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).
Purchase Order Visibility in Logixboard is linked with the Order Management tools within the Forwarding module in CW1 (Forwarding > Order Manager > Orders).
🌟 This is a premium feature. If you wish to activate it, please reach out to your Account Manager.
Orders can be accessed by opening the Explore drop-down and clicking Orders. The table contains all of your organization’s connected orders and their details.
The purchase orders explorer can be customized a variety of ways:
Click the column configuration button to customize the data shown.
Use the check boxes to show/hide specific columns from view, including:
Reference IDs
Dates
Order Info
Related Parties
Ports & Route
Drag the columns up and down to reorder how the appear in the table.
Click the column headers to:
Sort the data in the table.
Resize the column.
Reorder the columns by dragging and dropping.
Filter the table using the centralized Filter button.
Save a view to revisit your selected columns and filters.
Streamline your day by taking additional actions directly from the purchase orders explorer:
Click the download icon to export the table in CSV format.
Hover over the timeline in a row to see the most recently completed step and next steps.
Click into a row to see more details on the progress of the purchase order.
Click All Milestones to open the Order Details.
Create a new Order (when enabled).
Create a Booking (when enabled).
Saved Views For Orders
Saved Views For Orders allows you to save your selected columns and filters, quickly revisiting them at a later time. This helps you easily segment your work, saving time later. Saving a view will allow users to load the following presets again:
Visible Columns
Column Order
Applied Column Sorting & Filtering
Saved Views can also be shared with others in a few ways:
Set as public: this shares the view with everyone on the account, appearing in the Saved Views dropdown.
Set as default: this sets the selected view as the default view upon loading for any new user invited to your portal.
Timeline Summary Views
Each row in the purchase order explorer includes a visual summary of the purchase order progress. When hovering over the progress bar you will see the most recently completed step and the next step.
Standalone Orders
Orders not linked to a shipments will appear as a single bar. Order progress through the following statuses:
Incomplete
Placed
Confirmed
Shipped
Partially Delivered
Delivered
Cancelled
Orders Linked to a Shipment
Orders which have been linked to shipments will show two sections in the timeline. The first section represents the progress of the order while the second reflects the shipment.
The order section will progress through:
Incomplete
Placed
Confirmed
Once confirmed, we will use the progress of the shipment to give you deeper visibility into progress of the purchase order:
Pickup
Port of Origin
Intermediate Stops
Port of Destination
Delivery
Timeline Details
Clicking on a row will provide additional details on the purchase order. There you will find:
Purchase order statuses
Shipment stop details including
Estimated dates
Actual dates
A direct link to Order Milestones
A direct link to the related Shipment Details page
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
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 order’s 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.
📄 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.
❓FAQs
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.