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Go Create...
Read, watch, listen and learn. We're here to help!
How to CREATE and Order
From address to HU's, carrier selection and label printing
...this guide will show you how to create it.
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To open CREATE ORDER you need to click on the 'red' application tile
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You can also access it through the Event menu
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If you select to print the label at this point, once printed we will automatically release the order to the planning team and take you back to the start to add a new order...
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To open CREATE ORDER you need to click on the 'red' application tile
CREATE ORDER Configuration
From only seeing the fields that mean something to you
...to creating HU types that fit your business.
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To access the configuration, select the 3 dots [...] in the top right corner of the screen
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Each configuration relates to a section of the Create Order screen
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Save the changes to update Create Order HU field.
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To access the configuration, select the 3 dots [...] in the top right corner of the screen
CREATE ORDER branding
How to add your own branding to Create Order
Add a logo and web link, change the background and text colour
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Open your Create Order application
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Click on the configuration for Create Order. This change will be for all users on your Account.
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Your branded Create Order screen...
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Open your Create Order application
CREATE ORDER
Adding a non-parcel carrier in Create Order
...with rate validation and without
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Add the order detail as required.
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To select a LTL, FTL or EXW carrier, select the 2nd option down in the Carrier and Service section
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To add a destination as ADHOC simply update the destination as a £0.
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Add the order detail as required.
Add a document
Adding a document to a manual order
A document added will show in ROUTE and CONNECT
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A document can be added to an order as it is created in Create Order. Adding here will associate the document to this order all through the Event process.
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Now you have a choice to add a document or to click continue and move on
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The carrier can view, download a document
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A document can be added to an order as it is created in Create Order. Adding here will associate the document to this order all through the Event process.