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    Add Orders Manually
    • 02 Oct 2024
    • 3 Minutes to read
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    Contents

    Add Orders Manually

    • Updated on 02 Oct 2024
    • 3 Minutes to read
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    Article summary

    Coming Soon

    The new look and feel to manually creating orders will roll out fully mid-October 2024.

    Manually add new orders to Bringg easily to begin the route planning and dispatch process.  Include key destination, inventory, and other order data to your records to ensure accurate and efficient order assignment and delivery.  Create orders with either a single destination or both a pickup and drop off location (waypoint).

    Note

    The manual create order flow does not yet support linked orders (tasks).

    You can also add orders to Bringgvia API.  Learn more.

    Before You Begin

    • Confirm you have a user of type Admin.

    • For dispatchers to add orders, enable the Create Orders permission under Privileges.

    • Verify your order details.

    Access Manual Order Creation

    Access the manual order creation form from either Planning or Dispatch > Add Order.

    Add General Order Details

    Step 1: (Required) Select the Order type that best suits the use case.

    Order Type

    Use

    Drop off (two stops)

    (Default) For delivery orders with two locations (waypoints), one where the driver picks up the order (like a warehouse or distribution hub), and the other where the customer wants it to arrive.

    Drop off (one stop)

    For delivery orders with a single location (waypoint), where the customer wants it to arrive.

    Pick up

    For orders where the item will be picked up from the customer location.

    Exchange

    For orders when one or more items are being dropped off, and another item is being picked up instead.  For example, when installing new appliances and hauling away older ones.

    The form loads additional tabs and fields based on the order type selected.

    Step 2: (Required) Assign a Team to fulfill the order by selecting from the menu.

    Note

    The user assigning the team to the order can only select from among teams to which they already belong.

    Selecting a team automatically populates the Pick up from tab with the relevant team location details by default. To change the pick up location details, adjust the Type of Location field first. See below.

    Step 3: Enter the general order details.

    Field

    Description

    Order ID

    Your external system’s ID for the order.

    Order name

    The title or brief description of the order. Maximum length of 255 characters.

    Service plan

    The name of the service plan, like basic or premium.  Learn more.

    Tag

    Defines the customer-facing notifications and styling, cancellation options, and driver actions for orders associated with this service plan.

    Skills

    An array of driver skills or vehicle capabilities required to carry out this order, such as "fridge installation". Learn more.

    Provide Location Details

    Add the applicable details associated with the pick up or drop off, depending on the order type.

    Field

    Description

    Contact name

    (Required) The name of the contact person associated with the specific location. For example, the deliver location is often the name of the customer who placed the order.

    Type of location

    (Required) Indicates the location type (kind) of the given location (waypoint).  Options include:

    • Team location (default for pick up location)

    • Customer (default for drop off location), Warehouse

    • Distribution hub

    • Store

    • Business

    • Locker

    Phone number

    The phone number of the contact associated with the specific location.

    Email

    The email address of the contact associated with the specific location.

    Address

    (Required) The address of the specific location.  For example, the team location address for a pick up, or the customer’s home for a home delivery.  Maximum length is 255 characters.

    Address line 2

    Additional address information, if needed. For example, apartment or suite number.  Maximum length is 255 characters.

    Destination ID

    ID of the record of the contact name. It can use External ID or Bringg ID .

    Time window

    Define the date and time frame in which the order must be picked up or dropped off, if needed.

    Instructions for driver

    Add any free text notes that give the driver specific instructions.  For example, provide key landmarks or indicate if the order can be left outside the door.

    Assign a Driver

    Immediately assign a driver to fulfill the order.

    Note

    A driver can also be assigned following the order creation, through the Planning and Dispatch process.


    Add Inventory Details

    Define the inventory items to be picked up or dropped off at each location.

    Field

    Description

    Item name

    A brief description of the inventory item.

    Inventory ID

    This can be either the sku or your (external) id for the inventory item.

    Scan code

    The number to be scanned on the inventory label.

    Quantity

    The amount of the inventory item ordered.

    Height/Width/Depth/Weight

    The dimensions of the single inventory item. Whether units are metric or English varies by configuration.

    Price

    The price charged for the inventory item to the customer who placed the order.

    Include Payment Information

    Add the payment details in Payments. Indicate if the payment will be made in cash.

    Complete the Order Creation

    To add more orders, select Add another order > Create. To add only the existing order, only select Create.

    View Details in Order Page

    Once you Create the order, you can return to Planning or Dispatch and search the order to view all details on the order page.

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