The new order screen is compatible with the following browsers:

PC: Chrome from Google, Microsoft Edge, Firefox from Mozilla

MAC: Chrome from Google, Safari, Firefox from Mozilla


**It is not compatible with Internet Explorer. Users using Internet Explorers will be directed to the older Order Screen until June 7 2019. Following this date, the old Order screen will no longer be supported and users should use one of the supported browser.


Customer Portal

New Order Screen

The new order screen has been reorganized to show each section in a simplified overview, as shown below, increasing productivity by facilitating the order data entry.

The sections have been reconfigured for easy data entry using either the mouse or tab key. 


Not only is the order overview a crisp, clean and simple version, contacts are easily accessible by inputting specific or generalized characters that have been allocated to the customer's account. This is one of the many improved changes that were made to the order process to facilitate data entry. 


Create a New Order

Please note that the below screens represent what an account admin would see. An account user would see and be able to perform the same tasks however, pricing information is hidden when creating, viewing or editing an order.

1) New orders can be created from the Create Order menu , from the Orders list New Order button:

2) New order page opens.


If a default pickup was assigned, the cursor will be in the Delivery Address section, contact name field.
If a default pickup is not available, the cursor will be in the Pickup section, contact name field.

Smallest rank service level and default vehicle are automatically selected.

As an admin user, the prices will be visible. As a user, the prices will be hidden.


3) Enter/modify Pickup or Delivery information:

In Contact name, type the name of the contact or from Address Line 1, enter the address. 

As you type the contact name, the list of contacts will be filtered. Select a contact by either clicking on the contact name or arrow down to the contact name and Enter to fill in the section fields.

If the contact does not exist, a Add contact info to account contacts checkbox will be displayed if you are an admin otherwise this will be Add contact info to my contacts. If this is checked, the contact will be added to the account contacts for admins and to user contact for users. 

As you type the address, the stored contact addresses matching your criteria will be displayed as well as geocoded addresses matching the entry. Select an address to fill in the section fields.

Note: If an address is not selected from the drop-down, the typed in address will be erased.

if the address cannot be geocoded, you can enter an address from the Zip/Postal code by clicking on the Enter address from Zip/Postal Code. Enter a valid Zip/Postal code (this will be used for geocoding to the center of the Zip/Postal code area) then enter the remainder of the information and click Save.

Note: Once you have entered a pickup and a delivery address, the distance between the 2 points will be indicated in the Summary section along with the price for the selected service level and car and any vehicle surcharge. There is also an indication of the minimum charge for the selected vehicle type if available in the price list.

If the pricing is by zone, you will see the zone in the pickup and delivery address section (under the note or address if no note is available for the contact).


Clicking on the i beside any field in the pricing section will give additional information (description for the service level or method of calculation for the extra fees).


4) To enter item information (qty and weight), tab from the delivery note or click Edit in Items section. A minimum of 1 item will be saved even if 0 is entered. Enter the weight and click on Continue or tab to Service Level. 

Note: If you delete the 1 in Qty and the 0 in Weight, you will not be able to create the order. You must have a numeric value in both fields to create the order.

If an extra fee has been setup for Number of Pieces and/or Total Weight, those will appear in the Pricing Items sections.


5) By changing the service level/vehicle type, the delivery price will automatically be adjusted along with the Delivery window. 

Please note the delivery sub-total includes fuel surcharges on the delivery. 

If a price is unavailable for the combination of addresses, service level and vehicle type, a Price unavailable warning will be displayed. 



6) Extra fees are added in the Pricing Items section.
The system defined and required extra fees will be automatically added in the section.

Optional extra fees, can be added by clicking . Check the extra fees to add to the order and click Save or click on X to close the window without selecting an extra fee.

Enter the quantity for the extra fee, the total will recalculate.


7) Enter order information in the Notes section.

8) The Ready at defaults to Now. This can be changed if needed. When the Ready at is changed, the Delivery window is calculated from the new Ready and the selected service level.

You can type in the date and time in the following format: YYYY-MM-DD HH:MM AM  or PM  

You can click on the date to select a different date

You can click on the time to select a different time

:


The Delivery window will then be calculated from the Ready At and the Service Level


9) Depending of the selection of the reference number or the ID verification or the COD in the Account Profile, you may or not see the Additional tab. 

If available, click or tab to the Additional Info to enter the data in reference fields, ID required and/or COD values.
Note: a * will be visible beside Additional Info is a required field should be entered before an order can be created.

Note the Additional Info fields may have a different name in your account.


10) Click or tab to Notifications. The number showing beside the Notifications tab indicate the number of notifications selected

The notifications are automatically setup from the template associated to the account. These notifications can be changed on the order.

By clicking on the , you will be able to see at a glance, which notifications were checked: 

To add or remove notifications, click on the  for each section and check/uncheck notifications by email or SMS for each of the different order status modification.

To add one or more recipient (other than the ones who are selected from the order contacts), click on and this will open a section to enter a name, email and phone number, choose the language to be used in the notification and the list of events to trigger an email or sms notification then click on Apply.




11) When all information is entered, click on  located at the bottom right of the create order window to create the order.

Once order is created, you will be returned to the Order List.



View an Order 

You can now view your orders other than in the order list. 


1) Open My Orders on left hand side menu then, in the order list, click on the order number link to open it:

2) You can navigate to the different tabs to see more information about this order:

In Additional Info, see the reference fields, ID and COD setup on the order:


In Notifications, see the list of notifications that will be sent:


If an order is delivered, this will be reflected in the Delivery section:


Edit an Order 

Only orders in Received status can be edited by the Account user or admin.  

1) Open the order (see above how to view an order).

2) Each section has its own Edit button and once edited will be saved independently.

Editing the Pickup or the Delivery

Editing the Pickup or the Delivery address may have an impact on the price. 

Clicking on Save will update the price of the order. 

Clicking on Cancel will cancel the Edit and return to the saved value.


Editing the Items section

Editing the quantity and or the weight may have an impact on the price. Enter a new qty or a new weight, click on Save to save the changes or Cancel to return to the saved values.


Editing the Summary and Pricing Items sections

Modifying the service level may have an impact on the order price as well as the delivery window.

Modifying the service level or the vehicle type may have an impact on the order price.


You can edit the Qty of the extra fees. You can also add additional extra fees. 

Clicking on Save will save the modification, recalculate the price and modify the delivery window if needed. Clicking on Cancel will return sections to their prior selections.


Editing the Notes section

You can edit the notes on the order. 

Clicking on Save will save the modification. Clicking on Cancel will return the note to its prior saved information.


Editing the Time section

You can edit the Ready At and this will recalculate the Delivery window.

Clicking on Save will save the modification. Clicking on Cancel will return the Ready at to its prior saved information.


Editing the Additional Info tab

You can make changes in the additional info tab. Clicking on Save will save the modification. Clicking on cancel will  return to the saved information.


Editing the Notifications tab

You can make changes in the Notifications tab. Clicking on Save will save the modification. Clicking on cancel will  return to the saved information.


Cancel an Order

Orders can be cancelled when in Received or Assigned status.

1) Find the order in the order list and click on the beside the order number.

2) In the menu, click on Cancel: 


Copy an Order

An order can be copied from the Order list or when viewing the order.

On the order list, click on the  beside the order number and select the copy type.

In the order details, the 2 icons and menus contains the copy types:

There are different types of copy available:

  • Create an order with the same account
    Order will use the same account and caller. If a default pickup contact is assigned to the caller, it will be used otherwise the Pickup section will be blank.
    All other fields use the defaults of the account.

  • Create a duplicate order
    This will create a copy of the original order including all sections of the orders.

  • Create a return order
    Order will use the same account and caller. The delivery will be used as the pickup and the pickup as the delivery.
    Summary section will be copied in the new order including the ready at the delivery window.
    All 3 reference fields will be copied but the Required ID, Collect on Delivery and Partial COD will use the default from the Account.
    The attributes and notifications will be copied

  • Create a continuation order
    Order will use the same account and caller. The delivery will be used as the pickup and the delivery will be blank.
    Summary section will be copied in the new order including the ready at the delivery window.
    All 3 reference fields will be copied but the Required ID, Collect on Delivery and Partial COD will use the default from the Account.
    The attributes and notifications will be copied
  • Create an order with the same pickup
    Order will use the same account and caller. The pickup will be the same as the original order and delivery will be blank.
    All other fields will use the default from the account.

  • Create an order with the same delivery
    Order will use the same account and caller. The pickup and delivery will be the same as the original order.
    All other fields will use the default from the account.