Order Creation Process

• What is the Orders tab? How can I read order tab articles sequentially?

  What is the Orders tab? How can I read order tab articles sequentially?Featured

• How to create orders manually

  This guide offers a quick overview of how to create orders manually. Introduction: Dropboy provides a feature to create orders manually under the 'Orders' tab. Steps: Open the web portal and log in. Navigate to the Orders tab.Few readers

• How to enter valid data under 'Sender and Pickup'

  This article explains the purpose of the 'Sender and Pickup' section fields and how to enter valid details. Steps: Company name (Enter sender company name) Address (Enter pickup address) Extra address infoPopular

• How to enter data valid data under 'Receiver and Delivery'

  This article explains the purpose of the 'Receiver and Delivery' section fields and how to enter valid details. Steps: Company name (Enter receiver company name) Address (Enter delivery address) Extra addressPopular

• How to add 'Mandatory instruction review' during order creation

  This guide offers a quick overview of how to add 'Mandatory instruction review' during order creation. Introduction: Dropboy provides a feature in the order creation form that allows for mandatory instructions that drivers must review first before proceeding. This is a valuable feature for highlighting important notes. Follow the steps below to learn how. Steps: Open the web portal and log in.Few readers

• How to enter valid data under 'Cargo items'

  This article explains the purpose and how to enter information about the items being shipped. Steps: Items (Enter the number of items you are shipping) Type (Select the type of item you are shipping) Description (Add a description of your items ) Total weight (Enter the weight of the item(s) being shippePopular

• How to enter valid data under 'General information'

  This article explains the purpose and details for entering general information about the order. Steps: Requisition number (Enter requisition number) Order number (Enter order number) Price (Enter price) A to B or Via HUB (Select one)Popular

• 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. SFew readers

• How to add custom fields during order creation

  This article explains how to add a custom field to the order creation page. Introduction: Dropboy allows you to add new fields to include additional information in your order. Follow the steps below to learn how to add a custom field. Steps Open the web portal and log in. Navigate to the Orders tab.Few readers

• How to double-check the order details in the summary section during order creation

  This article provides you how to double-check the order details in the summary section during order creation Introduction: Dropboy's provides summary section on the order creation page lets you review all the data you entered before finalizing the order. Steps Open the web portal and log in. Navigate to the OrdeFew readers

• How to view the 10 recent orders on order creation page

  This article shows how to view the 10 most recent orders on the order creation page. it will help to ensure which orders you have created recently. Steps Open the web portal and log in. Navigate to the Orders tab.Few readers

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Custom Templates for Order Creation Form

• How to create custom template for the order creation form

  This guide offers a quick overview of how to create custom template for the order creation form. Introduction: Dropboy offers a feature to create custom templates for the order creation form. This allows us to add or remove fields, making it possible to design our own template instead of using the default form. Follow the steps below to learn how. Steps: Open the web portal and log in.Few readers

• 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. Steps: Open thFew readers

• How to delete customized order creation templates

  This guide offers a quick overview of how to delete customized order creation templates. Introduction: Dropboy allows deletion of customized order creation form templates. When a template is no longer in use, it can be deleted individually. Follow the steps below to learn how. Steps: Open the web portal and log in. 2Few readers

• How to switch from a customized template to the default order form

  This guide offers a quick overview of how to create orders using customized order 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. Steps: OFew readers

Understanding Different Sections of 'Order Details' Page

• How to open and view the 'Order Details' of a specific order

  This guide offers a quick overview of how to open and view the 'Order Details' of a specific order Introduction: Dropboy provides a feature allowing you to view complete details for any particular order. In the order list, a small section for each order shows limited information, but you have the option to dive deeper to see all details. Steps: Open the web-portal and log in.Few readers

• Understanding the 'Order Teil' view

  This guide offers a quick overview of understanding 'Order Teil' View in the Order List. Steps: Open the web-portal and log in. Navigate to the Orders tab.Few readers

• How to view 'Track and trace' of a specific order

  This guide offers a quick overview of how to view 'Track and trace' of a specific order Introduction: Dropboy offers a feature that allows you to track and trace orders on a single document page. Steps: Open the web-portal and log in. Navigate to the Orders tab.Few readers

• Understanding 'Order Details' on the Order Detail page

  This guide offers a quick overview of understanding 'Order Details' on the Order Detail page. Introduction: Dropboy offers a feature on the detail page for viewing comprehensive order information in one place. This includes sender and receiver names, addresses, contact numbers, email addresses, and a comments section for additional notes. Pickup and delivery details are also displayed with task statuses, times, and comments. Users can also access Track & Trace directly from this sFew readers

• Understanding 'Cargo items' on the Order Detail page

  This guide offers a quick overview of understanding 'Cargo Items' on the Order Detail page. Introduction: Dropboy offers a feature providing a 'Cargo Items' section where users can view the total count of cargo items and details of each item, including item count, type, product number, weight, volume, dimensions, LDM, services, and barcode. Steps:Few readers

• Understanding 'General Information' on the Order Detail page

  This guide offers a quick overview of understanding 'General Information' on the Order Detail page. Introduction: Dropboy offers a feature with a 'General Information' section, where users can view details such as order type, requisition number, order name, creator, company type, routing tags, Steps:Few readers

• How to edit 'Order Details' of a specific order

  This guide offers a quick overview of how to edit 'Order Details' of a specific order. Introduction: . Dropboy provides a feature that allows you to edit order information in any section, including 'Order Details,' 'Cargo Items,' 'General Information,' and 'Custom Field' sections. Steps: Open the web-portal and log in.Few readers

Articles Related Different Filters to Filter Your Orders

• What methods are available for filtering my orders

  This guide offers a quick overview of what methods are available for filtering my orders. Introduction: Dropboy offers a wide range of features for filtering orders, making it easier to find orders based on specific needs. These filtering options allow you to search orders using multiple conditions, such as 'Time Windows', 'Order Number', 'Requisition', 'Sender and Receiver', 'Advanced Search', 'Order Statuses', 'Services', 'Trays', 'Vehicle/Driver Names', 'Unknown Addresses', 'BekFew readers

• How to filter orders by 'Sender or Receiver' name within the orders tab

  This guide offers a quick overview of how to filter orders by 'Sender or Receiver' name within the orders tab. Introduction: Dropboy allows filter orders by 'Sender or Receiver' name. This feature is useful when locating specific orders based 'sender or receiver' name.Few readers

• How to filter orders by 'Order number' or 'Requisition' within the orders tab

  This guide offers a quick overview of how to filter orders by 'Order number' or 'Requisition' within the orders tab. Introduction: Dropboy allows filter orders by 'Order number' or 'Requisition'. This feature is useful when locating specific orders based on these identifiers.Few readers

• Understanding the 'Advanced search' filter options

  This guide offers a quick understanding the 'Advanced search' filter options in order tab. Introduction:Few readers

• How to filter orders using 'Advanced Search' in the orders tab

  This guide offers a quick overview of how to filter orders using 'Advanced Search' in the orders tab. Steps: Open the web-portal and log in.Few readers

• Understanding the 'Status' filter options

  This guide offers a quick understanding the 'Status' filter options in order tab. Introduction: This guide provides you an understanding of the status of orders, where it's crucial for filtering orders. It is very useful when you want to see only particular order status-wise you can filter out the list of orders. First, understand what status means. What is Status? Status means the state of the order, indicating which phase the order is in. For example, whether the order isFew readers

• How to filter orders using 'Status' in the orders tab

  This guide offers a quick overview of how to filter orders using 'Status' in the orders tab. Steps: Open the web-portal and log in.Few readers

• Understanding the 'Services' filter options

  This guide offers a quick understanding the 'Services' filter options in order tab. Introduction: This guide helps you understand the various services related to orders, which are important for filtering. It’s especially useful when you want to view specific orders based on their services. First, let's clarify what each service means. What is Services? Services refer to additional tasks required for order items when a driver reaches a pickup or delivery point. These servicesFew readers

• How to filter orders using 'Services' in the orders tab

  This guide offers a quick overview of how to filter orders using 'Services' in the orders tab. Steps: Open the web-portal and log in.Few readers

• How to filter orders by any 'Trays' and 'Vehicle/Driver' in the orders tab

  This guide offers a quick overview of how to filter orders by any 'Tray' and 'Vehicle/Driver' in the orders tab. Steps: Open the web-portal and log in. Navigate to the Orders tab.Few readers

• How to filter orders by the 'Unknown address' option in the orders tab

  This guide offers a quick overview of how to filter orders by the 'Unknown address' option in the orders tab What do you mean by 'Unknown address'? Unknown address' refers to addresses not recognized by Google Maps. When entering an address while creating an order, it may be marked as unrecognized if it’s not in Google’s database. You can also search for orders created with unknown addresses, though they may sometimes be excluded by Google.Few readers

• Understanding the 'Bekey status' filter options

  This guide offers a quick understanding the 'Bekey status' filter options in order tab. Introduction: This guide helps you understand the various bekey status related to orders, which are important for filtering. It’s especially useful when you want to view specific orders based on their bekey status. What is 'BEKEY Status'? The BEKEY Status indicates whether a BEKEY SmartLock-enabled door lock is supported for a specific address. Integrated with Dropboy, BEKEY allows controlFew readers

• How to filter orders using 'Bekey status' in the orders tab

  This guide offers a quick overview of how to filter orders using 'Bekey status' in the orders tab Steps: Open the web-portal and log in.Few readers

• Understanding the 'Instruction status' filter options

  This guide offers a quick understanding the 'Instruction status' filter options in order tab. Introduction: This guide helps you understand the various instruction status related to orders, which are important for filtering. It’s especially useful when you want to view specific orders based on their instruction status. What is 'Instruction Status'? 'Instruction Status' refers to notes or comments added by you or the order creator while creating an order in the comments sectionFew readers

• How to filter orders using 'Instruction status' in the orders tab

  This guide offers a quick overview of how to filter orders by the 'Instruction status' option in the orders tab Steps: Open the web-portal and log in.Few readers

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Useful Features and Tips

• How to adjust the page length of the orders list under the orders tab

  This guide offers a quick overview of how to adjust the page length of the orders list under the orders tab. Steps: Open the web-portal and log in. Navigate to the Orders tab.Few readers

• How to go to the next page of orders list in the orders tab

  This guide offers a quick overview of how to go to the next page of orders list in the orders tab. Steps: Open the web-portal and log in. Navigate to the Orders tab.Few readers

• How to view the total count of all orders

  This guide offers a quick overview of how to view the total count of all orders. Introduction: Dropboy gives visibility into the order count, useful when you need to see the total number of orders. This feature is beneficial when filtering orders based on criteria to check how many match or to view the full list count. Steps: Open the web-portal and log in.Few readers

• How can I view the full order list

  This guide offers a quick overview of how can I view the full order list. Introduction: After navigating to the order tab page, the order list does not display directly. You can view orders based on filters or see the full list. This article explains how to view the complete order list. StepsFew readers

• How to reset all filters at once

  This guide offers a quick overview of how to reset all filters at once. Introduction: Dropboy lets you clear all filters with a single click, eliminating the need to remove them one by one. This feature is handy when you've applied multiple filters and want to return to a normal search. Steps: Open the web-portal and log in.Few readers

Quickest, Effort-Saving Features

• How to select all orders at once and perform actions together

  This guide offers a quick overview of how to select all orders at once and perform actions together. Introduction: Dropboy offers a feature that lets you perform multiple actions on orders simultaneously. This means you don’t need to take action on each order individually. For example, you can select an entire page of orders or specific ones together and perform actions like assigning orders, unassigning, forwarding, duplicating, printing bills, exporting, and more all at once.Few readers

• How to manage order assignments and unassign from 'Trays', 'Vehicles', or 'Routing Rules' in a single popup

  This guide offers a quick overview of how to manage order assignments and unassign from 'Trays', 'Vehicles', or 'Routing Rules' in a single popup Introduction: Dropboy provides a feature to assign orders to vehicles, trays, or routing rules or unassign from a single popup. Let's learn how to assign orders. Steps: Open the web-portal and log in.Few readers

• How to unassign any order or multiple orders

  This guide offers a quick overview of how to unassign any order or multiple orders Introduction: Dropboy provides a feature to unassign any single or multiple orders with a single click. Let's learn how to unassign orders with one click. Steps: Open the web-portal and log in. Navigate to the Orders tabFew readers

• How to create a duplicate order

  This guide offers a quick overview of how to create a duplicate order Introduction: Dropboy offers a feature to create duplicate orders with a single click. This saves you from re-entering the same information for previous orders, allowing for quick duplication. Steps: Open the web-portal and log in. NavigFew readers

• How to print bills for one or multiple orders

  This guide offers a quick overview of how to print bills for one or multiple orders. Introduction: Dropboy offers a feature to print bills for one or more orders with a single click. Bills provide complete order details. Multiple orders can be printed in separate files, each containing details based on your selected number of orders. Steps: Open the web-portal and log in.Few readers

• How to print labels for one or multiple orders

  This guide offers a quick overview of how to print labels for one or multiple orders. Introduction: Dropboy offers a feature to print bills for one or multiple orders with a single click. Labels represent the pieces of your order added in the cargo section during order creation. You can also print multiple orders, but each file will include only the pieces for one order. Steps: Open the web-portal and log in.Few readers

• How to use the direct menu option to send orders to 'Routing Rules'

  This guide offers a quick overview of how to use the direct menu option to send orders to 'Routing Rules'. Introduction: Dropboy offers a direct option to send selected orders to routing rules with a single click. For more information, refer to this article.Few readers

• How to forward or unforward orders to a partner company

  This guide offers a quick overview of how to forward orders to a partner company. Introduction: Dropboy provides a feature that allows you to either "unforward" or "forward" orders to your partner company. Unforward means if an order was received from your partner company, you can send it back to them. Forward means you can send an order, created by you, to your partner company.Few readers