Frakt24 - FleetX Academy
Administrator · Level 2 · Everyday efficiency

Edit an order

Learn to use the screen where you follow up and change one order after it has been created.

New 12 min
1

Goals and why

What you will learn

  • open the order screen and find your way around its parts
  • what the difference between Parked and Ready is
  • read the price lines and set «Ready to invoice» once the price is checked
  • find printouts, files and the log in the toolbar

How to get there

  1. Click Dispatch in the top menu.
  2. Double-click an order in the order list. The order screen opens.
  3. If the order is open in the side panel, you can also click the pencil.

The order screen shows everything about one order. Here you follow up and change the order after it has been created. You see who drives, the stops, the goods, and what the order costs and earns.

What you change here carries on to the driver, to the invoice and to the resource settlement, meaning what the resource gets paid. So get to know the screen well before you correct anything.

2

Key terms

Parked / ReadyA parked order is still being prepared. It cannot be sent to a driver, and it is not included in invoicing. «Ready» means the order can be sent and driven.
SummaryThe figures at the top of the screen: revenue, VAT, total, amount to resource and goods quantity.
Price lineOne line in the prices. The left side is what the customer pays. The RES. columns (RES. stands for resource) are what the resource gets.
Ready to invoiceThe switch that says the price has been checked. Once all stops are completed, the order is included in the next invoicing.
ToolbarThe row of buttons at the top, with everything around the order: assets, deviations, files, printing, copy and log.
3

Show me

Above you see close-ups of the parts you use most: the price lines and the toolbar. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

You have checked the price on a driven order, and it should go into the next invoicing. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the badge in 2 roles:
  • Level 2 in Administrator 0 of 9 completed
  • Level 1 in Dispatcher 0 of 8 completed
1. An order is shown as parked. What does that mean?

2. What do the RES. columns in the price lines show?

3. The customer needs a waybill for the shipment. Where do you find it?

4. How do you open the order screen from the dispatch screen?

5. A colleague asks who changed the delivery time on the order yesterday. Where do you find that?

6. You delete a price line on an order that has been driven. What can that affect?

7. An order has been driven, and the customer wants exactly the same transport once more next week. What is quickest?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • Administrators need this screen to understand where the fields come from: service type, vehicle type and prices are controlled by the registers and the price setup.
  • Common support case: "the order wasn't on the invoice". Check Ready to invoice and that the price is set.