Frakt24 - FleetX Academy
Dispatcher · Level 2 · Everyday efficiency

Recurring orders

Learn to create a template for regular trips, and to create the orders from the template on the right days.

New 12 min Gjentakende ordrer · module 14
1

Goals and why

What you will learn

  • turn an ordinary order into a template for a regular trip
  • set the schedule: which days, months and periods the template applies
  • create the orders for a date with Generate
  • find out why a trip is missing or came twice

Many customers have regular trips, for example the same pickup every Tuesday and Friday. A recurring order is a template for trips like these. You enter customer, addresses, goods and price once. Then the system creates ordinary orders according to the schedule.

The orders are not created by themselves. You have to generate them for a date in the Recurring orders register. They then land in All unassigned orders, or with the driver set on the template. If you forget to generate, the trip is not planned. A template that is parked or has an empty schedule doesn't create any orders either.

2

Key terms

The templateThe order marked "Recurring". It is the recipe for the orders that are created. The template itself is never driven or invoiced.
Recurring Order SettingsThe schedule on the template: rule, months, weekdays, period, pause and times.
Recurring ordersThe register under Orders with all templates, their status and the Generate button.
GenerateCreates the orders for one date from every template whose schedule matches the date.
Recurring orders logThe report showing which orders were created from which template, when and by whom.
3

Show me

The images show three steps: turn an order into a template, set the schedule and create the orders from the register. Last you see the log. 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

The customer has a regular pickup every Tuesday and Friday. It is Thursday, and Friday's order is not in All unassigned orders. The template is Active. 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 level 2 badge in Dispatcher: 0 of 8 complete.
1. You click Recurring on an existing order and confirm. What happens to the order?

2. You generate for Monday, but one customer got no order. The template's status is Parked. Why?

3. The customer gets a new price from next month. You change the price line on the template. What happens to the orders already generated?

4. The agreement for the regular trip ends on 31 December. What do you do?

5. You turned a normal order into a template with Recurring and generated for next Tuesday. No order was created. What is the most likely reason?

6. The customer is on holiday for one week in July, but the regular trip should continue afterwards. What do you do on the template?

7. You have set a special price by hand on one customer's template. Then a colleague clicks Update prices in the register. What happens to the special price?

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Trainer notesOnly shown when trainer mode is on
  • Common support case: "the regular orders didn't come". Check that someone clicked Generate for the date, that the template is Active, that the month and weekday are ticked, and that the right department is selected. Generate only creates orders for the department the user is in.
  • Recurring on an existing order gives a template with an empty schedule (start and end today, no weekdays). The customer must fill in Recurring Order Settings afterwards, or nothing is created.
  • The help article says generated orders are linked to the template as "parent". In the code the link only exists in the Recurring orders log, not on the order.