An Order needs to be marked as Open before it can be added to a Load.
There are several pieces of information that need to be input into a new Order before the system will mark the Order as Open.
In order for all Orders to be marked as Open, they need to have at least the following filled out:
- Order Information – Branch
- Order Information – Agent
- Order Information – Load Type
- Order Information – Customer
- Rate Information (needs at least one rate added, either here or in the individual stops)
- Miscellaneous Information – Commodity Type*
- Stop Information (at least one Pick and one Drop needs to be added)
Hints and Tips:
- Most of the required pieces of information are easy to find as they are marked with an asterisk (*). Some pieces however, are not as apparent due to the lack of colored designation, such as the Stop Information and the Rate Information.
- If an Order has the designation of either Produce, Temp Controlled Produce or Temp Controlled Chilled then the Order will also require a Min Temp and Max Temp in the Miscellaneous Information block. (This is due to FSMA requirements needing any temperature controlled commodities to have temperatures listed on the contracts.)