There are 2 ways to create a single order manually in the system. Orders are created under the ORDERS Main menu.
Alternative order creation options:
Order creation by copying an existing order: 👉Click here
Order creation in bulk from template: 👉Click here
General Order Creation
Step 1: Navigate to the Order creation section
From the main ORDERS menu, select the Orders List.
Click the “Create order” button, located on the right or top of the screen.
Step 2: Fill in Order details
In the order creation section, you will find a form to enter the order details. Each section will load once the previous section is completed.
Transport Service. Select the transport service for the order. Note: transport services can affect the stop activities and order detail fields that are available on the order.
General Details. Enter the customer name, once entered, the Consignment section will populate. Any order defaults associated to the customer and/or transport services (locations, references, etc) will appear pre-filled. If there are multiple collect/deliveries, use the 'Additional Collect / Deliver Stops' to indicate what is required. The Consignment will update to '1' and shows the option to 'Add Consignment' to the order. Complete the remaining relevant and/or mandatory fields.
Consignment. The consignment section consists of a minimum of 2 sections: Collect / Delivery. This may vary based on the Transport Service selected, ie: 'Containers' may include additional sections to account for container movements. If there is a '+' icon, either before or after stop, this will allow additional stops to be added to the order.
NOTE 1: Each stop has a pre-configured 'DURATION'; that is the amount of time allocated to the stop, in the overall calculation of the duration of the trip.
NOTE 2: 'START / END TIME', with or without 'Enforce' is a Time Frame (Window) when the stop activity can 'Start'. In the example below, the collection can begin at any time from 6am up to and including 8am.
Cargo. Add the goods details for each consignment. The default is to show the 'TOTAL'. If individual dimensions are required these can be added by clicking 'Add piece dimensions', these can be removed using the 'Remove piece dimensions'. If the freight is considered 'Dangerous Goods', use the ADR dropdown. With ADR selected, an additional ADR section will be shown that must be completed before the order can be saved.
SAVE. Review the order details to ensure accuracy and completeness. The order routing will show on the map to the right side of the screen. Click on the 'Save' button on the right bottom to validate the order. If any errors or warnings are detected, carefully review the messages and make the necessary corrections and click on 'Save' button again
Transport Services are part of the account configuration, based on the services provided. Contact Qargo Support if additional services are required.
Step 3: Validate and Save the Order
Once you have entered all the necessary information, review the order details to ensure accuracy and completeness. You can also check your route on the map on the right side of the screen to double check.
Click on the “Save” button on the right bottom to validate the order.
If any errors or warnings are detected, carefully review the messages and make the necessary corrections and click on “Save” button again
Step 4: Edit order(if applicable)
If any changes are required to the original order details, these can be done by clicking on 'Edit Order' button that can be found on the top right side of the order page or via the 'Edit icon' (pen) next to the fields in the order page view:
Edit the STOPS of an order. This article covers editing and re-sequencing stops on an order, including unplanned orders and orders on the Planboard.
Order creation from a document
To create a new single order from an order confirmation document provided to you by your customer.
Click on "create order" button and choose your preferred transport service as in normal order creation.
Upload or drag the order confirmation document that was provided by the customer.
The recognised fields like customer number or customer reference from the document will be shown as suggestions. Click on a field in the order and a dropdown will open. Some options in that dropdown will have a label 'Suggestion'. This is data that is fetched from the uploaded document.
Guidance to avoid manual work is shown as additional information or a warning. Here are a few examples:
Once a suggestion is selected, those fields are highlighted in blue.
Mandatory fields will be marked with a red border.
If a reference number is chosen that already is selected in a previously created order, a warning is displayed 'Possible duplicated detected' with a reference to the orders.
If a location is already used in a previously created order, it is possible to copy the time windows and other important information to avoid manual input.
Manually fill out the necessary or empty field fields for the order.
Verify the completeness and accuracy of the order details before finalising and save the order.