When dealing with recurring orders that have the same, or similar details, there is a quick and easy way to create a new order. There are several options when creating similar orders, primarily around including / excluding reference numbers.
Navigate to Orders> Orders List
Find the order you want to copy and click on the order number
Click on "Create similar order", or use the Action Menu (3 dots) to see more options to include / exclude reference numbers. What is considered a reference?
Customer reference
Container number
Collect/Delivery References
Create Similar Order
This option will copy the critical details (Customer, Collect / Deliver address), but gives the user options to edit other details.
Select Transport Service. The transport service from the original order is highlighted by default, but alternative option can be selected if required.
Customer details are copied from the original order.
Copy prices option is defaulted to off. Toggle on to copy the prices from the original order.
Consignment details, including collect / deliver address are copied over. User will need to update the date / times, and any relevant stop details (to copy stop references, use alternative option below). Stop Notes WILL copy over.
Cargo details, as entered on the original order will be copied over. This can be updated and additional items can be added.
Save order.
Create Order
Create a brand new order conveniently from within any other order, without having to navigate back to the main Orders List page. This option does not copy any options from the original order.
Create Similar Order (excl. references)
Use this option to copy all the relevant details of the order, excluding ALL references.
Create Similar Order (incl. stop references)
Use this option to copy all the relevant details of the order, including STOP references. All other references are excluded from the order.
Create Similar Order (incl. all references)
Use this option to copy all the relevant details of the order, including ALL references.
