How to Add a New "Courier" Type Order?


In the table, all transports are displayed, divided into sections containing orders of a particular type.

To add a new "Courier" type order, follow these steps:


  1. Click the "+Courier" button.
  2. This will open a form for creating a courier order.
  3. Complete the courier order creation form:
    1. Identification number (mandatory field) – text field.
    2. Reference number – text field.
    3. Get courier quotes – a dropdown field. Choose whether the system should retrieve quotations from courier services for further transport processing.
  4. Loading and unloading section:
    1. Address fields – start typing the company name to display related supplier/recipient companies. Then, left-click on the company name to add it to the stage.
    2. Adding a new address – to add a new address not on the list, click the (+) button and fill in the address details:
      1. Recipient – text field.
      2. Street – text field.
      3. Postal code – text field.
      4. City – text field.
      5. Country – dropdown field. Select the country code from the loading/unloading country list.
    3. Contact person (mandatory field) – text field. Enter the contact person's details in the order.
    4. Email address (mandatory field) – text field.
    5. Phone number (mandatory field) – numeric field with a connected dropdown field. Choose the area code from the dropdown list and enter the destination phone number.
    6. Loading/unloading time range – specify the time range for loading/unloading. Note that some courier services require a precise hourly range, so please provide hourly values in addition to the date.
  5. Couriers:
  6. Currency (mandatory field) – dropdown field. Select the currency in which the goods' declared value is specified.
  7. Incoterms (mandatory field) – dropdown field. Choose the appropriate incoterms conditions from the dropdown list.
  8. Invoice for goods – This section is mandatory for DHL courier orders outside the EU to comply with PLT (Paperless Trade) requirements.
  9. Invoice number – text field.
  10. Invoice date – calendar field.
  11. Attached invoice – a place to attach a PDF scan of the invoice.
  12. Packages (mandatory section):
    1. +Add:
      1. Package length [cm] – text field.
      2. Package width [cm] – text field.
      3. Package height [cm] – text field.
      4. Package weight [kg] – text field.
      5. Number of packages – text field.
      6. Packaging type – dropdown field.
      7. Package contents – text field.
      8. Value of goods (per piece) – text field.
      9. Click the "OK" button to save the packaging.
  13. Notes:
  14. To save the courier order after completing all the data, click the "Save and Close" button.
  15. The order has been created.