Delivery Order Overview
Delivery Orders (DO) can be submitted to the Item OMS system through four methods: from the Customer Service system, by manual creation in Item FMS, via API/EDI through Item TMS, or by manual creation directly in Item OMS.
The fulfillment workflow varies based on the order source. Orders received from the Customer Service system are assigned a NEW status, while those from FMS or TMS enter Item OMS with a Processing status.
Delivery Rules Configuration
To manage and control how these orders are handled and dispatched, you can configure specific delivery rules within three key areas: Carrier List, Shipping Method Filters, and Default Delivery Rules.
By default, Item OMS will automatically accept all delivery orders and dispatch them to FMS for fulfillment.
Shipping method filters
To configure filters for specific shipping methods:
- Navigate to Delivery Rules page.
- In the Shipping method section, Click Add.
- Define filters for shipping methods. For example:
- If the pallet quantity is 18 or more and the weight meets or exceeds 15,000 lbs, assign orders to FTL (Full Truckload).
- If the pallet quantity is under 18 and the weight is below 15,000 lbs, assign orders to LTL (Less-than-Truckload).
4.Click Add to save the filter. To delete a filter, click the trash icon.
Default delivery rules
There are two default delivery rules, which you can enable or disable as needed:
- Automatic Order Acceptance (ON by default): If enabled, delivery orders posted to item OMS will automatically be accepted for fulfillment, changing the status from "New" to "Processing".
- Designated Carrier Transportation (ON by default): If enabled, all delivery orders must have a specified carrier. If not, they will enter an "Exception" status.
Currently, these two switches are turned on by default. The system will automatically accept all delivery orders and dispatched to FMS for fulfillment.
Delivery Order Management
Delivery Orders List
When Item OMS receives delivery orders, they are displayed in the Delivery Order List section, which includes the following details:
- Channel: Indicates the source of the order, such as TMS_EDI, FMS, Customer_Service, or OMS.
- Transaction No.: The transaction number for this delivery order.
- Order No.: The unique delivery order number in OMS, click to view order details.
- Status: The current status of the delivery order, including New, Dispatched, Processing, Cancelling, Cancelled, or Closed.
- Carrier: The assigned carrier for fulfilling this order.
- Ship Method: The shipping method selected for this order.
- Request Ship Date: The requested shipping date.
- Created Time: The order creation time in OMS.
- Update Time: The latest update time of the order status.
Delivery Order Details Info
Clicking an Order No. directs you to the Order Details page. You can access detailed information about the order, including Orders, Payment, Shipment, Package, Accessory Service, and the Order Timeline.
In the Packing Information section, you can view item details, tracking information, and OSD (Overage, Shortage, and Damage) details, if applicable.
Key Actions
Based on your configured delivery rules, the Automatic Order Acceptance rule will enable Item OMS to automatically accept delivery orders. If this rule is disabled, you can manage delivery orders manually. There are five main actions available:
- Accept DO
- Reject DO
- Void DO
- Assign Designated Carriers for DO
- Create DO
Accept DO
The Automatic Order Acceptance rule is enabled by default. If you choose to disable it, you can manually accept or reject orders.
To manually Accept DO:
- Sign in to item OMS (opens in a new tab) with your account.
- Navigate to Delivery Order page.
- From the Delivery Order list, choose the DO with a new status and click the Accept button.
- The Accept confirmation pop-up window appears, click Confirm.
Order status tracking
The DO you selected will be turned to Processing status. You can track the order dispatching status in item FMS.
To view the order status:
- Sign in to item FMS (opens in a new tab) with your account.
- Navigate to Service Management under the Modules section.
- From the left panel, go to Order Manage > Shipment Order.
- Check the DO status on the Shipment Order page, you can also search and filter the delivery orders.
Reject DO
To manually Reject DO:
- Navigate to Delivery Order page.
- From the Delivery Order list, choose the DO with a new status and click the Reject button.
- The Reject confirmation pop-up window appears, choose the rejecting reason from the drop down:
- Insufficient Lead Time
- No equipment
- No Drivers
- Price Not Acceptable
- Insufficient Transit Lead Time
- Cancel per customer
- Non-Service point
- Other
5.Click Confirm.
Void DO
You can void delivery orders in any status by selecting the Void button. However, for orders in Dispatch or Processing status, the assigned carrier must cancel the order. If the carrier cancels the order successfully, the order status changes to Cancelled, otherwise, it reverts to its previous status.
Assign Designated Carriers for DO
If the delivery orders is not fulfilled by item system, you can manually assign third-party carriers for those delivery orders for dispatching.
To assign designated carriers for DO:
- Navigate to Delivery Order page.
- From the Delivery Order list, select the DO with the new status and click the Designate Carrier button.
- The Designated Carrier confirmation pop-up window appears, select the carrier from the drop-down list.
- Click Confirm.
The DO you selected will be turned to Processing status. You can track the order dispatching status in item OMS.
Create DO (to be updated)
To manually create a delivery order:
- Navigate to Delivery Order page.
- From the Delivery Order list, click the Add New button to open the Add DO pop-up window.
- Choose Manually create or Import:
- For manual creation: Complete the required info on the Create new order page.
- For import:
a. Click Download template. b. After completing the file, drag or drop to upload. c. Click Upload.
The DO you created will be turned to Processing status. You can track the order dispatching status in item OMS.