Frakt24 - FleetX Academy
Dispatcher · Level 1 · Getting started

Create a new order

Learn to enter a new order in the order form, step by step from customer to product.

New 15 min
1

Goals and why

What you will learn

  • open the order form from any page
  • fill in the five steps: customer, tasks, goods, time and product
  • check that the addresses have been found on the map
  • where the order ends up when you save it

How to get there

  1. Click the plus sign at the top right. The order form opens.
  2. You can also click Orders in the top menu and choose New.
  3. The shortcut is Alt+N (Mac: Ctrl+Option+N).

The order form is where you enter a new job for a customer. The order is the basis for everything that happens later. The addresses drive the map and the route. The goods lines show how much space the order needs in the vehicle. The product creates the price lines that end up as the invoice.

The more precisely you fill it in, the less someone has to fix later.

2

Key terms

Pickup afterThe «Pickup after» field: the earliest time the goods can be picked up.
Deliver beforeThe «Deliver before» field: the deadline for when the goods must be delivered. You plan and sort the orders by these two times.
Goods lineA line with the goods: quantity, type, weight and volume. It gives the right space in the vehicle and the right price.
Price lineA line with a price on the order. It comes from the product and the customer's price agreement, and becomes the basis for the invoice.
3

Show me

The order form has five steps. Click a step to see what you fill in there.

New order (Alt+N)

Start typing the customer name, and the system suggests matches from the customer register. Contact person, addresses and price agreements come along.

Customer
Byggmester AS
Contact Person
Lise Berg
Project
Kjeller boligfelt

Customer not found? “Add another” fetches the company details from the Brønnøysund Register Centre.

Choose the order type (Transport is the usual one) and enter the pickup and delivery address. Previously used addresses fill in with one click, and the house icon inserts the customer’s own address.

Pickup
Lager Alnabru, Oslo
Delivery
Kjellerveien 12, Kjeller

Green pin: valid position. Red pin: the address needs geocoding. Add more stops with “New address”.

Register the goods as lines with count, type, weight and volume. Then the system can work out vehicle capacity and calculate the right price.

Count
2
Type
Kolli
Weight
140 kg
Volume
0,8 m³

Pickup after is the earliest pickup time, and Deliver before is the deadline. These are the times you plan and sort by on the dispatcher screen.

Pickup after
08:00
Deliver before
12:00

Choose the product that fits the job. If the customer has a price agreement, the right price is fetched automatically. The price lines become the invoice basis when the order is done.

Product
Distribusjon Oslo-sone
Assign To (optional)
None, the order waits on the dispatcher screen

Click “Add Order” to save.

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

Practise in the test environment if you have one. If not, create a test order on your own company and cancel it afterwards.

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 level 1 badge in Dispatcher: 0 of 8 complete.
1. What order are the steps in the order form in?

2. The map pin next to an address turns red. What does that mean?

3. You save the order without choosing a driver. Where does it end up?

4. What is the difference between service type and vehicle type?

5. The customer is sending 6 pallets, but you skip the goods lines in Description. What is the result?

6. You need to create an order, but the customer doesn't exist in the system. What do you do?

7. Why is it important to choose the right product in the last step?

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

Trainer notesOnly shown when trainer mode is on
  • New customer from the order form: "Add new" fetches company details from the Brønnøysund Register. Nice to show in a demo.
  • Projects are chosen in the Customer step after the customer is selected. Important for customers who invoice per project.