Although the system suggests automatically scheduled orders, in some cases you may need to add an order manually, for example, if there is not enough data about a location's inventory to schedule an order or if get an order request over the phone.
Manually created orders have type Confirmed.
New orders are created on the Order form; however, it is recommended to have all three Dispatchers' forms open when working with orders. For more information, see About Dispatchers' Forms. For detailed description of the Order form, see Order Form.
How to create an Order manually
- If the Order form is not open, open it: in the Dispatchers tab, click the Order subtab.
- Select Ship To (location to which the order must be delivered) by doing one of the following:
- On the Schedule form, in the list of locations click the location to which the order must be delivered.
- On the Order form, in the Ship To box, type a full or partial location name, address,contact person,or phone number; and select the location in the list that appears. If there are many locations in the list, scroll it or continue typing in the box to narrow down the list.
The Order form is filled with data for the selected location.
- Click the Create New Order button in the lower-right corner of the Order form.
- In the dialog, select a shift in your company when the order must be delivered and click Add.
The new order appears below the time scale as a blue rectangle.
- Specify delivery time for the order. You can edit the time only within the delivery window for the order. There are two ways to do it:
- Drag the blue rectangle horizontally along the time scale.
- Enter the exact date and time in the corresponding fields to the right of the Delivered/Ordered switchers.
As you change the delivery time, the information about the location's projected inventory on the page is changing accordingly (if there is any for the location). Use this insight to determine the optimal delivery time. For more information, see Order Form.
When making the decision, you can also take the drivers' schedule and workload on the Drivers form into account. For more information, see Drivers Form.
- In the Vendor and Terminal boxes above the time scale, select the vendor and terminal from which the order must be delivered.
Instead of steps 6–8 of this procedure, you can compare vendors' prices, select the optimal vendor, and then fill in the vendor, product, and price information automatically. To do it, click Price at the bottom of the page. For more information, see Selecting Optimal Vendor for Order.
- In the Products column below the time scale, specify the exact name of the product for each product type included in the order. To do it, click in the corresponding box (or enter a full or partial product name) and select the product in the drop-down list.
- In the Price column, enter the price (in US dollars) for each product.
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In the Gallons column, specify the number of gallons to be ordered for each product. To do it, click the down arrow to the right of the box to view the list of trailer compartments. Select compartments to be filled with this product. The total number of gallons for the product is displayed in the box.
If you want to view visual representation of fuel distribution in the compartments as you specify the amount of each product, click Compartments at the bottom of the page.
- Assign the order to a driver or carrier. There are two ways to do it:
- If you already know the driver or carrier to assign the order to, specify them in the Driver/Carrier box above the time scale. For more information about this box, see Order Form.
- If you want to review the drivers' schedule first and select an optimal driver, assign a driver on the Schedule form. For more information, see Assigning Order to Available Driver.
- Click Save.
