In logistics, the order creation process is vital. Ensuring complete and accurate information during order creation helps avoid delays and errors, ultimately contributing to a more streamlined and reliable supply chain.
Accessing the Orders board
The orders can be added and found by clicking Orders on the left side of the menu:
If manual order needs to be added click on Orders;
Further information on how to manage EDI orders can be found here.
There are four easy steps on how to add a new order:
Selecting customer, company and planner
Planning the route
Entering order information
Entering financial information
New orders can be created by clicking on blue Add Order button on the right side of the screen. After clicking on it, a new order can be created.
Selecting customer, company and planner
Customer information needs to be filled: there will be a drop down list of the most recent customers to choose from;
If the specific customer is not shown, type a few letters and it will appear there;
If a new Customer needs to be added please press on the plus icon on the right side of the bar. Instructions on how to create a new customer can be found here;
Select Company - there is a drop down list - this field is especially helpful for Trucking companies that have more than one company;
Please select Freight - there are a few options to choose from:
Full Truck Load;
Less Than Load;
Partial;
Select who is booking the order;
When all of the information is filled out press Next.
Planning the route
Press on the Assign Assets button, then select driver and truck pair, or truck which will be needed to complete this order. Click Assign and press Save.
Stops needs to be added and the route should be created. Detailed instructions and tips on how to create a Stop can be found here;
The order can only be created after at least two stops are made - pick up and/or delivery stop;
When all of the information is filled out press Next.
Entering order information
Rate Confirmation can be added - after clicking on the button a file can be selected;
Order information needs to be added
Choose Trailer Type:
Van
Reefer
Flatbed
Choose Trailer Length:
20’
45’
48’
53’
Choose a specialty:
Not applicable
Hazmat
Tanker Endorsed
Team
TWIC
Additional information can be added: quantity of Pallets, Pieces, and Weight;
Commodity and Division can be selected from the drop down list;
When all of the windows are filled, press Next.
Entering financial information
Check if the Billing information is correct;
The billing address can be added and changed if needed. Simply click on a plus icon and add new billing address information;
Further information on how to add new billing address information can be found here.
Purchase Order Number and Bill of Landing Number need to be entered;
Miles will be calculated automatically between pickup and delivery locations - if needed mileage can be corrected.
Revenue Type can be selected from the list, there are two options:
Flat rate
Baseline + Fuel Surcharge:
There are multiple options when choosing Baseline:
Flat Baseline
Baseline per mile
Baseline per Tier Weight
There are also options when choosing Fuel Surcharge Type, it can be:
Flat
Per Mile
Percentage
The details of revenue type can be entered and chosen in the following windows:
In addition to that, Accesorials can be added:
Press on the blue plus icon and add Accessorial
Choose Accessorial Type:
Additional Stops
Detention
Lumper
On Time Pickup
On Time Delivery
Scales
Out of Route
Layover
Truck Ordered Not Used
Unloading Charges
Driver Assist
Select Quantity
Enter price per Quantity
After the financial information is entered press Finish.
New order will be created and shown in the Orders page. How to find and manage orders can be found here.