Enter the details of an order into the Onward system using our order entry tool.
Pick Up / Return Information:
On the import page, select Add Order. Here you'll be prompted to enter the information for the load up or return location.
- To select locations from the drop down, save location information on the Home page
- If locations aren't available in the drop down, select Enter New Address to add address information. Note that addresses will auto-populate based on Google Maps, so City, State, and Zip won't be editable.
- If the product will need to be shipped or returned to the carrier's warehouse, toggle on "Carrier's warehouse will receive claimed inbound and return orders"; this will indicate to the carrier upon being awarded the order that they'll be managing crossdocking of the order.
Delivery Information:
Click + Order to add a delivery. This will prompt you to provide the following required fields, all others are optional:
- Consignee name and contact information
- Does the pick up need to be scheduled? [if the warehouse requires dock appointments, select yes!]
- Scheduling information:
- If you're not sure when your customers can be available for delivery, leave the "Reach out to customers" toggle on; this will send them a text asking for their preferred days
- If they have already told you which days they can and cannot be available, turn that toggle off and enter their preferred and other available dates. Avoid guaranteeing a specific date to customers, as our carriers are matched with orders based on upcoming routes the align with the customer availability. The more availability they have, the better chance there is to match this with a route ASAP!
- Delivery address. Note that addresses will auto-populate based on Google Maps, so City, State, and Zip won't be editable.
- Purchase Order Number
- Item type and associated level of assembly
- Description
- Dimensions or Cubic Feet, and Weight
- Delivery location (residence/business) and delivery type (drop off, white glove, etc)
- Any haulaways or disposals
- Free form notes
- If you are waiting for the product to arrive, or the carrier will be receiving the product into their warehouse, track the warehouse status. The carrier can update when the product has been received, or you can update to indicate it's arrived and is ready for pickup.
Submit:
For orders being sent to the Onward marketplace, click Send to Marketplace to review pricing and finalize. Depending on your contract and partner providers, you'll be presented pricing and providers to select from. In some cases, this may just be Onward, which indicates we'll manage the order. In other cases, it may be partner carriers you've added or other local networks. Not sure what you should be seeing here, or want to add to your options? Shoot us a message at sales@onwarddelivery.com.
For orders being added to your internal orders, click Send to Internal. If you aren't sure which category you fall in, we can help clarify and ensure you have the tools you need, just message us at sales@onwarddelivery.com