed orders>>doc:||anchor="Auftragsverwaltung-delayedOrders"]]
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24 24  * [[closed orders>>doc:||anchor="Auftragsverwaltung-completedOrders"]]
25 25  * [[search>>doc:||anchor="Auftragsverwaltung-searchOrders"]]
26 26  * [[dispo overview>>doc:||anchor="Auftragsverwaltung-dispoOverview"]]
27 -* [[settings>>doc:||anchor="Auftragsverwaltung-Settings"]]
19 +* [[settings>>doc:/display/ds/Auftragsverwaltung||anchor="Auftragsverwaltung-Settings"]]
28 28  )))
29 -
30 30  = The tabs =
31 -
32 32  == Common list structure ==
33 -
34 34  Above each list will be placed some buttons. The buttons to reload the current list and to create a new order will be available everywhere. Depending on the current order state an order can be additionally (re)send, cancelled, closed or deleted.
35 -
36 36  |[[image:reload.png]]|//refresh//|Reloads the current list.
37 37  |[[image:new_order.png]]|//create new order//|Opens the window to create a new order
38 38  |[[image:send_selected_order.png]]|//(re)send selected orders//|Sends the selected orders to car displays. If no car assigned to an order draft, there will be shown a list, to assign the cars.
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42 42  
43 43  Depending on your setup the list contains a number of entries per page. The count of entries can be changed temporary directly at the table head or permanently by changing personal settings. Additionally there will be a search field on the upper right to filter the orders by the columns: order number, car, order state and customer. An ascending or descending ordering per column is also available.
44 44  The following columns are available:
45 -
46 46  |//order created on//|date and time when an order was created
47 47  |//order number//|selfdefined order number
48 48  |//car//|the car, received the order
... ... @@ -49,40 +49,39 @@
49 49  |//order state//|last state message send by car (this column is not available for order pool)
50 50  |//customer//|A self defined customer name, for the order. This name can be a customer from address book or a new identity.
51 51  |//planned arrival time//|It's possible to set an estimated arrival time directly on order creation. If defined such a time, it will be shown in this column. Only orders with a planned arrival time can ever be sorted into delayed orders list.
52 -|//Action//|(((
53 -* [[image:Auftrag_details.png]] Shows the order details with according state history.
54 -* [[image:Auftrag_Edit.png]] Only for order pool available. Allows edit of current order.
55 -* [[image:Auftrag_kopieren.png]] Creates a copy of the selected order with all settings of the current order as predefined values. This makes it easy to create multiple similar orders.
39 +|//Action//| (((
40 +* [[image:Auftrag_details.png]] Shows the order details with according state history.
41 +* [[image:Auftrag_Edit.png]] Only for order pool available. Allows edit of current order.
42 +* [[image:Auftrag_kopieren.png]] Creates a copy of the selected order with all settings of the current order as predefined values. This makes it easy to create multiple similar orders.
56 56  )))
57 57  
58 58  == Available lists ==
59 -
60 60  |//active orders {{id name="Auftragsverwaltung-activeOrders"/}} //|Actual orders are orders, sent to a car and progress is not completed, canceled or revoked. Such an order can't be deleted directly but can be canceled or closed. After an order was cancelled a message will be send to the car display to remove the order. After the car display confirmed the deletion, the order will be moved to closed orders. Besides the details you can create a copy of an order, too. The copy function will be available instead of edit, because an order, sent to a car can't be changed at display. Especially informing the driver would be a problem. So copy opens the order create window with preselected values from the source order. This new order can be send as is or with any changes.
61 -|//delayed orders {{id name="Auftragsverwaltung-delayedOrders"/}}//|A delayed order is an order, where an estimated arrival time is set and this time elapsed without order completion.
62 -|//not received orders {{id name="Auftragsverwaltung-notDeliveredOrders"/}}//|An order is delivered, if the car display returns an acknowledgement message. Sent orders without such an acknowledgement message will be shown in this list. Some minutes of delay are completely normal. Older orders in this list may be the result of a communication problem to the car. In this case you should try to resend the order and/or inform the driver.
63 -|//orders per car {{id name="Auftragsverwaltung-carbasedOrders"/}}//|This list shows all orders send to a car within the last 24h. For each of this orders the last state with according timestamp will be visible.
47 +|//delayed orders {{id name="Auftragsverwaltung-delayedOrders"/}}
48 +//|A delayed order is an order, where an estimated arrival time is set and this time elapsed without order completion.
49 +|//not received orders {{id name="Auftragsverwaltung-notDeliveredOrders"/}}
50 +//|An order is delivered, if the car display returns an acknowledgement message. Sent orders without such an acknowledgement message will be shown in this list. Some minutes of delay are completely normal. Older orders in this list may be the result of a communication problem to the car. In this case you should try to resend the order and/or inform the driver.
51 +|//orders per car {{id name="Auftragsverwaltung-carbasedOrders"/}}
52 +//|This list shows all orders send to a car within the last 24h. For each of this orders the last state with according timestamp will be visible.
64 64  |//order pool //{{id name="Auftragsverwaltung-orderDrafts"/}}|An order, not send to a car will be stored in the order pool. Such a draft can be edited or send. Besides such an order doen't need a car assigned. So future orders can be entered in a block and assigned to a car, when they shall be send. Because such a draft was not send to a car, it can be deleted directly. Attention, a deletion is not reversible.
65 -|//closed orders {{id name="Auftragsverwaltung-completedOrders"/}}//|Here are listed all closed orders, no matter how they were closed. This means here are not only successfully completed orders but also cancelled and declined orders. An order closed via the website will be marked with a hook ([[image:man_closed.png]]). An closed order can be deleted too, because the order data are only available at the website.
54 +|//closed orders {{id name="Auftragsverwaltung-completedOrders"/}}
55 +//|Here are listed all closed orders, no matter how they were closed. This means here are not only successfully completed orders but also cancelled and declined orders. An order closed via the website will be marked with a hook ([[image:man_closed.png]]). An closed order can be deleted too, because the order data are only available at the website.
66 66  
67 - Attention: Deleting an closed order will not only remove the order itself but also the according history entries permanently
57 + Attention: Deleting an closed order will not only remove the order itself but also the according history entries permanently
58 +|//dispo overview {{id name="Auftragsverwaltung-dispoOverview"/}}
59 +//|The dispo overview is another type of graphical presentation, showing the order execution.
60 +|//search {{id name="Auftragsverwaltung-searchOrders"/}}
61 +//|The search allows to define filters upon all available order data. Compared to the regular search field it is possible to define what you want very precisely. (look at extra paragraph: [[the search>>doc:/display/ds/Auftragsverwaltung||anchor="Auftragsverwaltung-Thesearch"]] )
68 68  
69 -|//dispo overview {{id name="Auftragsverwaltung-dispoOverview"/}}//|The dispo overview is another type of graphical presentation, showing the order execution.
70 -|//search {{id name="Auftragsverwaltung-searchOrders"/}}//|The search allows to define filters upon all available order data. Compared to the regular search field it is possible to define what you want very precisely. (look at extra paragraph: [[the search>>doc:/display/ds/Auftragsverwaltung||anchor="Auftragsverwaltung-Thesearch"]] )
71 -
72 72  For actual, delayed, not delivered orders and order pool there will be shown the count of enclosed orders in the tab list. 
73 -
74 -
64 + 
75 75  == The search ==
76 -
77 77  On switch to search tab there will be only a limitation, of orders created in the last 30 days, active. To search for the filtered data there will be a //search// button between input area and result list. The following filters are available: //order create date//, //order state date//, //planned arrival time//, //order number//, //order text//, //car(s)//, //customer(s)//, //order state// and //user//
78 78  the first 3 parameters are time spans. You can select a predefined timespan from the list or you can define the date range yourself. If a date was set, the filter can be removed with the x ( [[image:cross.png]] ) behind each field.
79 79  All other input fields can handle multiple search terms for filtering. For cars the selection is similar to the create/edit dialog. In all other input fields the filter parameters will be shown as tokens. A token can be set by pressing enter. Each of this tokens can be deleted seperately. An order will be found, if one of the tokens for a filter will fit and all of the filters will fit.
80 -
81 -
69 + 
82 82  = Create/Copy/Edit order =
83 -
84 84  After clicking //create new order// ([[image:new_order.png]]) the input mask will be opened. The input masks to edit or copy an order are the similar but with prepopulated data, so the following points apply to all cases.
85 -
86 86  |//customer name//|For easier coordination and navigation a customer name can be assigned to an order. The suggestions refering to the data from the address book. So you can enter a name or just klick on the address book symbol ([[image:userlist.png]]) to open it and select the correct customer. If such a known customer is selected and an address is available, this address will be used automatically as navigation target. You can change the target manually later.
87 87  |//order number//|A self defined order number consisting of chars and numbers.
88 88  |//navigation target//|Using a garmin display in your cars, a navigation target is required for an order. For other displays the navigation target can be optionally set. You can just enter the target address and select from autosuggestion list or just confirm your input with enter key. The map symbol ([[image:set_navigation_target.png]]) will open an extra input mask, to enter the target as latitude/longitude too or use the map to specify it. This navigation target can be added to the order text, to be visible for the driver.
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96 96  |//cancel//|Cancels the input and return to the last overview list.
97 97  |//send / create order / save changes//|Create or save an order just adds or modifies an order in order pool. Using the sending function sends an order to the selected objects, too and so moves the order to the sent orders. To allow faster creation of multiple orders each option exists with the extension "+ create more" to not open the overview list at the end but opens a new input mask.
98 98  
99 -
85 + 
100 100  //(1)// As customer contact will be used the first contact entry for the selected customer. To use this function, an existing customer has to be selected by //customer name// and for this customer at least one contact has to be available.
101 -
102 -= Settings{{id name="Auftragsverwaltung-Settings"/}} =
103 -
87 += Settings =
104 104  Depending on used hardware and user rights the settings menu contains 2 to 5 sub tabs.
105 -
106 -|//personal settings//|always available with the following options:(((
89 +|//personal settings//|always available with the following options:
90 +(((
107 107  * set default table rows for order lists
108 108  * on create or edit orders, reduce the count of available options for better overview (if options not or only rarely used)
109 109  * Behaviour, if new customer name entered on create new order. Using the option //ask for changing address book// results in an extra input mask to completely fill the customer data, if a new customer name entered.