/board/transactions/order-board/order-details/ Recent content in Order Details on Fusionware Support Hugo -- gohugo.io en /board/transactions/order-board/order-details/order-header-bar/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/order-header-bar/ The top bar identifies the order at a glance and provides quick-action controls. Field Description Order # System-assigned identifier (e.g., Order #: 113418). Used as the primary reference across all related documents, logs, and communications. Status Badge Shows the current order state (e.g., Booked, Shipped, Invoiced). Badge color changes with status to provide a visual indicator of where the order is in its lifecycle. Options Dropdown menu for secondary actions: duplicate, cancel, manually change status, and more. /board/transactions/order-board/order-details/order-details-panel/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/order-details-panel/ The left panel below the header captures the core commercial and logistical identity of the order. Field Description Customer (Cust.) The buying party. Linked to the customer record, which carries default terms, contacts, and pricing contracts. The icon beside the name opens the customer card. PO# The customer’s purchase order number. Used to cross-reference orders with the customer’s own system. Origin The shipping point (e.g., a grower, pack shed, or warehouse). /board/transactions/order-board/order-details/accounting-overview/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/accounting-overview/ The financial summary table sits below the Order Details panel and gives an at-a-glance P&L for the order. It updates in real time as products, freight, and fees are added or modified. Row Cost (AP) Sales (AR) Profit Profit % Product AP cost of goods AR billed for product Gross margin on product % margin Freight Freight cost paid out Freight billed to customer Freight margin % margin Fees Fees paid (AP) Fees billed (AR) Fee margin % margin Total Sum of all AP Sum of all AR Net profit Overall % Column Description Cost (AP) Accounts Payable — what Fusionware owes vendors and carriers for this order. /board/transactions/order-board/order-details/carrier-details/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/carrier-details/ The right-side panel manages the transportation and dispatch information for the load. Field Description Broker The freight broker arranging the carrier. Can be set to “Customer Truck” if the buyer is self-hauling. The icon beside the name opens the broker record. Carrier The trucking company physically moving the load. Separate from the broker when a broker is used. Contact / Phone Primary contact at the broker and carrier for dispatch coordination. /board/transactions/order-board/order-details/load-details/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/load-details/ The load details section captures temperature, weight, and operational specifics for the physical shipment. Field Description Suggested Rate / Max Rate The recommended freight rate and the ceiling rate for this lane/load. Used as a guide during carrier negotiation. Gross Weight Total weight of the load in pounds. Auto-calculated from product quantities or manually entered. Miles Distance from origin to destination, pulled from the Google Maps integration on the order. Pallets In/Out Number of pallets being loaded and unloaded. /board/transactions/order-board/order-details/products-and-fees/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/products-and-fees/ The Products & Fees tab is where the actual line items of the order are built. It has two sub-sections: Products and Freight & Fees. Products Each row represents a product line on the order. Column Description Origin / Vendor / Destination The source location, the vendor supplying the product, and where it ships to. These can differ per line on multi-origin orders. PU # (Pickup #) The associated pickup or source order number for this product line. /board/transactions/order-board/order-details/locations/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/locations/ The Locations tab manages the geographic stops on the order — origin pickup(s) and destination delivery points. Feature Description Stop List Each stop is listed with its address, contact information, and stop type (pickup vs. delivery). Multi-Stop Support Multiple origin or destination stops can be added for split loads or multi-stop deliveries. BOL Routing Stop sequence feeds directly into Bill of Lading generation to ensure accurate multi-stop routing. Distance Calculation Distances between stops feed into mileage totals and freight rate suggestions displayed in Load Details. /board/transactions/order-board/order-details/comments/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/comments/ The Comments tab provides a free-text communication log scoped to the order. Feature Description User Notes Any team member with access to the order can add a time-stamped note. Notes are visible to all users who can view the order. Distinct from the Log Comments are user-authored. The Log tab records system-generated events. Comments are for human communication; the Log is for audit. Common Uses Special handling instructions, communication with carriers or customers, internal notes from sales or ops teams. /board/transactions/order-board/order-details/documents/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/documents/ The Documents tab is the central repository for all files and generated documents attached to the order. Feature Description Generated Documents BOLs, invoices, purchase confirmations, and packing lists can be generated directly from this tab based on current order data. Uploaded Attachments External files (PDFs, photos, inspection reports, signed documents) can be uploaded and attached to the order record. Document Status Each document can carry a status (draft, sent, signed, void) to track where it is in the approval workflow. /board/transactions/order-board/order-details/log/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/log/ The Log tab provides a complete, immutable audit trail of every system-level change to the order. Feature Description What’s Recorded Every log entry captures: timestamp, user, action type, and what changed (old value → new value). Coverage Covers field edits, status changes, document generation events, and API-triggered updates. Immutable Unlike Comments, log entries are system-generated and cannot be edited or deleted. Common Uses Dispute resolution, compliance audits, tracking who changed a price or status and when. /board/transactions/order-board/order-details/traceability/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/traceability/ The Traceability tab links the order to the upstream supply chain — from harvest and field through packing and into the outbound shipment. Feature Description Inventory Lot Linkage Shows the inventory lots, packing runs, and source records that were allocated to this order. PTI Compliance Supports Produce Traceability Initiative (PTI) compliance by capturing lot-level data for every product line on the order. Upstream Chain Traces each product line back to its origin: grower, field, harvest date, and lot number. /board/transactions/order-board/order-details/accounting-summary/ Mon, 01 Jan 0001 00:00:00 +0000 /board/transactions/order-board/order-details/accounting-summary/ The Accounting Summary tab provides the complete financial picture of the order in one view, broken out by transaction type. Used by accounting teams to verify order financials before closing. Feature Description AR Transactions All invoiced amounts billed to the customer, including product AR and fee AR lines. AP Transactions All cost records owed to vendors and carriers, including product AP and fee AP lines. Settlement Status Whether AP items have been matched to a vendor settlement or are still open/pending.