Create an order
An order is the operational dossier of a transport assignment. Everything that belongs to it — stops, cargo, cost & revenue, documents — is recorded inside the same order. Stand-alone stops, cargo or C/R do not exist in Routix.
URL: /orders · create /orders/create
Key fields
| Field | Notes |
|---|---|
| Order number | Auto via sequence |
| Customer | Required — from Customers |
| Order type | E.g. FTL, LTL, courier — managed in master data |
| Project | Optional grouping — see Projects |
| Customer reference | Appears on confirmation and invoice |
| Branch | Drives visibility in dispatch and reports |
| Sales rep | Optional — user from Users |
Tabs on the order form
| Tab | Contents |
|---|---|
| General | Main fields, status, references |
| Stops & Cargo | Pickup and delivery addresses with cargo — see Stops and cargo |
| Cost & Revenue | Cost and revenue lines — see C/R |
| Shipments | Linked shipments |
| Documents | Generation and email history — see Documents |
| History | Audit log of changes |
Workflow
- New → fill in customer, order type, reference and description.
- Add at least one pickup and one delivery stop.
- Link cargo to the pickup stop.
- Add revenue lines (customer rate) and — when known — cost lines (charter, surcharges).
- Save as
draft. Confirm moves the order toconfirmed, making it available in Dispatch and Shipments.
Statuses
draft → confirmed → planned → in_progress → completed → invoiced (cancelled always possible)
| Status | Meaning |
|---|---|
| draft | Concept; not yet confirmed |
| confirmed | Confirmed by customer; ready for planning |
| planned | Assigned in dispatch |
| in_progress | First shipment moved to in_transit |
| completed | All shipments delivered |
| invoiced | All revenue lines are on an invoice |
Related
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