Archive of orders

Updated 10 months ago by Ania

Who can use this function?

Function available to all users of the Trans.eu Platform and CargoON.

From this article you will learn:

  • about the archiving options
  • how to filter and search for orders in the archive

How to archive orders automatically

When an order is moved to the Archive tab:

  • if order execution is confirmed and 180 days have passed since its completion, the order is automatically moved to the archive with the Completed status
  • if order execution is not confirmed and 180 days have passed since its completion, the order is automatically moved to the archive with the Archived status

  • if an order is cancelled by the ordering party, it is automatically moved to the archive with the Cancelled status

Exception
If an order is created as a result of a concluded transaction/accepted freight, but has not been confirmed and rated for 120 days, it is automatically moved to the archive with the Archived status.

In the Changes history tab, there will appear information that the order has been automatically archived.

How to archive orders manually

To move an order to the archive manually, perform the following steps on the Platform:

  • select the Orders module from the left-hand menu
  • go to the Active tab (if you have the CargoON product line) and select from the list an order with the Completed status (i.e. for which the execution has been confirmed)
  • go to the Sent tab (if you have the TFF product line - Trans for Forwarders) and select from the list an order with the Completed status (i.e. for which the execution has been confirmed)

Remember!
- if you are the Ordering party, you can archive the order yourself by clicking the Move to the archive button
- the option is available when the order has the Completed status

  • the order goes straight to the Archive tab
  • the Changes history tab contains information about the user who archived the order

How to filter orders in the archive

To use the filtering option, proceed as follows on the Platform:

  • select the Orders module from the left-hand menu
  • go to the Archive tab
  • click the Filters option

  • enter the data by which you wish to filter the orders
  • confirm with the green "Show results" button to see the result

Order statuses in the archive

List of available statuses in the archive:

  • completed - orders for which the user confirms that the service was provided
  • archived - orders that were moved to the archive automatically
  • cancelled - orders that were immediately moved to the archive tab after cancellation

Search for orders in the archive

To use the search option, in the box with the magnifying glass icon, enter the data by which you want to search:

  • order number
  • contractor
  • freight number
  • contact person
  • loading and unloading place
  • reference number

After entering the data, the search result will appear in the list.

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