New order screen

When you can place orders, the portal opens on New order: one page to say where it's going, what you send and how fast, see the price and place it. New order in the top bar (the round + on a phone) brings you back here. Otherwise it opens on Overview, which also has your counts, orders on the way and invoices.

At a glance

The top bar and the menus

On other pages a New order button sits on the right of the top bar (on a wide screen just a round +, because the menu already says New order); here it is hidden because the page is the order. Clicking New order while you are already here doesn't start over: it takes you to Deliver to. On a narrow screen the menu folds behind the menu button.

On a phone, the bottom bar has Overview (or Home), Orders, a round + (this screen), Invoices (or Addresses) and your account menu. The place bar sits just above it.

Which company you are signed in to

The right of the top bar always names the company account you are working in, so you know whose orders and invoices you see. On a computer or tablet it shows the company name with your own name under it, next to your initials (for example Maple Threads Apparel, with your name under it). On a phone it shows the company name next to a building icon. A long name is cut short; point at it to see it in full, or open your account menu.

The account menu

Click your initials or the names next to them (on a phone, the initials in the bottom bar). It shows your name, your company and your email, then Switch company (only when your email also signs in to another company account at this courier), My profile, Change password, Saved cards & auto-pay (if you can pay invoices and see every order of the company), Address book (if you can manage addresses or place orders), Colleagues (if you can view contacts) and Developers (primary contact only); under Help, Step-by-step guides and Help and requests; then the theme switch and Sign out. On a wide screen it is a small menu under your initials, and Address book and Colleagues are left out because they are in the top bar already.

Switch company signs you out and opens the sign-in page with your email filled in. Enter your password, then pick the other company under Choose an account.

Above the order

• Draft to King St W, Toronto · Continue · Discard: your last unfinished order. Continue opens it; Discard asks Discard this draft? (Discard draft deletes it, Keep it goes back).
• On the way 3 · next OR-2043 to Fraser Auto Body by 2:40 PM: only when you can view orders and something is moving. See all opens Orders on In progress; the arrow shows the first three orders.
• When your courier updated its terms, one line says We updated our terms. Review opens them with I accept and Later.

Title line

Pickup and delivery

Same as last time, a recent order and a … again shortcut copy the packages, service and options but keep your pickup and Ready for pickup. Your reference, external order ID, appointment reference and the amount to collect are cleared, so you fill them in fresh.

What are you sending?

Add another package adds a row. On the edit page packages are locked.

Required by your courier

Titled Required by and your courier's name. It shows only when your account must fill in an empty field (for example Your reference, a PO number or a receiver's phone). Choices your account fixes show as chips such as Signature required · set by your account.

When and how fast

Add details (optional)

Click to open: Your reference (on the order and invoice), External order ID, Notes for your courier, Priority, Receiver must sign, Driver takes a photo as proof, Rush delivery, Return service, Collect cash on delivery (COD) with Amount to collect, your courier's own fields and For location / department when your company has locations. Your courier decides which you see; a required one is in the Required by group instead.

Your order and Place order

The panel lists the route in driving order (From, each stop, To, and Then back to for a return), then Packages, Pickup, Service, Distance, Delivered by, Proof and Cash on delivery; click a stop to jump there.

Distance is the driving distance and time of the whole trip, through every stop, in your courier's units, for example 12.4 km · about 25 min. It shows as soon as the pickup and the destination are known (you don't need to pick a service first) and is the distance your price is worked out with. (estimated) after the distance means it is a straight-line estimate because no road route was available. Add both addresses means an end is missing; Can't work it out: an address has no map location means an address needs a pin (see Fix this address below).

Place order · $47.66 (Ctrl Enter or ⌘ Enter) places it. While something is missing the line under it says To place it, add …; each item is a link to its field. Under the button: The price is locked when you place the order., when you can cancel online (for example Cancel online until the driver reaches the pickup.) and where status updates go, with Change.

On a phone, the bar shows the total, the distance and Place order. Each section is a card that opens and closes from its title; Done closes it and moves to the next.

If the connection drops while you place, the page says it can't tell yet if the order went through; Retry never places it twice and opens the order when it was placed. A draft link to an order that was placed since shows Order … is already placed with View order and Start a new order.

After placing, the order page opens with Order … is placed. If you can't view orders, the confirmation shows here instead, with the tracking link, Pay now when the service is paid by card, and Place another order.

Leaving the page

Save draft and exit saves the order and opens Orders on Drafts (without View orders, it stays here with a fresh order). Discard asks Discard this order? (Discard order or Keep editing). Leaving with unsaved changes asks first. A new order is saved as a draft once it has a destination and a description. A flagged value (a PO number in the wrong format, a weight over the limit) doesn't stop the draft saving; fix it before you place the order.

Good to know

• / goes to Deliver to, ? shows the shortcuts, Esc closes a list. Single-key shortcuts in the shortcuts window turns / and ? off.
• New orders are paused means your account is on hold; Your account can't place orders means you need the Place orders permission.
• When your courier views the portal as you, the draft line reads Not saved while you view as this contact.
• Times follow your courier's time zone; money and dates its regional settings, for example $1,441.00.

Related

Place an order · Edit order screen · Overview