template_regression testing
1.119 onwards - part 1

create new order

choose customer

set

status

CSR

on commission

assign order commission

edit assignee

remove assignee

tags

map

details

available order types

point to point order

single shipper

single consignee

sequence

multistop

shipper

input method

choose from address book

google search

shipper matching billing party

shipper not matching billing party

consignee

google search

choose from address book

billing party

by default, the billing party is set to the shipper

input method

choose from address book

google search

additional information

declared value

none

some string

currency

USD

CAD

change currency

updated in BOL?

ready time

make this an appointment

on

appointment is confirmed

on

off

off

the start and end times is the time window when the driver needs to arrive to pick it up

requested delivery

make this an appointment

on

appointment is confirmed

on

off

off

set no delivery time

special instructions

this is widely used by the customers

none

some string

accessorials

none

1

more

commodities

fields

all these fields are very important to be able to fill in

service type

LTL

most used

FTL

cube

measurements

in/lbs

cm/kg

inch/tons

cm/metric tonnes

changed measurement

updated in BOL and in order?

description

mandatory

no value for description was used (total weight was filled out) and it was possible to move to 'no quote' status without a description

qty

type

options

skid

carton

bundle

package

container

other

use only 1 type for all commodities in 1 order

use various types for commodities in 1 order

pcs

lg

wd

ht

lf

total weight

mandatory for displaying rates from tariffs

class

used by US customers

nmfc

sku

quantity

add one commodity

add more commodities

total quantity

total pieces

total weight

DIM should get displayed

how does DIM get calculated?

save to address book?

yes

is the location saved to customers address book?

no

the location shouldn't be stored in customers address book

the location shouldn't get displayed as a suggestion when creating another order

rate order

rating methods

choose a rate derived from a tariff

choose among multiple tariff rates

add spot quote

carrier cost

edit

select carrier & service

displays list of available carriers and their service

deselect carrier

choose another carrier

leave empty

type

partner freight

partner freight

partner freight per mile

qty

displays after clicking on expand

rate

displays after clicking on expand

cost

check that cost is calculated automatically without using qty and rate fields (expanded view)

check that cost can be entered by user without using qty and rate (condensed view)

partner fuel (%)

qty

displays after clicking on expand

rate

displays after clicking on expand

cost

check that cost is calculated automatically without using qty and rate fields (expanded view)

check that cost can be entered by user without using qty and rate (condensed view)

add line item

miscellaneous

remove item

copy item

save and exit

check that the info was properly stored and displays in quotes section under carrier costs

save and add quote

quote

additional details

delivery start date

delivery end date

service

select

notes

are the notes displayed in the quote PDF?

add 1 quote and proceed with the order

add more than 1 quote and then select one to proceed with for the order

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

select tariff rate first, then add a spot quote and select the spot quote

select a spot quote, then add more spot quotes and choose another one to proceed with

edit the quotes

changes should be reflected in the list of quotes

view previous quotes

using 're-rate' option from order menu will erase unselected spot quotes

quotes and services

make sure that there is a tariff setup and that meeting the criteria for the tariff populates this, or create a spot quote

details

reported: 9877

service and type

service

lists chosen service

type

lists service type

breakdown

freight charge

check that the charge calculation is correct compared to what was set in the tariff/in the spot quote

fuel charge

check that the charge calculation is correct compared to what was set in the tariff/in the spot quote

accessorials

shows up only in case some accessorials were used in the order

est delivery

check that the delivery date is the same as was set in the order details

price

displays total price

notes

lists charges

details

lists custom note

view pdf

send quote

does the recipient receive the email?

download pdf

8483: When Rating an Order, user is unable to View PDF on Tariffs

view previous quotes

TODO

legs

is a leg generated after the rate is chosen and 'confirm' button gets clicked on?

are the legs visible from the legs module? (URL: roserocket.com/#/ops/legs)

available actions on a leg

before manifest gets created

split leg

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

this is the most important feature for LTL

edit destination

create new manifest

add leg to manifest

add to manifest

search manifest

choose manifest

after manifest gets created/assigned for the leg

send manifest to driver

manual (update status only)

email

got email?

send manifest to carrier

manual (status update only)

are freight, fuel and accessorial prices correct?

email

got email?

edit destination

view manifest

upload files

add driver notes

after manifest gets dispatched

after leg is picked up

deliver

displays only after the manifest was created

load

unload

after leg is unloaded

after leg is delivered

set location and ETA

manifest for multistop order types

documents

view and download

BOL

view BOL

send the BOL

download BOL

labels

UCC-128

download PDF

send UCC128

got email?

view UCC128

PAPS

port of arrival notification

displays when crossing borders between countries such as US and Canada

view PAPS

download PDF

send PAPS

got email?

PARS

view PARS

download PDF

send PARS

got email?

invoice

invoice doc displays only after invoice creation (once the order is in invoice created status)

download PDF

send invoice

got email and the documents attached

other

POD

POP

commercial invoice

are values on the invoice same as in the order?

upload

commercial invoice

signed pickup

signed delivery

other

delete file

download file

file types

upload supported file type files

pdf

png

gif

tiff

jpg

jpeg

attempt to upload some non supported file type

reported: 9873: No error message when user attempts to upload unsupported filetype

reported: 9874: Filename with unsupported file type displays even though file wasn't uploaded as signed delivery doc

error message should be thrown

file size

<20MB

view specific order

set

ready time (required)

requested delivery

dates set

no dates and times set

info to be duplicated

legs and quotes/services

on

were the legs and rate duplicated to the new order?

does the order go right into the booked status?

off

does the order go right into the no quote status?

carrier and pay

available only when a carrier is chosen

share

invite users to customer portal

assign CSR

displays only when order has no CSR assigned

add email

add 1 email

is the email received?

is the user able to get into the portal?

add multiple emails

is the email received?

is the user able to get into the portal?

customer's business type

shipper

broker

carrier

invite pending

portal access

is the user able to access the portal?

resend invite

revoke access

is the user able to access the portal after revoking access?

share e-tracking page

anyone with the link can view order

generate link

copy link

revoke link

is the link recipient able to see the order after revoking the link?

link expires in 44 days

does the link actually expire?

edit order/revise

check that the BOL and other documents reflect the changes done after editing the order

keep rate/rerate order

change customer

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

cancel

available only before the first leg is picked up

save as recurring order

check that the order is created automatically when it's set up as recurring

general orders view (roserocket.com/#/ops/orders)

upload orders

import CSV

download CSV template

add values and upload the CSV

is the order created?

download orders

PDF

is the content of the file the same as the order list?

is the content of the file same as the CSV?

can the file be opened in Adobe Reader or other PDF software?

CSV

can the file be opened and is it readable?

new quick quote

choose customer

fill in consignee and commodity values

convert to order

was the order properly created and can it be delivered as a normal order?

filter orders

add filter

sort by

by created date

reported: 10176: Filter doesn't return any results unless the filter is added on the first page of results

order views

create new view

create new organizational view

do other team members of the org see this view?

update view

rename view

delete view

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

legs

manifests

filter by

create blank manifest

add driver

primary driver

team member

make the team member primary driver

remove driver

add carrier

add carrier

remove carrier

remove carrier

use another carrier later

use driver instead of carrier

add equipment

filter

by

status

types

add cost estimates

type

miscellaneous

miscellaneous deduction

add other costs

type

miscellaneous

miscellaneous deduction

tasks

view orders manifest

this is a happy path scenario how to complete the manifest from manifest view

tags

top bar

resources

add driver/add carrier

add equipment

stops

cost estimates

other costs

documents

send manifest to driver

send manifest to carrier

revert the manifest from 'assigned' state to 'planning'

duplicate the manifest

arrive stops

TODO

custom tasks

order

new

after clicking on 'new order' button on the orders page

no quote

no quote or rate chosen for a customer who has 'quote required' set in settings

this state doesn't show in the flow for the 'no quote required' customer

quoted

some quotes from tariffs were displayed and can be selected

pending

after a quote is selected

booked

customer who has 'quote required' set in settings

quote/rate was chosen and 'confirm' button clicked on

a leg gets generated after this step

customer who has 'no quote required' set in settings

such order goes from 'new' to 'booked' state right away

rejected

after clicking on the 'reject' button which becomes available after selecting a quote

in transit

after the first leg is picked up

saved

when in the process of making changes to the orders values

legs

manifest

new tariff

view a specific existing tariff

import tariff

view accessorials

view fuel

view zones

select invoices

select 1 invoice

select few invoices

create consolidated invoice

carrier usually sends invoices to customer once a week for all the shipments done in that week

consolidated invoice can be created only for invoices for 1 customer, not for multiple customers in 1 consolidated invoice

check that once a consolidated invoice is created, a new column will show up in the list of invoices

printable statement

adding new line items

billing party

check that company name and address information are correct

consolidated invoice details

documents

upload documents

commercial invoice

signed pickup

very important

signed delivery

very important

other

order summary

bill of lading (BOL)

addresses

commodities

date & time

PAPS

labels

UCC-128

select all invoices

sort invoices by

views

create new view

create organizational view

filters

filter by

status

delivered

created

sent

paid

archived

customers

delivery date

download invoices

download 1 invoice

download multiple invoices at a time

upload invoice payments

sync invoices with quickbooks

some integrations issues at point of testing
will revisit

commissions

sender (broker / carrier)

new order

create manifest

assign to partner carrier

add rate

send to partner carrier

partner carrier..

accepts

rejects

revises

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.

receiver (partner carrier)

order received in tendered status

accept

create manifest

driver assignment

send manifest

reject

revise