Creating and managing orders

Search (number, reference, customer), filters for status, customer and pickup date range, an “unplanned only” switch and a reset. Columns: order no., customer, from → to, pickup/delivery, status (+ customs badge), price/margin, ETA (red if more than 30 min late) and AI (confidence or “review”).

1. Click the new order button.
2. General card: customer, customer reference, Incoterm, sales and purchase price, currency, ADR class, min/max temperature, requirements as chips (e.g. curtainsider, reefer, mega, tail lift, ADR), notes, internal notes.
3. Stops card: at least one pickup and one delivery (you can also add a customs stop). The address search by name/company fills street, postcode, city, country and coordinates. Add time windows, fixed appointment, contact, phone and instructions.
4. Shipments card: description, quantity, packaging (e.g. EUR pallet), weight, loading metres, volume, dimensions, HS code, goods value, origin, stackable.
5. On the right, the live price shows the price from the rate; apply it with one click. Saving creates the order as a draft (source: manual).

The header shows number, status, source (email, phone, portal, API, EDI, manual, freight exchange, import), customer, customer reference, confidence, sales/purchase prices with margin (red = negative, yellow < 8 %; click to edit) and ETA. Buttons: move to next status, dispatch, subcontract, edit and the “…” menu (set ETA, freight exchange, status change).

• Overview: stops as a timeline, shipments, assignments, map, details, notes, raw AI extraction.
• Documents: upload (max. 25 MB, with type), generate (with language), download/delete.
• Communication: the order’s conversations; start a new one as email or internal note.
• Customs, Billing (create invoice, carrier credit note, sales/purchase/margin), History (all events), AI (choose an agent → start, proposals for this order).

Cancellation is possible from any status that is not completed. Cancelled and on hold ask for a reason.

1. Click subcontract.
2. Choose the carrier and purchase price; sending the transport order is switched on by default. Optionally add terms.
3. Send the request – the carrier receives the transport order as a PDF.
4. Once the carrier agrees, confirm it in the assignments card. The order becomes dispatched and the purchase price is applied.

Via “…” → freight exchange: enter a radius in km and search for capacity (offers with carrier, vehicle, available from, price) or publish the freight.