Loading units history
Display, search and export the history of loading unit movements: historical container and loading equipment movements with associated orders, shipments, locations, products and quantities.
The Loading units history shows the historical record of all loading unit movements (containers and loading equipment). The page is intended for dispatchers and supervisors who want to trace which loading units were moved between which locations within which orders and shipments – including the affected products and quantities. This is a pure reporting view: records can be displayed, searched and exported, but cannot be created, changed or deleted.
1. Navigation and access
The loading units history can be reached via the main menu in the Monitoring section.
The page is available exclusively to regular users and requires the Loading units management module to be activated for the client. Pure web ordering and metering service users have no access.
Note: If the module is not activated or your user account does not have the required role, the menu entry is not displayed.
2. History table
The history table lists the historical loading unit movements page by page. Each row represents one movement. The list can be sorted in ascending or descending order by clicking a column header.
Default columns
| Column | Description |
|---|---|
| Order reference | Reference to the associated order |
| Shipment reference | Reference to the associated shipment |
| Pickup (From) | Pickup location of the movement |
| Delivery (To) | Delivery location of the movement |
| Product | Affected product. The loading equipment product of the shipment is shown preferentially; if none is available, the product of the loading unit is used |
| Product in container | Content of the container (e.g. bulk goods or liquids) |
| Stock at pickup location before order | Stock at the pickup location before execution of the order |
| Stock at delivery location before order | Stock at the delivery location before execution of the order |
| Last release | Point in time of the last order release |
| Completed on | Point in time of order completion (in local time, in the standard date/time format) |
The table is loaded page by page. When paging, sorting, searching or filtering, the respective matching records are loaded.
3. Group filter
The group filter restricts the history table to records of the currently selected organization group. Only movements whose location (pickup or delivery point) is assigned to the selected group are displayed.
The group selection is controlled via the global group switcher in the page header. When the active group is changed, the table automatically reloads with the records of the new group.
4. Search
The search field in the toolbar allows the history table to be searched specifically. The entered search term is checked against the following fields:
- Location name (name of the pickup or delivery point)
- Product name
The search takes partial matches into account: it is sufficient to enter part of the location or product name. The list updates according to the entered search text.
5. Toolbar functions
The table toolbar offers the following tools. Data-relevant actions reload the table.
Refresh
Reloads the current view with the latest data.
Excel export
Exports the currently displayed history list as an Excel file. The export contains the columns visible in the table. The content of the export file can be controlled by searching or filtering beforehand.
Reset view
Resets the table layout (column arrangement, column widths and sorting) to the initial state.
Settings
Opens the column settings, via which individual columns can be shown and hidden and the column order can be adjusted. The settings are saved per user.
6. Templates (saved views)
The current column and layout configuration can be saved as a template and later restored with a click. This allows different, recurring reporting views to be called up quickly.
- Add template: Saves the current layout configuration under a freely selectable name.
- Apply template: Saved templates appear as their own quick-select buttons in the toolbar. A click restores the respective configuration.
- Manage templates: Existing templates can be managed via the toolbar.
The quick-select buttons are displayed sorted by their label. Layout settings and templates are retained per user.
7. Notes
- The loading units history is a pure display and reporting view. No functions for adding, editing or deleting records are available.
- The time values (e.g. Completed on) are displayed in local time in the standard date/time format.
- The displayed records depend on both the active group and the active search and layout settings. If fewer records than expected are displayed, check the current group selection and the search field.