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> Fetch the complete knowledge base index at: https://help.dropboy.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# How to create orders using customized templates

This guide offers a quick overview of how to create orders using customized templates.
---

**Introduction:**

Dropboy offers a feature to create orders using custom templates, where form fields are adjusted to your preferences. Follow the steps below to learn more.

|| If unfamiliar with custom order templates, refer to this article: [How to create custom template for the order creation form](/en/article/how-to-create-custom-template-for-the-order-creation-form-10gzth8/)

### Steps:

1. Open the web portal and log in.

|| **If unfamiliar, follow this article:** [How to login in to the Dropboy web application](/en/article/how-to-login-in-to-the-dropboy-web-application-p7owqx/)
 
2. Navigate to the **Orders** tab.

||| If unfamiliar with basic navigation, follow this article: [How to learn 'Basic Navigation' of the web Dropboy application](/en/article/how-to-learn-basic-navigation-of-the-web-dropboy-application-14dkvry/)

![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_16a1wk4.png)

3. Click on the **Plus** button.

![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_1vcnbax.png)

4. **Order Creation form** will open. Order Creation form has **five** sections.

![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_1oyfinm.png)

5. Click **'No template selected (*)'** dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_1rxtkbp.png)

6. **Templates list** will be displayed.

||| ![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_1xiabvu.png)
||| If unfamiliar with creating customized order creation templates, follow this article. [How to create custom template for the order creation form](/en/article/how-to-create-custom-template-for-the-order-creation-form-10gzth8/)

7. Select **one** of the **templates**,

||| For example, "My First Order Creation Form Template."
||| ![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_zwsf45.png)

8. **Order creation** form **fields** are displayed **based** on the **selected template**.

||| Scroll down to see the full form; the example screenshot shows only part of it.
||| ![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_1k1jfcf.png)

9. Fill out all **five section** fields.

|| Refer to the articles below for field purposes in each section and skip the fields not included in your template.
|| 1. **Sender and Pickup:** [How to enter valid data under 'Sender and Pickup'](/en/article/how-to-enter-valid-data-under-sender-and-pickup-1t07kfz/)
|| 2. **Receiver and Delivery:** [How to enter data valid data under 'Receiver and Delivery'](/en/article/how-to-enter-data-valid-data-under-receiver-and-delivery-96tpyi/)
|| 3. **Cargo items:** [How to enter valid data under 'Cargo items'](/en/article/how-to-enter-valid-data-under-cargo-items-2vagsk/)
|| 4. **General information:** [How to enter valid data under 'General information'](/en/article/how-to-enter-valid-data-under-general-information-fggdad/)
|| 5. **Assignment:** [How to select order mode under 'Assignment'](/en/article/how-to-select-order-mode-under-assignment-oud69x/)

10. After filling the form, click **Confirm** button.

||| Before clicking, you can review all entered details. For more information, follow this article: [How to double-check the order details in the summary section during order creation](/en/article/how-to-double-check-the-order-details-in-the-summary-section-during-order-creation-1qbtfe7/)

![](https://storage.crisp.chat/users/helpdesk/website/f1031fad712a6800/image_hqjwf.png)

|| If unfamiliar with switching to the default order creation form, follow this article: [How to switch from a customized template to the default order form](/en/article/how-to-switch-from-a-customized-template-to-the-default-order-form-paq142/)

| **Related Articles:**
| [How to create orders using customized templates](/en/article/how-to-create-orders-using-customized-templates-1af8cow/)
| [How to delete customized order creation templates](/en/article/how-to-delete-customized-order-creation-templates-1fzw39r/)

| [What is the Orders tab? How can I read order tab articles sequentially?](/en/article/what-is-the-orders-tab-how-can-i-read-order-tab-articles-sequentially-1msgbpo/)

| **Check the app's status here.** [If you can't access Dropboy, chat or report issues](https://dropboy.crisp.watch/en/)