Orders

An order is the central record for a freight job. Everything else — shipments, invoices, documents — links back to it.

Order statuses

Draft Pending Confirmed In Transit Delivered Cancelled

Orders move through these statuses as the job progresses. Status updates automatically when linked shipments are updated.

Creating an order

Go to Orders in the sidebar and click New Order.
Select the Customer (must exist in Contacts). Add a reference number if your customer provided one.
Fill in the Origin and Destination — type an address or pick a saved Location.
Set the Pickup Date and Delivery Date.
Add cargo details: description, weight, dimensions, number of pieces.
Set the Sell Rate — what you are charging the customer.
Click Save. The order is created with status Pending.

Key fields

Field	Description
Order #	Auto-generated reference. You can also add a customer reference number.
Customer	The contact (customer type) being billed for this job.
Origin / Destination	Pickup and delivery addresses. Can be typed or selected from saved Locations.
Pickup / Delivery Date	Scheduled dates for collection and delivery.
Commodity	Description of the goods being transported.
Weight / Pieces	Cargo weight and number of units.
Sell Rate	The amount charged to the customer for this job.
Buy Rate	The cost paid to the carrier (used for profit calculations).
Notes	Internal notes visible to your team only.
Special Instructions	Instructions passed on to the driver or carrier.

Dispatching

Once an order is confirmed, create a Shipment from it to assign a carrier or driver and begin tracking the movement. Click the Create Shipment button on the order detail page.

Generating an invoice

When the job is complete, click Create Invoice on the order. The invoice is pre-filled with the order's sell rate and customer details. See Invoices for the full billing flow.

Tip: Use the customer reference number field to match your orders to your customer's purchase orders or booking numbers — this makes reconciliation much easier.