In this article, you will learn how to create a new order.
Solution: Understanding the very basics of how to create an order in Marketplace to fulfill a delivery.
Creating an Order
Click on Orders in the top menu bar, then click the New Order button.
Fill out the Order Name field however you want to customize it. Complete the Pickup Information fields. Be sure to include any pickup notes that will help the driver get what they need and quickly.
Next, you will enter the Drop-Off Information. Just like the pickup information section, you will complete all the fields listed for the drop-off. This part of the form contains Billing Notes (optional) where you can enter a PO or project number, or other identifying information.
Fill out the number of items and estimated weight.
Under Order Options, choose between Available Now and Schedule for Later, then complete the Latest Drop-off Time.
Then choose the Vehicle Size you need. There are descriptions under each vehicle with examples of the types of items that would fit in that vehicle.
Next is choosing the Service Type you’ll need. For more details on the different service levels, see this article.
Lastly, if you want to add a customer or other additional contacts you wish to receive order notifications, fill out their SMS Phone Numbers and/or Email Addresses.
Note: If this is a multi-stop order, these contacts will receive notifications for all drop-offs that are done.
When everything is filled out, click the Submit button. Your order will be sent out to the available drivers.
If you have additional questions, please contact us at Support@Dispatchit.com. A Dispatch team member will reach out to you.