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How to create orders

Learn how to create and book orders in Rose Rocket.

Table of Contents

Video Overview

Step-by-step instructions


Video Overview

 

HubSpot Video

 

Follow along to step-by-step instructions: 

1. Go to the Orders module.

Go to the Orders module.

2. Click on the 'New Order' button.

Click on the 'New Order' button.

3. Search and select your customer.

Search and select your customer.

4. Click the 'Create Order' button.

Click the 'Create Order' button.

5. Order details: Scroll down to the Details section.

Order details: Scroll down to the Details section.

6. Order details: Fill in the Shipper and Consignee details.

Shipper details are automatically populated using the customer information but can be updated here.

Order details: Fill in the Shipper and Consignee details.

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.

Order details: Fill in the Consignee details by searching the company name.

8. Select the company from the list.

Rose Rocket will automatically add the address details into Rose Rocket for you.

Select the company from the list.

9. Scroll down to the Ready Time section.

Ready date: Scroll down to the Ready Time section.

10. Ready date: Choose the ready date for the order using the calendar.

Ready date: Choose the ready date for the order by selecting the calendar.

11. Delivery date: Choose the delivery date for the order using the calendar.

Delivery date: Choose the delivery date for the order by selecting the calendar.

12. Special Instructions: Add any special instructions for the order.

Special instructions will be added to the Bill of Lading document.

Special Instructions: Add any special instructions for the order.

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.

Accessorials: Use the '+' button to add accessorials for the order.

14. Commodities: Add the description, quantity, type, and weight of the order commodities.

Commodities: Add the description, quantity, type, and weight of the order commodities.

15. Click the 'Submit Order' button.

Click the 'Submit Order' button.

16. Quoting: Click on the 'Add Spot Quote' button.

Quoting: Click on the 'Add Spot Quote' button.

17. Quoting: Add what you're charging your customer.

Quoting: Add what you're charging your customer.

18. Quoting: Click on the 'Publish Quote' button.

Quoting: Click on the 'Publish Quote' button.

19. Quoting: Once the rate is confirmed, click the 'Select' button to add it to the order.

Quoting: Once the rate is confirmed, click the 'Select' button to add it to the order.

20. When a rate is confirmed, the order will update to Booked status.

When a rate is confirmed, the order will update to Booked status.

21. When the order is booked, you can view the BOL in the Documents section of the order.

When the order is booked, you can view the BOL in the Documents section of the order.