Create an order
Record the recipient and shipment information carefully so the operational team can process the order.
Overview
Record the recipient and shipment information carefully so the operational team can process the order.
Information, statuses and handoffs
The vendor supplies the merchant context and recipient information, while the company and its assigned operational teams process the shipment. Check the customer phone, address, product quantities and amounts before sending an order into operations. A correctly entered address does not replace the organizational and route assignment shown on the shipment.
Order views include validation, transit, hub handling, roadmap or pickup work, delivery, completion and return stages. Suspended, canceled and deleted views identify different exceptions. The status history matters: two orders with similar customer information may be separate shipments at different stages. Use the barcode as the primary reference when contacting another team or asking the assistant for an exact page.
In forward bag preparation, only orders in transit or in hub are eligible. Return bags accept the supported in-hub and return stages. The order must belong to the bag’s company, match any assigned destination agency, have no current bag and be held at the bag’s preparation location. If a parcel fails these checks, inspect its current assignment instead of changing unrelated information to force it into a bag.
Steps
- Open Orders and select the create action available to your account.
- Enter the customer name, phone number and delivery address. Choose the correct state and district where requested.
- Add the product information and quantity, then check the amount and delivery information shown by the form.
- Save the order and open the resulting record to confirm the recipient, barcode and initial status.
Good to know
Correct validation errors beside the relevant fields before submitting again. Required fields and available creation options depend on your workspace. Check for an existing order before retrying after a connection interruption.
Application links
Application links require the appropriate account access. The destination is selected for your signed-in role.