af Klara Janova 3 år siden
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use the updated carrier when creating new orders
logo
has protal access
activity status
QB external ID
SCAC Code
short code
seach for a RR partner
contacts
sales contact
billing contact
dispatch contact
check that the imported carrier can be used for new orders
use the CSV template to import carrier entries
check that the updated service can be used for new orders
is the updated information visible in the documents?
change password
change account number
change activity status
off to on
on to off
change markup
change service type
change service offering
change tariff name
check that the newly created service can be assigned to manifests in planning status which were created before the service creation
check that the newly created service can be used for new orders
active
create inactive carrier
create active carrier
default (percentage)
max
min
service offering
tariff name
active only
all
revise
reject
accept
driver assignment
send manifest
create manifest
assign to partner carrier
add rate
It's important to keep in mind the rates when going through this, making sure that the cost estimates and bills at the end add up to these rates.
send to partner carrier
partner carrier..
revises
rejects
accepts
customers
archived
paid
sent
created
delivered
create consolidated invoice
check whether the correct documents were attached
consolidated invoice details
reported: 9903
statement date
check that company name and address information are correct
adding new line items
printable statement
check that once a consolidated invoice is created, a new column will show up in the list of invoices
consolidated invoice can be created only for invoices for 1 customer, not for multiple customers in 1 consolidated invoice
carrier usually sends invoices to customer once a week for all the shipments done in that week
view printable
add to consolidated invoice
add to already created consolidated invoice
archive
edit payments
applicable to invoices in 'PAID' status
record payment
mark as paid
pay
applicable to invoices in 'SENT' status
from the particular invoice 'view printable' view
from the particular invoice view
from the general invoice view (roserocket.com/#/ops/accounting/invoices)
view order
view invoice
not applicable to 'DELIVERED' status meaning 'order delivered'
create invoice
quickbooks integration
some integrations issues at point of testing, will revisit
export invoice
check whether the correct documents were attached with the invoice
bill of lading (BOL)
text overflow-when downloading the BOL,there instructions are cut off and custom broker is cut off as well
date & time
addresses
upload documents
order summary
very important
invoice details
price breakdown
exchange total
exchange tax
exchange subtotal
applicable when the price is in another currency
total due
sub total
adjustments
freight charges
are the calculations correct?
remit to
table
misc
remove invoice item
plus sign (add invoice item)
tax
when tax is off, the tax related rows from price breakdown should disappear
due date
change date
terms
choose one
due in 999 days
due in 365 day
missing 's' in days
due in 7 days
due in 4 days
due on receipt
CC
to (recipient)
bill to
change address
reported: 10060: Pin element in invoices redirects to empty page
create invoice from invoices page
create invoice from order view
partial/side view
reported: 9899, 9900
full order view
use personally created CSV file to import zones
use CSV template to import zones
reported: 10168: Can't add new cities or delete cities from zones
delete a city from the zone
reported: 10169: Syntax error when attempting to create a zone with no city in it
delete city from the zone
add city into the zone
same city can be added multiple times
probably souldnt say dialog in the title?
linehaul legs
pick up legs
all leg types
default?
default
base price
leg allocation category
for CWT
fo pallets
CWT
delete
change
cube weight
duplicates tariff and adds random string to the name
csv file gets downloaded
everywhere else
add rule
destination state
can create double entries
set markup percentage
convert to pallets
fuel section doesn't get duplicated to the new tariff
fuel surcharge (%)
average pallet weight
reported: 9896
number of pallets
new tariff name
CWTs
set CWT parameters
max CWT
min CWT
set PCF multiplier
pallets
update
duplicate
download
markup
create markup rules
create a new order with the same customer
the tariff gets visible under 'quotes and services'
are the prices of the delivery and accessorials calculated properly?
in the PDF
in the details
when creating the order
is the extra price for the accessorial displayed?
add some accessorial with extra price that was set in the tariff for this customer
assign the tariff to the customer
set tariff specific accessorials
manage
select accessorial(s) for the tariff
category
origin & destination
displays complete list of accessorials which can be selected for the tariff
total
adjustment
add
percentage of the price
read-only field
accessorial
set more accessorials
set 1 accessorial
set no accessorials
search
doesnt' seem to do anything
clear filters
set line pricing
copy a lane
delete a lane
add a lane rate
max transit
min transit
max cost
min cost
assign a zone created in past releases
assign a zone created on this release
set pallet qty & weights
delete an entry
add an entry
max weight (lbs)
min weight (lbs)
max # pallets
min # pallets
set pallet dimensions
max pallet height (inch)
max pallet width (inch)
max pallet length (inch)
effective dates
expiry date
effective date
basic info
tariff fuel
name
all legs delivered and all stops completed
after completing the first stop
critical because if the state doesn't changes, the dispatcher can't see which drivers are working at the moment
after the manifest is sent to driver
after clicking on 'create new manifest'
(this is for order with 1 leg) after order gets to 'booked' state
when in the process of making changes to the orders values
after the first leg is picked up
after clicking on the 'reject' button which becomes available after selecting a quote
customer who has 'no quote required' set in settings
such order goes from 'new' to 'booked' state right away
customer who has 'quote required' set in settings
quote/rate was chosen and 'confirm' button clicked on
a leg gets generated after this step
enables 'confirm' and 'reject' button
after a quote is selected
some quotes from tariffs were displayed and can be selected
this state doesn't show in the flow for the 'no quote required' customer
no quote or rate chosen for a customer who has 'quote required' set in settings
after clicking on 'new order' button on the orders page
manifest status changes from moving to completed
by using the 'update manifest details'
manifest status changes from planning to assigned
manual status update
upload a file
ACE
create ACE
ACI
create ACI
remove team driver
remove chosen driver
is it possible to remove the chosen team driver?
add team driver
search for a driver
if driver was assigned to the manifest, this field gets autopopulated with the driver
search for trailer
search for vehicle
release office
first canadian port of entry
choose one from the long list
arrival date
time
trip number
number
carrier code
offload manifest
send offload manifest
preload manifest
send preload manifest
does the data in the doc match the data from manifest view?
driver run sheet
send driver run sheet
rate confirmation
send rate confirmation
leg bill of lading
view
send leg BOL
bill of lading
should be the same as the BOL which displays in the order
add cost of type
sometimes I get no payment found message when trying to add more cost estimate entries but I'm not sure what causes it yet, need to investigate. the workaround to this is to refresh the manifest page, then I can add the cost
add multiple drivers (primary and team member) with costs assigned to them
are both drivers costs displayed?
add a driver with some costs assigned to him
are the drivers costs values correct? (prices)
are all drivers costs displayed?
add a driver with no costs assigned to him
no driver pay cost estimates should display on the manifest page (except those cost estimates of miscellanous types which were added manually)
in manifest status
after adding drivers
before adding drivers
is the final calculation of cost estimates correct?
est. cost
calculated by RR after filling in the quantity and rate values
is the calculation correct?
not editable
different driver pays based on the settings for the particular driver(s)
driver pay can't be added to the manifest on the manifest page directly by the user, RR prepopulates these driver pay entries in the manifest based on the driver pay settings in drivers user profile
actions available for manifest stops
reported: 10175: Decimal places for margin don't display on manifest page
reorder stops on the manifest
when reordering fails, the entries are not reverted back automatically, user has to refresh
upload document
reported: 10173: Uploaded documents don't display in task overview on manifest page
add notes
odd formatting when the note is displayed in the pop up element
change time window of a stop
add stop
after leg was delivered
undo pickup
after leg was picked up / completed
remove stop
in moving state
for the stop to be removed in moving state, the previous stop can not be picked up already
in assigned state
in planning state
any stop should be able to be removed
complete stop
revert completion of a stop
complete the first stop
manifest status changes from assigned to moving
add driver/add carrier
financials
reported: 10174: Clicking on 'Financials' in manifests top bar doesn't redirect to Cost Estimates section
resources
remove tag
add tag
add other costs
add cost estimates
miscellaneous deduction
filter
by
types
use driver instead of carrier
use another carrier later
add carrier
remove carrier
add driver
remove driver
team member
make the team member primary driver
primary driver
partner pending
partner search
bill sent
bill paid
bill created
cancelled
completed
moving
assigned
origin
destination
filter by
avaialble
We only need to verify basic functionality with the Side Panel. As long as the primary flow works, anything breaking in the Side Panel is not a Blocker
delete view
rename view
update view
create new organizational view
do other team members of the org see this view?
create new view
reported: 10176: Filter doesn't return any results unless the filter is added on the first page of results
by created date
sort by
load tender number Z-A
load tender number A-Z
oldest
newest
invoice date
last modified
add filter
fill in consignee and commodity values
convert to order
was the order properly created and can it be delivered as a normal order?
CSV
can the file be opened and is it readable?
can the file be opened in Adobe Reader or other PDF software?
is the content of the file same as the CSV?
is the content of the file the same as the order list?
download CSV template
add values and upload the CSV
is the order created?
import CSV
check that the order is created automatically when it's set up as recurring
available only before the first leg is picked up
order moves from one customer to another - the name of the order changes and it shouldn't be found under the previously assigned customer anymore in the order list
keep rate/rerate order
check that the BOL and other documents reflect the changes done after editing the order
share e-tracking page
generate link
link expires in 44 days
does the link actually expire?
revoke link
is the link recipient able to see the order after revoking the link?
copy link
anyone with the link can view order
invite users to customer portal
invite pending
revoke access
is the user able to access the portal after revoking access?
resend invite
portal access
is the user able to access the portal?
customer's business type
broker
add email
add multiple emails
add 1 email
is the user able to get into the portal?
is the email received?
assign CSR
displays only when order has no CSR assigned
info to be duplicated
carrier and pay
available only when a carrier is chosen
legs and quotes/services
does the order go right into the no quote status?
does the order go right into the booked status?
were the legs and rate duplicated to the new order?
no dates and times set
dates set
ready time (required)
upload
file size
<20MB
file types
attempt to upload some non supported file type
error message should be thrown
reported: 9874: Filename with unsupported file type displays even though file wasn't uploaded as signed delivery doc
reported: 9873: No error message when user attempts to upload unsupported filetype
upload supported file type files
jpeg
jpg
tiff
gif
png
download file
delete file
signed delivery
signed pickup
view and download
invoice
are values on the invoice same as in the order?
send invoice
got email and the documents attached
commercial invoice
POP
POD
invoice doc displays only after invoice creation (once the order is in invoice created status)
PARS
send PARS
view PARS
PAPS
send PAPS
view PAPS
displays when crossing borders between countries such as US and Canada
port of arrival notification
UCC-128
view UCC128
send UCC128
download PDF
labels
BOL
download BOL
send the BOL
view BOL
manifest for multistop order types
add all to manifest
add to existing manifest
lists possible manifests that could be used for this
add to new manifest
prefilled
send to driver
mobile app
manual
cost estimates
add new
add new misc line item on manifest
add new cost estimate line item manifest
add new accessorial
driver rates
equipment
advance search
confirm status of available and in-use equipment
remove equipment
add equipment
trailer
vehicle
stops
margin
docs
set location and ETA
share info via email
set last known location
clear
last seen time
last seen date
address
pre populated with current date rounded up to 30 mins
additional notes
ETA window
end time
start time
end date
start date
available actions on a leg
after leg is delivered
signle consignee
after the last leg in the order is delivered
mark delivered
leg is in DD (delivered destination) state
after leg is picked up
after leg is unloaded
menu options
show manifest details
undo delivery
revert status to picked up
buttons
load (available only when leg was unloaded after pick up)
unload
complete unload
load
complete time can be set before arrival time
status changes to loaded terminal (LDT)
undo pick up
multistop orders
point to point
deliver
displays only after the manifest was created
leg is in PU state
after manifest gets dispatched
carrier name is missing in the UI message 'leg was dispatched to'
add carrier reference
this option displays even when a driver is assigned to the manifest
seems like this option was removed
problem
leg problem
report problem (button)
leg status changes to PRB
create duplicate leg
no leg is created
when this option is chosen
manifest stops are marked with exclamation mark in red
manifest is marked as completed
there's a new leg created automatically with the same values as the original leg
remove allocated cost
problem notes
not mandatory
add task
delete task
edit task
pick up
complete pickup
complete
arrive
reset
date
start
leg status is DSP
this means that manifest was assigned and set to a driver/carrier
after manifest gets created/assigned for the leg
add driver notes
upload files
view manifest
send manifest to carrier
manual (status update only)
are freight, fuel and accessorial prices correct?
send manifest to driver
got email?
manual (update status only)
before manifest gets created
add leg to manifest
add to manifest
search manifest
choose manifest
create new manifest
find driver / carrier
carrier
search for carrier
driver
search for driver
is the carrier found and assigned to the manifest?
split leg
edit destination
this is the most important feature for LTL
the driver won't drive for example from toronto to california with one small package - so the leg is split and the small package will go at first to a terminal on the way, where multiple orders can be consolidated and taken to the truck
are the legs visible from the legs module? (URL: roserocket.com/#/ops/legs)
legs get displayed on the legs page only before they get assigned to a manifest
is a leg generated after the rate is chosen and 'confirm' button gets clicked on?
leg was generated after the rate was chosen for 'quote required' customer
leg was generated before the rate was chosen for 'no quote required' customer
choose a rate
TODO
view pdf
8483: When Rating an Order, user is unable to View PDF on Tariffs
download pdf
send quote
does the recipient receive the email?
lists custom note
lists charges
price
displays total price
breakdown
est delivery
check that the delivery date is the same as was set in the order details
shows up only in case some accessorials were used in the order
fuel charge
freight charge
check that the charge calculation is correct compared to what was set in the tariff/in the spot quote
service and type
lists service type
lists chosen service
reported: 9877
make sure that there is a tariff setup and that meeting the criteria for the tariff populates this, or create a spot quote
rating methods
add spot quote
using 're-rate' option from order menu will erase unselected spot quotes
view previous quotes
edit the quotes
changes should be reflected in the list of quotes
select a spot quote, then add more spot quotes and choose another one to proceed with
select tariff rate first, then add a spot quote and select the spot quote
add spot quote first, then click on 'rate' option in the order menu
should display also rates from tariffs, if there's a tariff set up
add more than 1 quote and then select one to proceed with for the order
add 1 quote and proceed with the order
additional details
notes
are the notes displayed in the quote PDF?
service
select
delivery end date
delivery start date
quote
skip quoting
doesn't make any changes to the current saved quote
publish quote
Subtopic
save and edit cost
saves the quote and redirects to carrier costs modal
quote total
is the total calculation correct
change values after copying
calculated automatically after entering rate and qty
use various rates
number with decimal places
round number
use various quantities
is the rate calculation correct?
change default description
fuel
fuel (flat)
fuel (per mile)
fuel (surcharge)
freight
freight per mile
carrier cost
save and add quote
save and exit
check that the info was properly stored and displays in quotes section under carrier costs
edit
copy item
remove item
add line item
miscellaneous
partner fuel (%)
partner freight
cost
check that cost can be entered by user without using qty and rate (condensed view)
check that cost is calculated automatically without using qty and rate fields (expanded view)
rate
displays after clicking on expand
partner freight per mile
select carrier & service
deselect carrier
leave empty
choose another carrier
displays list of available carriers and their service
choose a rate derived from a tariff
choose among multiple tariff rates
in case a tariff is set up and particular lane is found for the order, the tariff rate will get displayed under 'Quotes and Services' after creating the order
save to address book?
no
the location shouldn't get displayed as a suggestion when creating another order
the location shouldn't be stored in customers address book
yes
is the location saved to customers address book?
quantity
add more commodities
are the total calculations accurate?
how does DIM get calculated?
DIM should get displayed
total pieces
total quantity
add one commodity
fields
sku
nmfc
class
used by US customers
total weight
mandatory for displaying rates from tariffs
lf
ht
wd
lg
pcs
type
use various types for commodities in 1 order
use only 1 type for all commodities in 1 order
options
other
container
package
bundle
carton
skid
qty
description
no value for description was used (total weight was filled out) and it was possible to move to 'no quote' status without a description
measurements
changed measurement
updated in BOL and in order?
cm/metric tonnes
inch/tons
cm/kg
in/lbs
service type
cube
FTL
LTL
most used
all these fields are very important to be able to fill in
accessorials
more
1
special instructions
this is widely used by the customers
requested delivery
set no delivery time
does 'requested delivery' title get renamed to 'requested delivery time' when 'make this an appointment' is selected?
ready time
the start and end times is the time window when the driver needs to arrive to pick it up
make this an appointment
on
does 'ready time' title get renamed to 'pickup time' when 'make this an appointment' is selected?
appointment is confirmed
off
additional information
currency
change currency
updated in BOL?
CAD
USD
declared value
some string
none
billing party
change billing party
by default, the billing party is set to the shipper
consignee
shipper
shipper not matching billing party
shipper matching billing party
input method
google search
choose from address book
order type
available order types
multistop
sequence
single consignee
single shipper
point to point order
status
displays status bar which changes state depending on the actions performed
map
zoom out
zoom in
displays the route after after filling in the consignee and shipper
top bar with shortcuts
documents
redirects to documents
gets displayed after a rate is selected (order gets to 'booked' state)
quotes and services
redirects to quotes
gets displayed after order is created
commodities
redirects to commodities
gets displayed after order was saved with at least 1 commodity
details
redirects to details
legs
redirects to legs
gets displayed after order is in booked state
displays the number of legs for the order
redirects to status
tags
remove tags
check that tags disappeared the general orders view as well
add tags
check that tags are visible in the general orders view as well
in full view
in side view
on commission
remove assignee
edit assignee
assign order commission
CSR
clear selection
change CSR
create new customer
Currency
cad
usd
Short Code
change automatically generated short code
mandatory
manual address input
search by location
select recent customer
check whether actual recent customers are displayed by creating orders for different customers and then compare it to the list
displays the 10 latest customers that have had orders created
search for customer
new customer created on this release
customer created on previous release(s)
