Logixboard Orders provides visibility into the overall status of the purchase order, as well as line-item status of orders. Order details will appear at the top of the Detailed Shipment View of the shipment the order is linked to in CargoWise (CW1).
Order Visibility in Logixboard is linked with the Order Management tools within the Forwarding module in CW1 (Forwarding > Order Manager > Orders).
š This is a premium feature. If you wish to activate it, please reach out to your CSM or Account Manager.
Orders can be accessed by opening the Explore drop-down and clicking Orders. The table contains all of your organizationās connected orders and their details.
There are a few things you can do on this page:
Customize which table columns are enabled by selecting the icon. Select fields from a variety of categories, including:
Reference IDs
Dates
Order Info
Related Parties
Ports & Route
Click into the column headers to sort or filter the data in the table.
Click the download icon to export the table in CSV format.
Click into a row to open the Order Details.
Client Order Creation
You will be able to create an order directly through Logixboard, reducing the amount of emails or phone calls needed and streamlining the process for everyone.
To learn more, click here
Saved Views For Orders
Saved Views For Orders will allow you to save views in Orders, letting them quickly swap between filters to help them easily segment their work however they prefer. Saving a view will allow users to load the following presets again:
Visible Columns
Column Order
Applied Column Sorting & Filtering
Order Details
The Order Details combines the Order Status bar, Order Details card, and Planned Itinerary to provide a snapshot view of information on any given order.
Order Status
The Order Status Bar sits at the top of the page shows the order milestones in real-time, using a green highlight to provide a snapshot view of the orderās status.
Order statuses include:
Incomplete
Placed
Confirmed
Shipped
Delivered
Note that any custom statuses you may be using in your TMS will not be displayed.
š To learn where the information for each status is sourced, reference the CargoWise One Mapping Guide.
Order Details Card in Detailed Shipment View
The Order Details card includes more information on a given order, displaying at the top of your Detailed Shipment View for all shipments with a linked order.
The card contains fields pulled from the Order tab in the CW1 Order Management module, including:
Supplier
Buyer
Commercial Invoice
Invoice Number
Confirmation Number
Invoice Date
Confirmation Date
Required In Store
Required ExWorks
Incoterms
Related Booking ID
Planned Itinerary Card
The Planned Itinerary card provides information about the planned transit of your shipments on your Order Details page.
The card contains fields pulled from the Planning tab in your CW1 Order Management module, including:
Planned Port of Loading
Planned Port of Discharge
ETAs
ETDs
Transport Mode
Carrier
Voyage #
Flight #
Vessel #
Departure Vessel
Intermediate Vessel
Arrival Vessel Order
Vessel Name (SEA only)
Invoice Number
Confirmation Number
Planned Containers and Packs Card
The Planned Containers and Packs card allows you to plan for goods prior to the order being linked to a shipment.
The card contains fields pulled from the Planning tab in your CW1 Order Management module, including:
Packs (number and type)
Weight
Volume
Order Management Notes
Client visible notes related to an Order in Cargowise can be found in the Notes tab in the sidebar.
Documents
The Documents tab in the sidebar of the Detailed Shipment View includes all documents related to the Order.
āFAQs
Does Logixboard Order Visibility refer to the CW1 WMS module? Order Visibility in Logixboard is linked with the Order Management tools within the Forwarding module in CW1 (Forwarding > Order Manager > Orders).
Does an order have to have minimum requirements before it will appear in Logixboard? We process and ingest any Order which has the minimum required fields in CW1. Once we receive an Order, it's expected to show up in the Orders explorer. When the Order is attached to a Shipment; if any of the shipment-level requirements (Origin, Destination, and ETA) are enabled and the Shipment does not meet them, Neither the shipment nor the order would be accessible.
Do Orders stay in Orders in perpetuity? Orders will show up in the Order Explorer (the table view) in perpetuity, yes.