Entering a New Order

Entering a new order involves entering information about the pickup and delivery addresses and about the details of the order.

Charles @ Foxy

Last Update hace 4 meses


After you have entered all the order information, you can send the order to us immediately, or you can view an order summary screen before sending the order, by selecting the continue button.


The order summary displays the details of the order, a price breakdown for the order, and can include order messages about date changes, additional charges, and other details that affect the status of the order.


NOTE: If there is an issue with the details of an order (for example, if it is already past the cutoff time for the selected service), then the order summary screen automatically appears displaying warnings about potential date changes and additional charges when you try to submit the order.

How To Enter a New Order:

In the following procedure, it is assumed that complete address information has already been recorded in the company's Address Book.

  1. Log in to your client account at: https://orders.foxydelivery.com

  2. Click the New Order tab.
  3. If the desired Pick Up or Deliver To address information is automatically entered in the appropriate fields by default, maintain the default address.

    NOTE: If no default address is loaded, or if the default address is automatically entered as the wrong address, or if you do not want to use the default address, then you must select both the Pick Up and Deliver To addresses.

  4. Include the address that you want to enter in the address drop list by clicking the appropriate address filter button above the address list.
  5. Click the address drop list and select the desired address.
  6. Enter the address information in the desired location by clicking the Enter as Pick Up Address or Enter as Deliver To Address button. 
  7. When you click one of the buttons, all information recorded for the address is automatically entered in the selected address fields.

    TIP: You can also enter an address using its defined alias.
    For information about using address aliases refer to New Order Tools.

  8. If the address has more than one contact person and you want to choose a contact other than the default:

    a.) Click the Select Contact button. When you click Select Contact, the Choose Address Contact dialog box opens.

    b.) Click the Select button for the desired contact. When you click Select, the dialog box closes, and the name and phone number of the selected contact are automatically entered in the Name and Phone fields.
  9. If you are entering both the Pick Up address and the Deliver To address, repeat Steps 4 - 7 for the remaining address.
If you view a summary before entering the order, a message may appear indicating that the pick up or delivery date has been changed, or indicating that you must select a different pick up date.

Order Information

Pick Up

By default, the current date is entered as the Pick Up date when you open the New Order tab. To enter a different pick up date:

  1. Click the leftmost Pick Up drop list and select the date on which you want the order picked up.
  2. Click the center Pick Up drop list and select the month in which you want the order picked up.
  3. Click the rightmost Pick Up drop list and select year in which you want the order picked up.

NOTE: For scheduled runs, if the selected Pick Up date or resulting delivery date falls on a holiday or on a Saturday or Sunday, the pick up and delivery dates may be altered when you enter the order.

Service

The default service defined in your company's profile is automatically selected when you open the New Order tab.


To select a different service, click the Service drop list and select the desired service:

  • Rush - Standard Delivery Service
  • Direct - No stops in between pickup & delivery address (+$10.00)
  • Dock-Hi - Large truck for deliveries that are larger than 2 standard sized skids, or weight amount exceeds 1800lbs.

Ready Time

By default, the current time is entered in the Ready Time fields when you open the New Order tab.


To select a different Ready Time, click the hour and/or minute drop lists and select the desired hour and/or minute values. 

Vehicle

When you open the New Order tab, either the default vehicle defined in your company's profile or your courier company's default vehicle type is selected in the Vehicle field.


To select a different vehicle for the order, click the Vehicle drop list and select the desired vehicle type.

  • Car - Handheld deliveries that can fit in an average sized 4-door sedan.
  • Cargo Van - 4ft x 4ft Door Clearance, 8-9ft in length with weight limit up to 1800 lbs. (Holds 2 Standard-Size Skids)
  • Dock-Hi -  91in x 94in Door Clearance, 26ft in length, holds up to 12 standard sized skids with a weight limit between 8,380 - 16,000lbs depending on truck.
  • Sprinter - 6ft x 5ft Door Clearance, 9ft 8 inches in length with a weight limit up to 2,000lbs.

Reference

If desired, enter a reference or PO number for the order in the Reference field.


NOTE: If Reference is defined as a required field in your company profile, the field name appears in red, indicating that you must enter a reference number to complete the order. 

Weight

Enter the estimated weight of the order in the Weight field using Pounds (lbs)

COD

If you want our delivery driver to pick up cash or a check at the pickup or delivery address, enter the amount that you want picked up by our driver in the COD field.

Insurance & Declared Value (optional)

If you want to insure the order, click the Insurance drop list and select YES.


Enter the value of the contents of the order in the Declared Value field.

Department

Select the department involved at the Pick Up address using the Department drop list.


The Department list includes all departments defined for the selected Pick Up address in your company profile.


NOTE: If Department is defined as a required field in your company profile, the field name appears in red, indicating that you must select a department to complete the order. 

Comments

If you want to add any comments to the order that can be viewed by the courier, enter them in the Comments field.

Packages (required)

In the Packages box, click in the field for each package type involved in the order and enter the number of units included.


The Packages box includes all standard package types offered by Foxy Delivery Service, Inc.

Order Summary

If you want to view a summary for the order, click Continue.


NOTE: For more information about order summaries refer to Viewing Order Summaries.


If you want to enter the order immediately, click Quick Order. If the details of the order do not generate any order messages, the order is sent to the courier company, and a waybill screen appears.


The waybill displays detailed information about the order, and includes an order tracking number that you can use to track the order's status on the Web Component's Order Tracking tab.


NOTE: If there is an issue with the details of the order (for example, if it is already past the cutoff time for the selected service), then the order summary screen automatically appears displaying warnings about potential date changes and additional charges when you click Quick Order.


For a description of the information that can appear in a summary screen refer to Viewing Order Summaries.


If you want to enter another order, click the New Order link.


If you want to track the order that you have entered, click the Order Tracking link. For information about tracking orders refer to Tracking Current Orders.


NOTE: When necessary, you can edit an order after you enter it if its status is Open.


For information about editing orders refer to Viewing, Editing, and Cancelling Orders

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