Step 8 · Your first test order

Open Create Order

Press Set this up, or press Create Order in the header.

1. Press Create Order in the header.
2. The switches next to the title: Forward or Reverse, and Domestic or International. International shows only for merchants who have it. The title changes with them: New order, New reverse pickup, or New return.
3. The step bar shows how many fields are left in each step. A finished step turns green, and a step with a problem (a credit limit, no package rule, COD not allowed) turns red. Click a step to jump to its first missing field.
4. The sections run down the page: Merchant & pickup, Recipient, Package, Service & schedule and Charges & COD. Customs appears for international orders.
5. The summary updates as you fill in the form: route, zone, hub, package rule, charge, credit and what the driver collects.
6. The action bar at the bottom holds Create order and Create & add another. It appears only when the order is valid.

Choose the merchant and the pickup

Pick the merchant from step 7.

1. Merchant. Search the merchant list and pick one. Only merchants covered by a package rule are listed, and suspended merchants cannot get new orders. Picking one loads their order form, payment terms, pickup locations, box types and default charge type.
2. The key facts line shows the merchant ID (a link that opens in a new tab), their payment terms, how much of the credit limit is used, whether they use their own order IDs, and which order form they have.
3. New adds a merchant on the spot. See the next step.
4. Pickup. Choose one of the merchant’s saved pickup locations. The default one is already selected. For a return, the same list chooses where the parcel goes back to.
5. Another address opens Add pickup location: a name, an address with its map pin, a city and an area. It is saved on the merchant and selected for this order.
6. Order ID (merchant’s own). Shown instead of Reference ID when the merchant uses their own order IDs: it is required and becomes the order ID, and a duplicate is caught right away. Otherwise the field is an optional Reference ID, and a repeated reference has to be confirmed.

Choose the service

Pick the service from step 4.

1. The services. A service is offered only where a package rule matches the route. For a restaurant merchant, their default service is already chosen, and you can change it.
2. Deliver by shows under the service you picked. It is counted from the booking time, using your operating days and hours.
3. After the cut-off, with Follow cut-offs strictly off, the order keeps its service and price. Deliver by starts the next working day, and the order is not counted as late.
4. Strict cut-offs. With Follow cut-offs strictly on, a service whose cut-off has passed cannot be chosen and says “(past cut-off)”.
5. Override cut-off. Appears when strict cut-offs block the service. It needs a permission, and every use is logged on the order.

Set the charges

Use a small COD amount if you want to see the money journey.

1. Delivery charge type. Credit or Cash, following the merchant’s payment terms. For a credit-only merchant Cash is disabled, for a cash-only merchant Credit is disabled, and for “Both” you choose per order.
2. Paid by (Cash only). The sender, whom the driver collects from at pickup, or the recipient, at delivery. With Credit the sender always pays, billed to the account. For a return it is the merchant at drop-off or the customer at pickup.
3. COD amount. The cash the driver collects from the recipient. 0 or empty means nothing to collect. It is separate from the delivery charge and carries no VAT.
4. Additional charge. Adds one of your configured extra charges, for example waiting time. Charges set to apply to every order are already included. A charge the recipient bears is added to the COD collected.
5. Blockers stop the order and the step turns red: going over the merchant’s credit limit, or COD where the partner courier does not support it (“Set COD to 0”).

Create the order

Press Create order.

1. Create & add another creates the order and opens a new one that keeps the merchant, pickup, charge type, payer, service, Forward or Reverse and Domestic or International, so the next order takes seconds. A message shows the new order ID.
2. Create order (or Create return). Press it, or press Ctrl+Enter. If something is missing, Ctrl+Enter highlights it.
3. The confirmation shows the order ID and the reference.
4. The order summary: status (Unassigned, Being prepared, or assigned to a partner), delivery charge and how it is charged, COD, Deliver by, zone and hub, and the cut-off override if you used it.
5. The tracking link. Press Copy to send it to the recipient.
6. Print opens the print dialog for this order: Label and AWB, and a Kitchen ticket for restaurant orders.
7. View order opens the order’s side panel in Orders.

Give the order to your driver

Open Dispatch and assign the order to the driver you created. See “Assign orders to drivers or couriers”.

Deliver it in the Rider app

The driver installs the Rider app and signs in with the email and password from step 6. The app asks for location (all the time), notifications and battery use. The driver goes on duty, picks the order up and delivers it.

Check it in the portal

Open the order in Orders. It shows Delivered, and the guide shows the finish screen.