Articles on: Orders

How to select order mode under 'Assignment'

This guide offers a quick overview of how to select order mode under assignment.

Introduction:

You will learn how to select the appropriate option for the order's mode. The order's mode refers to actions such as assigning or unassigning the order, assigning trays, applying route rules, or assigning the order to a subcontractor.

Prerequisite:
If you haven’t read this article, start here: How to create orders manually

Steps:

You will be required to choose one option: 'Transporter' (Contractor) or 'My own fleet' (Your company will handle the order).

Choose your transporter:

For example, if you want to assign the order directly to a subcontractor, click on "Choose your transporter," view the list of available transporters, and select one from the list.

My own fleet:

After clicking on 'My own fleet,' the following options will appear. Please choose one:

Unassign

This option places the order in an unassigned state.

Tray

Selecting this option displays a dropdown menu. Choose a tray from the list to assign the order.
If unfamiliar with trays, refer to this article: What are the features of the "Trays" tab? How can I read the "Trays" article sequentially

Vehicle

Selecting this option assigns the order to a vehicle. A dropdown menu will appear to choose a vehicle and date.
If unfamiliar with vehicles, refer to this article: What is vehicle features? How can I read the "Vehicle" article in a sequential manner?

Sending to Route

Selecting this option assigns the order to a specified route and applies any route rules you’ve set.
If unfamiliar with routing rules, refer to this article: What are the features of the "Routing Rules" tab? How can I read the "Routing Rules" articles sequentially

Updated on: 20/11/2024

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