Creating Orders

How to create and manage delivery orders

Orders are the foundation of your delivery operations. This guide covers everything you need to know about creating and managing orders in EvoDax.

Creating a New Order

  1. Navigate to Orders in the sidebar
  2. Click Create Order (top right)
  3. Fill in the order details:

Required Information

  • Customer - Select the customer placing the order
  • Delivery Address - Where the order goes (auto-fills from customer if set)
  • Scheduled Date - When the delivery should occur

Optional Information

  • Time Window - Preferred delivery time (e.g., 9 AM - 12 PM)
  • Priority - Normal, High, or Urgent
  • Order Items - Products being delivered
  • Notes - Special instructions for the driver
  1. Click Create Order

Order Types

EvoDax supports different order types:

| Type | Description | |------|-------------| | Pickup & Delivery | Standard delivery from warehouse to customer | | Multi-Stop | Multiple delivery points in one order | | Transfer | Between warehouses | | Replenishment | Scheduled stock replenishment |

Adding Order Items

If you track products:

  1. Click Add Item in the order form
  2. Search for the product
  3. Enter the quantity
  4. (Optional) Set special handling requirements

Items help with:

  • Weight/volume calculations for routing
  • Inventory deduction
  • Invoice generation

Order Actions

From the order detail page:

  • Edit - Modify order details
  • Cancel - Cancel the order
  • Duplicate - Create a similar order
  • Add to Route - Assign to a delivery route
  • Print - Generate a picking slip or label

Quick Order Creation

For repeat orders:

  1. Go to the customer profile
  2. Click Quick Order
  3. Previous order details are pre-filled
  4. Modify as needed and submit

Or use Order Templates for frequently repeated orders.

Bulk Import

For multiple orders:

  1. Go to Orders > Import
  2. Download the template CSV
  3. Fill in your orders
  4. Upload the file
  5. Review and confirm

Tips

  • Set default time windows in Settings to save time
  • Use priorities to ensure urgent orders are routed first
  • Add driver notes for special delivery instructions
  • Check order status regularly from the Orders page
Order Statuses Explained

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