In this article, you will learn how to create an order on your Onfleet dashboard.
This article will cover:
Create Orders
To create an order, select the "+" symbol in the upper-right corner of the dashboard. This will open up the order modal.
In the order modal, you can enter the pick-up and drop-off delivery details. On the right side, you will also see a map view that provides you with a pin with a visual representation of the pickup and drop-off points.
You can adjust the pin on the map; this is useful for regions where address data is unreliable, inconsistent, or incomplete.
Create an Order with a Round Trip
A round-trip order consists of two linked orders. For example:
- The initial delivery (e.g., A → B)
- The return delivery (e.g., B → A)
To create a round-trip order on the dashboard, select the “+” icon in the upper-right corner of the dashboard.
Once the “Create Order” screen is open, you can enter the order details for the initial delivery ( A → B), then check the “Round Trip Order” option.
Then you can select “Place order and create return”.
Once the first leg is placed, the order form will prefill the return order:
- Pickup and drop-off locations are flipped.
- Contact details are reversed.
- The “Ready By” time defaults to the first leg’s “Due By” time.
- Choose a service (if applicable)
Then you can select “Place Return Order” to complete the round trip.
Once completed, you will be able to view both orders on your dashboard with their linked IDs. For example:
- Outbound order (e.g., abc123)
- Inbound order (e.g., abc123-r)
If you have already created an order and would like to add a round trip to it, select the order ID from your dashboard.
Creating Orders with Services
If your courier has services configured for your account, follow these steps. To learn more about service availability, please refer to this article.
Entering Order Details:
- You must enter the following information to view service quotes:
- Pickup Address: The location where the order will be picked up.
- Dropoff Address: The destination where the order will be delivered.
- Ready-By Time: The time when the order will be ready for pickup.
- Pieces and Weight: The number of items and the total weight of the order.
Once these details are entered, the system will display delivery options (services) that match your criteria. Each service will include an estimated delivery cost based on your courier’s rates.
Rejected Orders
If you assign an order to your Courier that they are unable to fulfill, they will be able to reject the order.
Your courier must enter a rejection reason, and you will be able to view the order as "Rejected" on your dashboard under "Status".
To view the rejection reason and edit the task, select the order ID on your dashboard to open the task window.
To resubmit a rejected order, select "Clone Order", make the necessary changes, and then select "Save and Resubmit".