Organisational Management Of Freight Logistics, Shipping And Deliveries

Before reading on please ensure that you have understood the following topics:

• Getting Started/Overview
• Personal Signing Up To SQUIZZ.com
• Registering An Organisation
• Organisation Settings
• Organisational Data

For organisations trading on the SQUIZZ.com platform there are 3 key features that can be utilised to manage freight logistics of ordered goods, these are:

• Calculation Of Freight Surcharges
  For sales orders raised against a selling/supplying organisation, freight surcharges can be calculated based on setting up customised surcharge rules. Freight surcharges can be calculated prior to an order being confirmed within the SQUIZZ.com platform's ordering workflows, or at the time a purchase order is being procured through the platform and converted into a sales order. This allows customers to know the cost of freight before, or after their order is confirmed. Highly customised surcharges rules can be created, that look at many aspects of the sales order to determine the price.
   
• Order Submission To Freight Providers
  For sales orders that have been raised and confirmed for a supplying organisation, the orders can be sent across to a freight provider, which contain systems to organise the freight carriers to deliver the confirmed ordered products. The freight providers raise freight consignments with carriers, calculate costings of ordered products (in advance or at the time a consignment is raised), print shipping labels for the goods being packaged, and facilitate shipping/delivery tracking data from freight carriers.
   
• Sending Freight Delivery Notifications
  For sales orders that have been confirmed, within the SQUIZZ.com platform it allows the supplying organisation to send out freight delivery notices, that can contain key information of where the ordered goods are located, and what stage they are at within the freight dispatch process. This can include when ordered products are being packaged, dispatched, on route, held at a freight distribution centre, have reached their final destination, were lost on way, or can be expected to be delivered (also known as an Advanced Shipping Notice ASN).
  
  These delivery notices can be sent to the customer who raised the original order, be lodged against the customer account of the supplying organisation in SQUIZZ.com, as well as be sent on to customer organisations to import the delivery notices into their own business systems, such as against the original purchase order.
  
  Freight providers may be used to generate the freight delivery notices, and the delivery notices may include references to freight carrier tracking codes, original sales order, customer invoice, among several other pieces of information.

For each organisation registered to the SQUIZZ.com platform, can set up and manage the freight surcharges, freight providers, and freight delivery notices.

Each organisation can setup freight providers within the SQUIZZ.com platform. Each freight provider has the ability to handle organising the delivery of goods ordered by a customer with one or more freight carriers. Freight providers may have relationships with one or many freight carriers and their computer systems, or the freight provider may be a freight carrier themselves. In most cases an organisation will need to set up an account within a freight provider's system first, then once done be able to set their account details within the SQUIZZ.com platform. Once done this will allow SQUIZZ.com to send sales orders across to the freight provider, who can then raise the consignment note and tracking IDs with the freight carrier, as well as arrange for the freight carrier to pick up the goods to be delivered to the customer. 

Freight providers may also be able to be used to obtain freight cost estimates. based on being able to obtain quotes from one or more freight carriers to deliver goods listed within an unconfirmed sales order. This may then allow the customer to select the most appropriate freight carrier to deliver the goods, based on cost, or estimated time of delivery.

Freight Provider Detail

For each freight provider, the following details can be set:

• Freight Provider Code
  Code that allows the freight provider to be identified. This code must be unique to each freight provider that the organisation has set up in the platform.
   
• Freight Provider Label
  Label of the freight provider. The label allows the freight provider to be easy understood.
   
• Set Freight Sender Address As
  Controls who the sender of the freight will be set within the consignment note, and may appear on the label that is sent with the ordered goods.
  • Supplier Billing Address
    The sender is set based on the organisation's primary billing address.
     
  • Order Billing Address
    The sender is set based on the details of the billing address assigned to the order.
     
  • Order Billing Address If Drop Ship, Else Supplier Billing Address
    If the sales order is flagged as being drop shipped then then the sender will be set as the details of the billing address assigned to the order, otherwise if it is not a dropship order then the organisation's primary billing address will be set as the sender. A "drop ship" order means that the customer who ordered the goods has designated that the goods are to be delivered from the supplying organisation directly to the end consumer.
     
  • Supplier Billing Address If Order Addresses Match, Else Supplier Billing Address
    If the billing and delivery addresses match in the order then set the sender as the order's billing address, otherwise if the addresses don't match then set the sender as the organisation's primary billing address.
     
  • Do Not Set
    Do not set the sender within freight order. This option should be chosen if the customer that the goods are being delivered to should not know who sent the goods.
• Provider Type
  Set the kind of freight provider who will be handling the sales order.
  • Smart Freight
    Allows the SmartFreight organisation's system to receive sales orders, create consignment notes, print delivery/shipping labels, send consignments to chosen freight carriers, as well as calculate freight quotes. SmartFreight integrates into the majority of freight carriers within Australia and abroad including: Australia Post, StarTrack, TNT, Toll, DHS, FedEx, UPS, plus many more.
    See http://smartfreight.com/ for more details.
     
  • OneFlo
    Allows Flip Group's OneFlo freight system to receive sales orders, create consignment notes, print delivery/shipping labels, send consignments to chosen freight carriers, as well as calculate freight quotes. OneFlo integrates into several freight carriers within Australia and abroad. See https://oneflo.com.au/ for more details.
     
• Active
  If Yes then the freight provider is active and is allowed to be assigned to sales orders.
   
• Web Service User ID
  ID of the user that allows SQUIZZ.com to send the organisation's sales order across to the freight provider type's system. The details should be given from the freight provider type.
   
• Web Service User Password
  Password of the user that allows SQUIZZ.com to send the organisation's sales order across to the freight provider type's system. The details should be given from the freight provider type.

SmartFreight Freight Provider Settings

Settings that are configurable if the Freight Provider Type is set to SmartFreight.

• SmartFreight Order Import Mode
  Controls how SmartFreight imports the order.
  • Partial
    The order is imported into SmartFreight's software but the order is not finalised or sent to a carrier. This allows warehouse staff to complete and accept the order, convert it into a consignment note, and send it off to the carrier.
     
• SmartFreight Order Reference ID
  Text that displays with the order within the SmartFreight system. Can be used to identify that the order was sent from SQUIZZ.com.
   
• Smart Freight Date Format
  Format of the date that appears on the SmartFreight label.
   
• Smart Freight Default Unit Code
  The freight unit code to set if the sales order has no freight unit set.
   
• Smart Freight Default Volume
  The volume to calculate for the sales order's freight unit if no freight unit was assigned to the order.
   
• Supplier Sender Name
  If the supplying organisation's primary billing address is selected as the sender of the order, then the name set within this setting will be placed with the sender data instead of the organisation's name. This can be used if the organisation wishes to conceal or use a different trading name that appears on the shipping label with the delivered goods.
   
• Default Carrier Account Number
  Sets the account number of the freight carrier who by default will be assigned to the freight order when submitted to Smartfreight. This is the number of the account that the freight carrier would have created when signing up to use its service. This will be set if no other carrier account number is set against the sales order. Typically set it to match the carrier that is most used to delivery goods with.
   
• Default Carrier Name
  Sets the name of the freight carrier who by default will be assigned to the freight order when submitted to Smartfreight. This will be set if no other carrier name is set against the sales order. Typically set it to the carrier that is most used to delivery goods with.
   
• Default Carrier Service Name
  Set the name of the service of the freight carrier who by default will be assigned to the freight order when submitted to Smartfreight. The service may control the cost or time to delivery the ordered products. This will be set if no other carrier service name is set against the sales order. Typically set it to the carrier and service that is most used to delivery goods with.
   
• Smart Freight Reference Order Field
  Sets which data with the sales order should be set in the reference field when the order is sent across to SmartFreight's software. This reference field may be placed on the label that is delivered with the packaged goods.

OneFlo Freight Provider Settings

Settings that are configurable if the Freight Provider Type is set to OneFlo.

• Web Service User ID
  Set it to the ID of the Account that has been set up within the OneFlo system. Contact OneFlo or the organisation managing your organisation's OneFlo account to obtain this information. This Account ID is used to authenticate and allow orders to be raised against the correct account within OneFlo.
   
• Web Service User Password
  Set it to the API Key associated to the OneFlo account that has been set up within the OneFlo system. This API Key may also be known as the "Ocp-Apim-Subscription-Key". This key is used to authenticate and allow orders to be raised against the correct account with OneFlo.
   
• Supplier Sender Name
  If the supplying organisation's primary billing address is selected as the sender of the order, then the name set within this setting will be placed with the sender data instead of the organisation's name. This can be used if the organisation wishes to conceal or use a different trading name that appears on the shipping label with the delivered goods.
   
• Default Carrier Account Number
  Sets the account number of the freight carrier who by default will be assigned to the freight order when submitted to OneFlo. This is the number of the account that the freight carrier would have created when signing up to use its service. This will be set if no other carrier account number is set against the sales order. Typically set it to match the carrier that is most used to delivery goods with.
   
• Default Carrier Name
  Sets the name of the freight carrier who by default will be assigned to the freight order when submitted to OneFlo. This will be set if no other carrier name is set against the sales order. Typically set it to the carrier that is most used to delivery goods with.
   
• Default Carrier Service Name
  Set the name of the service of the freight carrier who by default will be assigned to the freight order when submitted to OneFlo. The service may control the cost or time to delivery the ordered products. This will be set if no other carrier service name is set against the sales order. Typically set it to the carrier and service that is most used to delivery goods with.

When each freight provider is set up for an organisation there is the ability to set up one or more freight units. Each freight unit is used to specify how ordered product goods are measured, packaged, and costed for shipping/delivery by the freight provider or freight carrier. For example a freight unit could be a box, carton, pallet, shipping container, or even a train load.

When a sales order is created an organisation can set up sales order rules that determine which freight unit should be used to deliver the ordered goods. This allows for highly customised and flexible calculations to be made to determine the best freight units to get the ordered goods delivered with. For example an organisation may set up a rule that says if a product ordered is over 3 metres in length, height or depth, then the freight unit used to deliver the goods needs to be a shipping container. Other rules such as checking the total volume of goods ordered, or the weight of the products can be used to determine the freight unit assigned to the order.

Using sales order rules an organisation can determine the best way to package the goods so that a freight carrier is able to deliver the products the most effective way. The platform can calculate if multiple quantities of the same freight unit need to be used based on the volume of the freight unit and the total volume of the order. Note that freight unit calculations may be used to estimate the best freight units required for the order, but may require further decisions in the warehouse at the time of picking, packaging and/or dispatch.

Freight Unit Detail

Below are the details that can be set up for each freight unit.

• Freight Unit Code
  Code that allows the freight unit to be identified. This code must be unique to each freight unit that the organisation has setup across all freight providers in the platform.
   
• Freight Unit Label
  Label of the freight unit. The label allows the freight unit to be easy understood by customers and any other people associated to the organisation.
   
• Volume (Metres Cubed)
  Volume that the freight unit fills up in cubic metres. For example if the freight unit is a box that is 2 metres wide, 3 metres height, 1 metre deep, then the volume is 2 x 3 x 1 = 6 metres cubed.
   
• Weight (Kilograms)
  The amount of weight that the freight unit can support up to, in kilograms.
   
• Depth (Metres)
  How deep the freight unit measures, from the front to the back in metres.
   
• Width (Metres)
  How wide the freight unit measures, from side to side in metres.
   
• Height (Metres)
  How high the freight unit measures, from top to bottom in metres.
   
• Active
  If Yes then the freight unit is allowed to be assigned to a sales order.

For organisations selling the SQUIZZ.com platform there is the ability to send freight delivery notices through the platform, that contain information about the goods being delivered to the customers (individual people and organisations). These delivery notices can contain several pieces of information, including who the freight carrier is, delivery status, location, sales order or invoice its relevant to, freight tracking code, among other details. The sent delivery notices are assigned against an organisation's customer accounts, allow any people who have access to the customer accounts to view the delivery notices. This may include sales representatives, purchasers, individual customers, management staff, among others who need to be aware of how the delivery of ordered goods is progressing.

External software can be used to push through freight delivery notices, with the notices flowing all the way back to the end customer systems. This can provide great levels of automation, allowing customers to have greater awareness of when ordered products can expect to be delivered, and have the notifications be viewable against their customer account, as well as for customer organisations to have delivery notices land in their own systems, against purchase orders and supplier invoices. This data can then be used further down the supply chain to provide better analytics and forward planning, reduce wait times and other inefficiencies.

Freight Delivery Notice Details

Below are the details that can be set for each freight delivery notice:

• Delivery Status
  Indicates the status of the goods being delivered. Can be set to one of the following statuses:

  • Awaiting Packaging
    The ordered goods are awaiting to be packaged up for delivery

  • Packed
    The ordered goods have been packaged up and awaiting to be loaded on transport for delivery

  • Loaded
    The ordered goods have been packaged up and have been loaded on transport for delivery. The transport has not yet left with the packaged goods.

  • In Transit
    The ordered goods have been packaged up, loaded and are in transit on transport.

  • In Storage
    The ordered goods have been packaged up and are being stored at a location for later delivery.

  • Delivered
    The ordered goods have been packaged up, transported and delivered to a final location.

  • Unpacked
    The ordered goods have been packaged up, transported and delivered to a final location, then unpacked at that location.

  • Delivery Missed
    The ordered goods have been packaged up, transported to a final location, however they were not able to be received due to the authorised person(s) not being available to accept the goods.

  • Received
    The ordered goods have been packaged up, transported to a final location, delivered and able to be received by the authorised person(s).

  • Lost In Transit
    The ordered goods have been packaged up, and transported, however they were lost in transit. They may have been been lost in an accident, by an act of nature, or any other unforeseen circumstance.

  • Damaged In Transit
    The ordered goods have been packaged up, and transported, however they were damaged in transit. They may have been been damaged in an accident, by an act of nature, or any other unforseen circumstance.

  • Cancelled
    The delivery of the ordered goods was cancelled and will no longer be delivered.

  • Awaiting Receiver Pickup
    The ordered goods are at a location reading to be picked up by the receiver of the goods.

• Delivery Status Message
  Message that contains any information or additional details included in the delivery status.
   
• Key Delivery Notice ID
  Unique identifier of the Delivery Notice. Identifier that links back to the system that it came from.
   
• Freight Carrier Code
  Code of the freight carrier that allows it to be identified in the selling organisation's system.
   
• Freight Carrier Name
  Name of the freight carrier who is delivering the goods.
   
• Freight System Ref Code
  Reference Code of the freight system that was used to handle organising the freight consignment or delivery.
   
• Freight Carrier Consign Code
  Unique code of the freight consignment within the freight carrier's system.
   
• Freight Carrier Tracking Code
  Tracking code that allows the delivery to be found and tracked from the freight carrier.
   
• Freight Carrier Service Code
  Code of the service used with the freight carrier to deliver the goods with.
   
• Freight Carrier Account Code
  Code the account that the selling organisation has with the freight carrier used.
   
• Delivery Notice Code
  Unique code of the delivery notice that allows it to be referenced and used by humans.
   
• Delivery Notice Date
  Date that the delivery notice was created within the SQUIZZ.com platform.
   
• At Geographic Location
  Either Yes or No. If Yes then indicates that the goods being delivered were located at the latitude and longitude geographic coordinates given.
   
• Location Latitude
  Latitude coordinate of the geographic location where the delivery is/was located at. This is the horizontal position across the globe.
   
• Location Longitude
  Longitude coordinate of the geographic location where the delivery is/was located at. This is the vertical position across the globe.
   
• Instructions
  Delivery instructions included as part of the delivery of the goods.
   
• Is Dropship
  Either Yes or No, if Yes then the goods being delivered are being drop shipped, directly from the supplier to the recipient, without the seller being involved with the delivery.

To create a freight provider for an organisation you first must be connected to the organisation and be designated as an administrator of the organisation. Once you have been given these credentials then follow the steps below to create the freight provider:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation bar (for small sized screens click then menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to create a freight provider for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Freight Providers button.
7. Within the Freight Providers dialog, click on the Add Freight Provider button.
8. Within the Freight Provider dialog, in the Freight Provider Code textbox type the code of the freight provider. Each freight provider must have its own unique code to identify it within the SQUIZZ.com platform only.
9. In the Freight Provider Label text box type a label to give the freight provider. Give it a label that allows it to be easily recognised.
10. In the Active drop down select Yes if you wan the freight provider to be usable initially, else No if it should not be used initially. You may want to activated or deactivate the freight provider at different times, based on current dispatch or freight provider system situations.
11. In the Provider Type drop down, select the freight provider system that is to be communicated with.
12. Based on the Provider Type selected, enter the settings of each of that freight provider, based on looking at the settings listed in the Freight Provider section above.
13. Click on the Save button at the bottom of the dialog.

The Freight Provider will be created and added to the list of freight providers within Freight Providers dialog. You can create many freight providers, each with different settings and configurations.

To modify an existing freight provider previously created against an organisation you first must be connected to the organisation and be designated as an administrator of the organisation. Once you have been given these credentials then follow the steps below to modify a freight provider:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to modify a freight provider for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Freight Providers button.
7. Within the Freight Providers dialog find the freight provider you wish to modify and click on the Details button.
8. Within the Freight Provider dialog view and modify each of the settings as required, based on looking at the settings listed in the Freight Provider section above.
9. Click on the Save button at the bottom of the dialog.

The Freight Provider will be updated. Any changes will be instantly applied when the freight provider is referenced within any sales order rules, or if assigned to existing sales orders. If you have modified the Freight Provider Code, then check and update the code within any sales order rules, otherwise the freight provider may not be assigned to any new sales orders.

To permanently remove an existing freight provider previously created against an organisation you first must be connected to the organisation and be designated as an administrator of the organisation. Once you have been given these credentials then follow the steps below to remove a freight provider:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to remove a freight provider for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Freight Providers button.
7. Within the Freight Providers dialog find the freight provider you wish to remove and click on the Remove button.
8. In the confirmation dialog click OK button to confirm that you wish permanently remove the freight provider.

The Freight Provider will be permanently removed and no longer appear within the Freight Providers dialog. If the freight provider was assigned to any existing sales orders then any attempts to send the sales order to the freight provider will fail. If the freight provider's code was referenced within any sales order rules then the rule assigning the freight provider to a sales order will be ignored. It's advisable to remove such sales order rules or else change the freight provider code to another freight provider.

To create and add a freight unit to an existing freight provider for an organisation, you first must be connected to the organisation and be designated as an administrator of the organisation. Once you have been given these credentials then follow the steps below to add a freight unit to a freight provider:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to create a freight unit for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Freight Providers button.
7. Within the Freight Providers dialog find the freight provider you wish to add a freight unit to, click on the Freight Units button.
8. Within the Freight Units dialog click on the Add Freight Unit button.
9. Within the Freight Unit dialog, in the Freight Unit Code textbox type a code for the freight unit that allows it to be uniquely identified.
10. Enter values into each of the other freight unit fields, look at the Freight Units section above to determine the best values to put into each field.
11. For the Is Active drop down field select the Yes value if the freight unit is allowed to be used, and assigned to sales orders, else set No if the freight unit not to be immediately used.
12. Click on the Save button.

The freight unit will be created, assigned to freight provider, and display within the list in the Freight Units dialog. To allow the freight unit to be assigned to a sales order, ensure that it is active, and set up a sales order rules to both assign the freight provider, and the freight unit to a sales order. Note that there is a limit on how many freight units can be assigned to a single freight provider.

To remove a freight unit from a freight provider for an organisation, you first must be connected to the organisation and be designated as an administrator of the organisation. Once you have been given these credentials then follow the steps below to remove a freight unit from a freight provider:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to remove a freight unit from.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Freight Providers button.
7. Within the Freight Providers dialog find the freight provider you wish to remove a freight unit from, click on the Freight Units button.
8. Within the Freight Units dialog find the freight unit you wish to remove and click on the Remove button.
9. Within the confirmation dialog confirm that you wish to permanently remove the freight unit by click on the Yes button.

The freight unit will be removed from the freight provider, and no longer display within the list in the Freight Units dialog. If the freight unit was referenced within a sales order rule, then the rule will be ignored. It may be advisable to remove or reassign any sales order rules that contained the freight unit code.

To assign a freight provider to sales orders for an organisation selling, you first must be connected to the organisation and be designated as an administrator of the organisation, additionally a freight provider must have previously been created and is active. Once you have been given these credentials then follow the steps below to create a sales order rule to assign a freight provider to new sales orders:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to create a sales order rule for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Sales Order Rules button.
7. Within the Sales Order Rules dialog either click on the Sales Order Rules top tree node, or click on an existing sales order rule tree node to nest the rule under the node.
8. Click on the Add Rule context menu item.
9. Click on the Add ACTION Rule sub menu item.
10. Within the Order Rue Details dialog. in the Action Rule drop down choose the Set Freight Provider option.
11. In the Freight Provider Code textbox type the code of the freight provider. Ensure the code exactly matches and is the same text case, since the rules are case sensitive.
12. Click on the Save button.

The sales order rule will be created. When a new sales order is created against the organisation, each of the sales orders rules will be executed one at a time, starting from the highest sales order rule, through it's nested rules, then onto the next top most rule. If the sales order rule you created in the steps above is executed, then the platform will try to find the freight provider with the exact matching freight provider code. If found then the freight provider will be assigned to the sales order. The sales order then be attempted to submit to the freight provider's system when the sales order is confirmed and submitted, or resubmitted.

Note that if you nest a Set Freight Provider ACTION rule within a IF rule, then you can use the IF rule to conditionally check aspects of a sales order data, to determine if the freight provider should be assigned to the sales order or not. Many nested sales order rules are allowed to be set up.

You can test if the sales order rule is being executed by using the Test Sales Order Rules feature within the Sales Order Rules dialog. You will need to have first set up the required organisational data (taxcodes, price levels, sell units, products, pricing, customer accounts, selling regions) to allow a sales order to be created to be able to use an order to test with.

To assign a freight unit of a freight provider to sales orders for an organisation selling, you first must be connected to the organisation and be designated as an administrator of the organisation, additionally a freight provider must have previously been created and is active, and the freight unit set up. Once you have been given these credentials then follow the steps below to create a sales order rule to assign a freight unit to new sales orders:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to set a sales order rule for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Sales Order Rules button.
7. Within the Sales Order Rules dialog either click on the Sales Order Rules top tree node, or click on an existing sales order rule tree node to nest the rule under the node.
8. Click on the Add Rule context menu item.
9. Click on the Add ACTION Rule sub menu item.
10. Within the Order Rue Details dialog. in the Action Rule drop down choose the Set Freight Unit option.
11. In the Freight Unit Code textbox type the code of the freight unit. Ensure the code exactly matches and is the same text case, since the rules are case sensitive.
12. Click on the Save button.

The sales order rule will be created. When a new sales order is created against the organisation, each of the sales orders rules will be executed one at a time, starting from the highest sales order rule, through it's nested rules, then onto the next top most rule. If the sales order rule you created in the steps above is executed, then the platform will try to find the freight unit with the exact matching freight unit code. If found then the freight unit will be assigned to the sales order and the quantity of the freight unit calculated based on its settings. When the sales order is confirmed and attempted to submit to the freight provider's system, then the freight unit will be included in the the freight order data sent.

Note that if you nest a Set Freight Unit ACTION rule within a IF rule, then you can use the IF rule to conditionally check different aspects of a sales order data, to determine if the freight unit should be assigned to the sales order or not. Many nested sales order rules are allowed to be set up.

You can test if the sales order rule is being executed by using the Test Sales Order Rules feature within the Sales Order Rules dialog. You will need to have first set up the required organisational data (taxcodes, price levels, sell units, products, pricing, customer accounts, selling regions) to allow a sales order to be created to be able to use an order to test with.

To view status of an organisation's sales orders being sent to a freight provider, you first must be connected to the organisation and have met one the following conditions:

• Be assigned to the administrator role of the organisation,
• Be assigned to the organisation's people group with the "View All Sales Orders" permission set to Yes.
• Be assigned to a customer account of the organisation that sales orders belong to.
• Be assigned to a sales representative of the organisation that is assigned to customer accounts that sales orders belong to.

With one of these conditions met, to view the freight sending status of sales orders follow these steps:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to view sales orders for.
4. Click on the Sales Orders button.
   Alternatively
   Click on the Customer Accounts button, then click on the Sales Orders button for a customer account that contains the sales order you are looking for.
5. Within the Sales Orders menu view the Freight Order Status of each sales order.
6. Within the Sales Orders menu change the search drop down to either Orders WIth Freight Status: Sent or Orders With Freight Status: Unsent to filter the sales orders list to only show orders sent or not sent to a freight provider.

To resend a sales order of an organisation to a freight provider, you first must be connected to the organisation and be either designated as an administrator of the organisation, or else be assigned to the organisation's people group with the "Submit Sales Orders" permission set to Yes. Additionally a freight provider must have previously been assigned to the sales order and still exists, and the sales order has been confirmed and submitted. With these conditions met, to resend a sales order to the freight provider follow these steps:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to set a resend a sales order for.
4. Click on the Sales Orders button.
   Alternatively
   Click on the Customer Accounts button, then click on the Sales Orders button for a customer account that contains the sales order you are looking for.
5. Within the Sales Orders menu find the sales order.
6. Next to the Freight Order Status row click on either the Send link if the sales order hasn't previously been sent to the freight provider, or else click on the Resend link if the sales order has previously been sent.

The sales order will be attempted to be resent to the freight provider previously assigned to the sales order. If the sales order was successfully sent then the sales order's freight status will change to SENT, otherwise an error dialog may display advising of reason why the order failed. Reasons why it may fail to sent is because you don't have permission to resend the sales order, no freight provider is assigned to the sales order, the freight provider's system is not available, the freight provider's system has an error when trying to import the sales order, or the credentials set for the freight provider are incorrect. Check freight provider settings to ensure that the correct settings have been set.

For an organisation registered on SQUIZZ.com there is the ability to view the freight delivery notices that have been sent through the platform, and raised against a customer account. To view the freight delivery notices for a customer account the customer account must first have been imported into the platform, then you must be connected to the organisation, and have met one of the following conditions:

• Be assigned to the administrator role of the organisation,
• Be assigned to the organisation's people group with the "View Persons Customer Accounts" permission set to Yes.
• Be assigned to a customer account of the organisation that freight delivery notices have been raised against.
• Be assigned to a sales representative of the organisation that is assigned to customer accounts that freight delivery notices are raised against.

Once you have met one of the above conditions then follow the steps below to view the delivery notices for a customer account:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to view the delivery notices for.
4. Click on the Customer Accounts button.
5. For the relevant customer account displayed click on the Delivery Notices button.
6. Within the Delivery Notices dialog view the list of delivery notices raised against the customer account.

For each freight delivery notice it will display the details of when the delivery notice was sent, the delivery status, and details associated with the delivery notice, including freight carrier tracking code.

For an organisation registered on SQUIZZ.com there is the ability to view the historic log of attempts made to send a sales order to freight providers. This can be helpful when diagnosing if attempts have been made to send a sales order to the freight provider, and if they were successful or not.

To view the logs you first must be connected to the organisation and be assigned to the  administrator role of the organisation. Once you have been given these credentials then follow the steps below to view the log history:

1. Login to the SQUIZZ.com platform from the Home page or mobile app.
2. Click on the Organisations menu button in the side navigation menu (for small sized screens click the menu button in the top header bar first).
3. Scroll through your connected organisations and find the organisation you wish to create a sales order rule for.
4. Click on the Profile button.
5. Within the organisation profile click on the Admin button.
6. Click on the Freight Order History button.
7. Within the Freight Order History dialog click on the date of the record log to view the details of an attempt to submit a sales order to a freight provider.

Each Freight Order History log displays the date that the attempt was made, the freight provider that the order was attempted to be submitted to, the result of the attempt being made, and the code of the relevant sales order.