Create order

Create order books a pickup and delivery for a customer and shows the price before you save. It needs the orders:create permission (Dispatcher, Operations Manager, Admin). Open it with Create order on the Orders page or New order on a customer (the customer is then preselected). For the short how-to see Create an order.

At a glance

Saving

• Save draft checks only the customer. The draft is not dispatched and has no tracking link; its price is recalculated until it is confirmed.
• Create order checks everything and places the order as Pending (orders your team creates never wait for approval). Both buttons open the new order.
• If the customer is over its credit rule, Over the credit limit opens; Place order anyway needs the customer:write permission.
• If your plan's monthly order limit is reached, Order limit reached shows with Upgrade plan; drafts can still be saved. A warning appears from 80 % of the limit.
• Leaving with unsaved changes asks Discard unsaved changes? (Keep editing / Discard changes).
• While you type, the form keeps a copy in this browser. Coming back offers Resume or Discard.

Ask AI to fill this order

The indigo panel with the AI mark above the form. It shows when AI is on for your company (your plan includes the AI assistant and it isn't paused for the month); it never shows when you open the form from an existing order. When AI is off the page has no AI panel, marks or buttons at all.

1. Paste the message into the box and select Draft with AI (Ctrl Enter / ⌘ Enter). While it works, a status line reads "Reading the message and matching it to your customers and addresses…"; it takes a few seconds.
2. What the AI understood — review before filling the form lists what it found: Customer, From (the sender), Pickup from, Deliver to, Packages, Pickup, Delivery, Service, Reference, Priority, Proof, Pickup notes, Delivery notes. An address marked please check was matched on weaker clues (a partial street, a city). When the message says to pick up "chez nous", "our place" or "from us", Pickup from is the customer's default pickup address (or its only pickup address), shown as "assumed from “chez nous”" and marked please check.
3. Still needed lists what it couldn't match. It never invents: a sender who isn't one of your customers, or a place that isn't in that customer's address book, stays empty here (e.g. "Delivery address — “Bell Centre, 1909 av. des Canadiens-de-Montréal” isn't in TechFix Computers's address book").
4. Fill the order form writes the draft into the form below (nothing is saved). Discard drops it.
5. After filling, the panel says how many fields the AI filled and keeps Still needed in view. Each form section the AI filled (Customer, Route, What's being moved, Schedule & service, Order details) shows a Filled by AI mark next to its title until you change a field in it. Another message starts over.

What it fills: the customer and contact, a pickup from the customer's own address (the depot becomes No depot), the delivery address, contacts and instructions at each end, packages (quantity, type, weight each in kg, size, handling), the pickup day / time / latest pickup, the delivery day / earliest / deadline, the service when the message asks for one ("même jour", "rush"), the reference number, priority, signature / photo, Entry reason (email, phone or other) and an Internal notes line with the message. Relative dates ("demain", "next Tuesday", "avant midi") are read in your company's time zone.

If the AI fails while it is on (a timeout, the monthly AI budget used up), a plain message says so and the form works as usual. If AI is switched off for your company while the page is open, the panel simply disappears.

Customer

Contacts (shown when the customer has several) fills these from a saved contact. A Credit used meter shows how much of the credit limit is used (warning from 80 %). The customer's special instructions show as a callout.

Route

Two cards, Pickup and Delivery (side by side when the form is wide, one above the other on a laptop), and Swap, which exchanges a customer pickup address and the delivery address with their contacts and instructions.

Extra stops

Add stop adds a stop between the pickup and the delivery (up to 25), Add return adds one return at the end (back to the pickup by default, for example to bring back signed papers). Stops are numbered in the order the driver does them: the pickup is stop 1, the extra stops follow, then the delivery, and a return comes last (for example Stop 2 · Drop and Stop 4 · Return with one drop). Each stop has Stop type (Pickup: collect more goods here, or Drop: hand over part of the goods here), Address (or Return to), Contact (optional), Phone (optional) and Instructions (optional), plus move up / down and remove buttons. Extra stops change the price. Step by step: Book a multi-stop job; the rules: Multi-stop jobs explained.

Estimated route

Once both ends have a map location, the line shows Distance and Drive time (marked "estimated" when it is a straight-line estimate) and a map. An address with no map location is named, with a reminder to fix it on the address (pick it from the address suggestions); distance prices and routes need it.

What's being moved

One block per package line (at least 1, up to 50). Picking a package type card fills empty weight and size fields.

Use the copy and bin buttons to duplicate or remove a line; Add package adds one. The total pieces, weight and volume show under the lines.

Schedule & service

When the delivery address has receiving hours they show here, with a warning if the delivery window misses them. If the customer marks fields as required, a line lists them ("This customer requires: …"). Those fields lose "(optional)" in their label (for example Receiver instead of Receiver (optional)) and Create order stops on the first empty one with "Required for this customer". Save draft doesn't check them.

Order details

Custom fields

Shown when your company has order custom fields (Add custom fields). Required ones are marked * and can stay empty on a draft. Values the customer has locked arrive prefilled; you can still change them.

Dispatch (optional)

Skip this section to plan the order on a route later.

The price

Order preview shows the customer, route, Stops (with extra stops or a return, for example "5 · 2 extra + return"), packages and weight, Distance (the trip through every stop with its drive time, for example 12.4 km · about 25 min, the same distance the price uses; (estimated) for a straight-line estimate, No map location when an end has no pin), and the Estimated charge (How was this calculated? jumps to the breakdown). Payment summary lists Base price, Modifiers, in order, Discount and order limits, Tax and Total with tax, plus Options: optional extras of the service you can tick on or off. When inputs change, the price is marked Out of date with Recalculate. Roles without the order price permission see that the price is hidden.

Good to know

• Duplicate order on an order makes a draft copy without dates and opens it in Edit order, not here.
• Changing the customer clears both addresses.