Domestic

Domestic Export – New Work Order

Create a domestic export trucking work order.

Domestic Export Work Order opens from New Work Order on the Work Order List. It has 5 steps: Customer, Order Details, Pickup / Delivery, Trucker and Remarks.

Open in Info-X

The screen

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What each number means

  1. 1
    Domestic Export Work Order

    Form title — create a new work order.

  2. 2
    Back

    Leave the form.

  3. 3
    Print

    Print the work order.

  4. 4
    Submit Order

    Create the work order. * fields required.

  5. 5
    5-step bar

    Customer, Order Details, Pickup/Delivery, Trucker, Remarks — a green tick means the step is complete.

  6. 6
    Bill-To Customer

    Who pays for the move.

  7. 7
    Bill-To Customer *

    Pick the customer.

  8. 8
    Customer Ref #

    The customer's own reference.

  9. 9
    File Type

    Type of file, e.g. TRUCK.

  10. 10
    Order Details

    Order settings.

  11. 11
    Work Order Ref

    Number created automatically on save.

  12. 12
    File Manager *

    Staff member managing the order.

  13. 13
    Order Date *

    Date the order is made.

  14. 14
    Delivery Date

    Planned delivery date.

  15. 15
    Rate (USD)

    Price for the move.

  16. 16
    Mark as Draft

    Yes to keep it as a draft.

  17. 17
    Pickup & Delivery

    Both ends of the move.

  18. 18
    Pickup City

    Where the truck collects.

  19. 19
    Pickup Contact

    Person at pickup.

  20. 20
    Ready Date / Time

    When the cargo is ready.

  21. 21
    Delivery City

    Where it goes.

  22. 22
    Delivery Contact

    Person at delivery.

  23. 23
    Delivery Date

    Delivery date.

  24. 24
    Trucker & Equipment

    Who moves it and with what.

  25. 25
    Trucker *

    Trucking company.

  26. 26
    Truck Type

    FTL (full truck) or LTL (shared).

  27. 27
    Equipment

    Trailer type, e.g. 53'.

  28. 28
    Commodity

    What is being moved.

  29. 29
    Weight (lbs)

    Total weight.

  30. 30
    Pieces

    Number of pieces.

  31. 31
    Remarks & Notes

    Notes.

  32. 32
    Customer Remarks

    Notes for the customer.

  33. 33
    Dispatcher Notes

    Notes for the dispatcher.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Bill-To Customer

Who pays for the move, their reference and the file type.

2

Order Details

File manager, order and delivery dates, rate and draft flag.

3

Pickup & Delivery

Cities, contacts and dates at both ends.

4

Trucker & Equipment

Trucker, truck type, equipment, commodity, weight and pieces.

5

Remarks & Notes

Customer remarks and dispatcher notes.

How to use it

  1. 1On Domestic → Export → Work Order List click New Work Order — the form opens in a new tab.
  2. 2Pick the Bill-To Customer and check File Manager and Order Date.
  3. 3Enter the pickup and delivery cities, contacts and dates.
  4. 4Choose the Trucker, truck type and equipment; add weight and pieces.
  5. 5Add remarks, then click Submit Order.

Tips

  • Fields marked * must be filled before Submit Order will accept the order.
  • Set Mark as Draft to Yes to save an order that isn't ready to send yet.