Learn how to create and book orders in Rose Rocket.
Table of Contents
Video Overview
Follow along to step-by-step instructions:
1. Go to the Orders module.
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2. Click on the 'New Order' button.
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3. Search and select your customer.
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4. Click the 'Create Order' button.
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5. Order details: Scroll down to the Details section.
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6. Order details: Fill in the Shipper and Consignee details.
Shipper details are automatically populated using the customer information but can be updated here.
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7. Order details: Fill in the Consignee details by searching the company name.
Rose Rocket's Google search integration will show you a list of companies matching the company name. Choose the one you want from the list.
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8. Select the company from the list.
Rose Rocket will automatically add the address details into Rose Rocket for you.
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9. Scroll down to the Ready Time section.
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10. Ready date: Choose the ready date for the order using the calendar.
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11. Delivery date: Choose the delivery date for the order using the calendar.
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12. Special Instructions: Add any special instructions for the order.
Special instructions will be added to the Bill of Lading document.
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13. Accessorials: Use the '+' button to add accessorials for the order.
Accessorials are extra services on an order that you charge for beyond freight. Examples include inside delivery, lumper fee, and much more.
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14. Commodities: Add the description, quantity, type, and weight of the order commodities.
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15. Click the 'Submit Order' button.
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16. Quoting: Click on the 'Add Spot Quote' button.
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17. Quoting: Add what you're charging your customer.
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18. Quoting: Click on the 'Publish Quote' button.
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19. Quoting: Once the rate is confirmed, click the 'Select' button to add it to the order.
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20. When a rate is confirmed, the order will update to Booked status.
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21. When the order is booked, you can view the BOL in the Documents section of the order.
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