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?FeaturedHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the Orders tab. ||| If unfamiliar with basic navigation, follow this article: [How to learn 'BasicFew readersHow 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. || Prerequisite: || If you haven’t read this article, start here: How to create orders manually Steps: Company name (Enter sender company name) Address (Enter pickup address) ||| You can add coordinates by clicking creating geo coordinates using the latitude and longitude values. Extra address infoSome readersHow 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. || Prerequisite: || If you haven’t read this article, start here: How to create orders manually Steps: Company name (Enter receiver company name) Address (Enter delivery address) ||| You can add coordinates by clicking creating geo coordinates using the latitude and longitude values. **Extra addressSome readersHow 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. || If unfamiliar, follow this article: [How to login in to the Dropboy web appFew readersHow to enter valid data under 'Cargo items'
This article explains the purpose and how to enter information about the items being shipped. || Prerequisite: || If you haven’t read this article, start here: How to create orders manually 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 shippeSome readersHow to enter valid data under 'General information'
This article explains the purpose and details for entering general information about the order. || Prerequisite: || If you haven’t read this article, start here: How to create orders manually Steps: Requisition number (Enter requisition number) Order number (Enter order number) Price (Enter price) A to B or Via HUB (Select one) ||| "A to B": The driver picks up the order and delivers it directSome readersHow 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 SFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the Orders tab. ||| If unfFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the **OrdeFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the Orders tab. ||| If unfamiliar with basic navigation, follow this article: [How to learn 'Basic Navigation' of theFew readers
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. || If unfamiliar, follow this article: [How to login in to the Dropboy web application]Few readersHow 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 Steps: Open thFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application 2Few readersHow 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. || If unfamiliar with custom order templates, refer to this article: How to create custom template for the order creation form Steps: OFew readers
Understanding Different Sections of 'Order Details' Page
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. || If unfamiliar, follow this article: How to login in to the Dropboy web application 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-Few readersHow 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. || If unfamiliar, follow this article: [How to login in to the Dropboy web application](/en/aFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the Orders tab. ||| If unfamiliar with basic navigation, foFew readersUnderstanding '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 readersUnderstanding '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: || If you're unfamiliar with how to open the order detail page, follow this article: [How to open and view the 'Order DetailsFew readersUnderstanding '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: || If you're unfamiliar with how to open the order detail page, follow this article: [How to open and view the 'Order Details' of a specific order](/en/article/how-to-open-aFew readersHow 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. || 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-pFew 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 readersHow 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. ||| What is 'Sender or Receiver' name? ||| Sender or Receiver Name refers to the name of the individual or entity either sending or receiving the order. This allows you to filter and identify orders based on the senFew readersHow 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. ||| What is 'Order number'? ||| 'Order number' is the name of an order, and many orders could have the same name. It can be a combination of alphabetic, numeric, and other characters. ||| **What is 'RequisitFew readersUnderstanding the 'Advanced search' filter options
This guide offers a quick understanding the 'Advanced search' filter options in order tab. Introduction: ||| This guide provides a quick overview of the 'Advanced Search' filter options in the Orders tab. Dropboy offers 'Advanced Search' filtering, allowing you to refine your orders based on 'Actors,' 'Order References,' and 'Pickup and Delivery' options. Each section includes additional sub-options for more precise filtering. This article will help you understand these options, enFew readersHow 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. || Prerequisite Article: || Before proceeding, please read this article to understand 'Advanced Search': Understanding the 'Advanced search' filter options Steps: 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-Few readersUnderstanding 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 readersHow 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. || Prerequisite Article: || Before proceeding, please read this article to understand 'Status': Understanding the 'Status' filter options Steps: 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-applicatiFew readersUnderstanding 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 readersHow 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. || Prerequisite Article: || Before proceeding, please read this article to understand 'Status': Understanding the 'Services' filter options Steps: 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-apFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the Orders tab. ||| If unfamiliar with basic navigation, follow this article: [How to learn 'Basic Navigation' of the web Dropboy application](/en/aFew readersHow 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. || These articles provide information onFew readersUnderstanding 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 readersHow 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 || Prerequisite Article: || Before proceeding, please read this article to understand 'Status': Understanding the 'Bekey status' filter options Steps: 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-droFew readersUnderstanding 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 readersHow 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 || Prerequisite Article: || Before proceeding, please read this article to understand 'Status': Understanding the 'Instruction status' filter options Steps: Open the web-portal and log in. || If unfamiliar, follow this article: [How to login in to the Dropboy web application](/en/article/Few readers
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. || If unfamiliar, follow this article: How to login in to the Dropboy web application 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/hFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application 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-learFew readersHow 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. || If unfamiliar, follow this article: [How to login in to the Dropboy web application](/en/article/how-to-login-in-Few readersHow 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. ||| Follow this article to learn all methods of filtering orders: What methods are available for filtering my orders StepsFew readersHow 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. || 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-p7Few 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 readersHow 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. || If unfamiliar, follow this article: [How to login in to the Dropboy web application](/en/article/how-to-login-in-to-thFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application Navigate to the Orders tabFew readersHow 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. || If unfamiliar, follow this article: How to login in to the Dropboy web application NavigFew readersHow 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. || If unfamiliar, follow this article: [How to login in to the Dropboy web application](/en/aFew readersHow 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. || If unfamiliar, follow this article: [How to login inFew readersHow 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. || There is another way to send orders to routing rules. Follow this article: [How to manage order assignments and unassign from 'Trays', 'Vehicles', or 'Routing Rules' in a single popup](/en/article/how-to-manage-order-assFew readersHow 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. ||| If you're unfamiliar with networks, follow this article: [What are the features of the "Networks" tFew readers