Articles on: Orders

How to create an order manually

This guide offers a quick overview of how to create orders manually.


Steps:



Open the web-portal and log in.



You will be redirected to the dashboard page. Click on the menu icon.



To access the tabs, you can click directly on the icon.

Click on Orders tab and then click on the Plus button.



Enter data under the following five sections:
If you're not sure what information to enter in each section, click on the link of each section article to access a helpful article with instructions.

Sender and Pickup How to enter valid data under Sender and Pickup
Receiver and Delivery How to enter data valid data under Receiver and Delivery
Cargo items How to enter valid data under Cargo items
General information How to enter valid data under General Information
Assignment How to select order mode under Assignment



Click on the confirm button to create your order.



Do you know that you can add your own custom fields while creating an order? Please refer to the article for more information. How to add custom field on order creation page

Do you know that you can see most recent created? Please refer to the article for more information. How can you view the 10 recent orders on order creation page

Do you know that you can re-check order details? Please refer to the article for more information. How to double-check the order details under summary section


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Updated on: 31/10/2023

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