You can create orders using the template functionality. Here you can find how to create orders in bulk. This is relevant if you often have the same type of order coming back.
Order templates in Qargo allow users to streamline the creation of orders by reusing predefined structures. These templates can be categorised into two types: Recurring Templates and Non-Recurring Templates, each serving specific operational needs.
RECURRING templates
Create a schedule over a date range to quickly and easily create multiple orders.
Recurring templates are ideal for tasks that follow a repeatable schedule, such as deliveries on specific days of the week. They allow users to define a weekly schedule over a date range and bulk-create multiple orders for that period in one action.
Key Features of Recurring Templates:
Define a weekly schedule over a date range.
Bulk-create multiple orders for the specified period.
RECURRING Template
Navigate to ORDERS > Templates.
Select Recurring Tab & Click on an order template
Schedule is shown in the top left corner of the Order Details page view
Click the Edit icon to update the schedule
Orders are not created automatically from either recurring or non-recurring templates. Users must manually select dates and trigger the creation process, ensuring full control and flexibility.
This manual process allows users to make adjustments as needed, ensuring that the generated orders align with operational requirements.
Create multiple orders over a date range.
Select the recurring template to copy the orders from
Select the date range orders are required for by entering a start and end date.
Add the number of copies required PER DAY.
Orders will be generated based on:
Scheduled days
Number of copies required per day
Set date range.
Update existing templates:
Existing templates that are not currently set to a schedule can be updated.
This will move the template to the Recurring tab.
To remove a scheduled template, toggle Schedule off.
This will move the template to the Non-recurring tab.
When updating schedule, users can enter the specific number of orders to generate per day.
Click the day to schedule the order - default value '1' is entered.
If more than 1 order is required, update the value
Click SAVE.
NON-RECURRING Template
Non-recurring templates are suited for tasks that do not follow a fixed schedule. They allow users to reuse the same structure and create orders as needed by selecting specific dates.
Once a template has been set up, you can create orders using this template.
These templates are beneficial when the route or task structure is consistent, but the dates vary and are chosen as needed.
Navigate to ORDERS > Templates.
Select NON-Recurring Tab & Click on an order template
Click on 'copy order' on the right top side of the page.
Select the number of orders to be created from this template
Select the order dates.
Depending on the dates and amounts inserted, the system will calculate and give an overview of how many orders in total will be created
Click SAVE, the orders will appear with status 'To plan' in your order list.
To learn more about creating template orders, click the link below👇