Measurement Orders

The Measurement Orders page is the workspace for dispatching weighing and measurement orders. It lists all measurement orders in a table and provides tools for capturing, weighing, creating and signing weighing slips as well as for invoicing. It is aimed at dispatchers who manage transport and weighing operations captured with IoT scales.

Note: Measurement orders are only available if the IoT Measurement Service module is activated for the tenant. Access is reserved for users with the role Dispatcher, Measurement Dispatcher or Administrator.

1. Navigation

The measurement orders are accessible via the main menu under Dispatching › Measurements.

2. Measurement Order Overview (Table)

The overview shows all measurement orders in a sortable and filterable table. Each row represents one weighing operation.

Columns

Sorting and Filtering

Clicking a column header sorts the list in ascending or descending order. The filter row of the table lets you narrow down the displayed orders specifically.

Opening an Order

A double-click on a row opens the measurement order in the editing dialog.

Note: Users with a read-only role (Viewer/Clerk) open the order in read-only mode.

3. Create and Edit a Measurement Order

The measurement order dialog opens via the Add button in the toolbar or by double-clicking a row. When creating a new order, the scale location is automatically pre-filled from your user settings.

In the dialog you capture or edit all details of the order – partners, locations, line items and measured values – and then save using the buttons in the footer.

Save Options

The following actions are available in the footer of the dialog:

4. Client and Orderer Selection

In the upper area of the dialog you select the client, its contact person, the orderer and its contact person via autocomplete fields.

These entries control the suggestions for the billing location and trigger a recalculation of the line items: when the client or orderer is changed, the product line items are automatically re-priced and the construction site of the shipment is set.

5. Scale Location, Construction Site and Billing Location

The locations are captured via autocomplete fields for locations (POI).

• Search location by number: A location number can be entered in the number fields (service number); pressing Enter resolves and applies the corresponding location.
• Location details: When selecting a location, the contact person, number and reference ID are automatically applied.
• Filter: The filter button opens the filter dialog for locations (type scale location). If a filter is active, the icon is coloured red.
• Create/edit location: The create and edit buttons open the location dialog directly from within the measurement order.

6. Manage Multiple Weighing Shipments (Tabs)

A measurement order can comprise multiple weighing shipments. These are managed in the dialog via tabs.

• Add shipment: The add function creates a new tab with an empty weighing form.
• Remove shipment: The close icon of a tab removes the respective shipment; the remaining shipments are automatically renumbered.

Note: The order totals are summed across all shipments and are only displayed if the order contains more than one shipment.

7. Line Items of a Shipment

Each weighing shipment contains an editable line item table with the captured articles or products.

For each line item, the quantity, price, line item rules, surcharges and the calculated totals are maintained. When the line items are loaded, the total price as well as the total price including VAT are determined.

• Line item rules (Line Item Rules module) and surcharges are applied automatically.
• The price determination is carried out via the price catalogue (Price Catalogue module).
• Depending on the measurement type (loading/unloading), the line items are assigned to the pickup or delivery location.

8. Weight Reconciliation / Measurement Difference

The dialog shows the measured weight difference. The template row for a new line item automatically receives the still open weight (the difference between the measured total weight and the sum of the already captured line item weights, at least 0).

When saving, the total weight of the line items of each shipment is compared with the measured difference. If these do not match, the affected shipments are listed in a confirmation message. You can then confirm the save or cancel to correct the values.

9. Export and Sign Weighing Slip

In the footer of the dialog, buttons for creating the weighing slip are available.

• Export Weighing Slip: Generates the weighing slip as a PDF.
• Sign Weighing Slip: Generates the weighing slip and requests a digital signature (e.g. from the driver or customer).

After creation, the generated documents are available for viewing; for signed slips, the signature is additionally stored.

Note: If an already signed weighing slip is exported again, a confirmation prompt appears beforehand.

10. Create and Sign Invoice

The Sign & Invoice Weighing Slip action starts a continuous invoicing workflow that saves the order and generates the invoice.

The workflow comprises the following steps:

1. Check: It is checked whether selected shipments have already been invoiced.
2. Confirmation: If shipments are already included in an invoice, you can remove them from the existing invoice after confirmation.
3. Generate invoice: A (collective) invoice is created. A checkbox can be used to indicate that payment is made by card.
4. Sign: The invoice is signed.
5. Payment: After confirmation, the invoice can be marked as paid.

The created invoice PDFs are then opened in the document viewer.

Note: This workflow requires the activated invoicing module.

11. Select Billing Mandate

Note: This function is only available if the Billing Mandates module is activated for the tenant.

If the module is active, the desired billing mandate can be selected in the dialog via selection fields (radio buttons). By default, the mandate with the lowest ID is preselected. The Billing Mandate column is additionally available in the table.

12. Send Delivery Note

With the toolbar action Send Delivery Note, a delivery note is generated and sent or printed for the selected weighing shipments.

Alternatively, the Save & Delivery Note button can be used in the dialog: the order is saved and the delivery note is subsequently created and sent as a background process.

13. Delete Measurement Shipments

Weighing shipments that are no longer needed can be deleted directly from the overview.

1. Select one or more shipments in the table.
2. Trigger the delete action in the toolbar.
3. Confirm the confirmation prompt.

Deleting multiple shipments at once (batch operation) is supported.

14. Edit Billing Status by Double-Click

A double-click on the billing status field of a table row opens the editor for the billing status directly – instead of the full order dialog. This allows the status of a shipment to be adjusted quickly without having to open the order.

15. Conditional Cell Colouring

Note: This function is only available if the cell colouring module is activated for the tenant.

Rows or individual cells of the measurement order table can be automatically coloured based on configurable rules – for example, to visually highlight orders with certain properties. The rules are managed on the Cell Colouring Rules page and then applied to this table.

16. Custom Fields

Up to ten configurable custom fields are available for measurement shipments. These appear as additional columns in the table and can be edited per shipment in the dialog. Custom fields can also be defined for line items (products) and locations. The labels of the fields are configured on a tenant-specific basis.

17. Summary: Available Actions