How To Create A New Order

This section summarizes the process of creating a new order.

This article walks you through the steps to create a new order in the system, from selecting a customer to finalizing the payment. Keep in mind that some of the fields and options you see may vary depending on the type of product you’re setting up for the order (e.g., pumping, volumetric, aggregates). We’ll highlight where these differences apply as you move through the process.

Use the list below to navigate to specific sections:

Order Details
Select Product & Quantities
Set Delivery Details
Set Additional Info
Select Date & Time
Select Product Options
Select Product Fees
Notes
Select Payment Method
Order Summary

Steps to Create an Order:

Navigate to the Orders tab in your dashboard.
Click the "New Order" button in the top right corner to start a new order.

Order Details

Customer: Enter the customer’s name or company into the "Customer" field. Select from the dropdown list once it appears. To create a new customer, click "Add new customer" and enter in their details.
Foreman: The "Foreman" field will automatically populate with the primary foreman for the selected customer. If you wish to change this, choose a foreman from the dropdown list, or click "Add Foreman" to create a new foreman for the order.
Project: A project groups related jobs at the same site for a specific customer, with shared settings like pricing. Select a project from the dropdown list or use the "+" symbol to create a new project. If you don’t select or create one, the system will auto-generate a project for the order.
Delivery Address: Click into the "Delivery Address" field and begin typing the address where the product(s) will be delivered. You have several ways to set the delivery location:
- - Search & Select: Start typing the address and choose from the Google Maps dropdown.
  - Use the Map:
    - Drag the marker to the correct location.
    - Double-click to set the address.
  - Manual Entry: Tick the "Manual" checkbox to type in the address manually (use this if the address isn't recognized by Google Maps).
  - Self-Pickup: Tick "Self-pickup" if the customer will collect the order themselves and no delivery is required.
Supplier: A supplier represents the company providing the product or service (e.g., concrete or pumping). Most users won’t need to select a supplier, as it’s automatically set. This field is only relevant if your account manages multiple suppliers under one parent company.
Yard: A yard (location) will be automatically selected based on the delivery address. You can change the yard (location) you wish to dispatch the order from. If the delivery address is outside the default radius, tick the “Include Yards Outside Geo Fence” to expand your search.
Product Category: Select the category your product belongs to. The categories shown in the dropdown will depend on the yard (location) you selected earlier.

Select Product & Quantities

The products available will be based on your previously select "Product Category".

Product: Click into the "Product" field to select the specific product from the dropdown.
You can also type the product name to search.
Price: This field is automatically populated based on the default price you set for the product when configuring your pricing for the location. It cannot be edited directly from this screen.
Custom Price: If you need to override the default price, you can enter a custom amount here and select whether it applies per quantity or as a fixed total.
Quantity: Depending on the product selected, a quantity field may appear. In some cases, you might see two quantity inputs—for example, Quantity (hr) and Quantity (yd)—based on how the product is measured. Just fill in the appropriate fields according to the product type.

Set Delivery Details

The delivery details will be broken down by trucks.

Pumping:

Plant: This will be your yard (location) that was previously selected.
Truck: Select your truck from the dropdown list.
Operator: Select the operator (driver) from the dropdown list. If a driver is assigned to the selected truck, they will be automatically selected in this field.

Volumetric and Aggregates:

Quantity: Enter the total amount for the order. You can adjust this number as needed. The number you enter will determine how many trucks appear below, and each will be assigned a portion of the total.
Balance Trucks: This option evenly redistributes the total quantity across all listed trucks. It’s useful if you’ve adjusted individual truck amounts and want to quickly reset the loads so each truck is assigned an equal share.
Delivery Truck: If you have different types of trucks set up in your system, this field lets you choose which one to assign to the delivery. It’s mostly used for aggregates, where you might need to choose between a pickup truck and a dump truck. You can only choose one category of delivery truck.
Time Between Trucks: This sets the amount of time (in minutes) between each truck’s scheduled delivery. It helps stagger arrivals to avoid delays on-site and ensure a smooth flow during the pour.
Quantity (per truck): This is the amount that the specified truck will carry.
Plant: This will be your yard (location) that was previously selected.
Truck: Select your truck from the dropdown list.
Operator: Select the operator (driver) from the dropdown list. If a driver is assigned to the selected truck, they will be automatically selected in this field.

Set Additional Info

Pumping:

PO Number: If applicable, enter a purchase order number here for reference and tracking.
Concrete Time: Enter the time the concrete is set to arrive.
Pump Size Flexibility: Use this dropdown to indicate if the job can accommodate a pump that’s smaller or larger than the one originally requested.
Concrete Company: Select the concrete supplier from the dropdown list, if relevant to the order.
Type of Project: Use this dropdown to specify the nature of the project (e.g., wall, slab, footing). Helps with tracking and reporting.
Special Requirements: Select any special job requirements from the dropdown—these might include things like restricted access, boom length needs, or other unique site conditions.

Volumetric and Aggregates:

PO Number: If applicable, enter a purchase order number for billing or reference purposes.
Unloading Method: Select how the material will be unloaded (e.g., direct pour, wheelbarrow, boom pump). This helps ensure the delivery is prepared appropriately.
What Type of Project Are You Pouring?: Use this dropdown to specify the kind of project (e.g., wall, slab, footing). This can help with planning and job tracking.
Time Needed With Truck: Enter how much time you’ll need the truck to stay on-site. This helps with scheduling and prevents additional wait time charges.

Select Date & Time

Select Date & Time: Choose the delivery date at the top, then select an available time slot below to schedule the order.

Select Product Options

If you have additional products set up in your system (e.g., additives, accessories), you can add them to the order here.

Options: Tick the box to include the product in the order.
Quantity: Enter the quantity needed for that product.
Price: Displays the default price set for the product.
Set Custom Price: Use this if you need to override the default price for this order.

Select Product Fees

If you have additional product fees set up in your system (e.g., environmental fees, equipment charges), you can add them to the order here.

Fee: Select the fee you’d like to apply to the order.
Price: Displays the default price set for this fee.
Custom Price: Use this if you need to override the default fee amount for this specific order.
Description: Add a brief description of the fee. This will appear on the customer’s invoice.

Notes

Add Note for Manager: Enter any notes here that should be visible to the manager on the order. These will be displayed within the order on the order's page.
Add Note for Operator: Enter notes for the operator (driver) here. These will be shown to the operator to assist with the delivery.

Select Payment Method

If you have a saved payment method on the customer's account, it will appear here for you to select.

Choose the “Pay by” option and click the big “+” next to No payment method to add a new card and enter in the customer's details.
Alternatively, you can select Add a payment method later if your customer doesn’t have payment details ready or if payment will be made in person.

Please note: To create the order, a payment option must be selected. You can also select "Add a payment method later" to create the order.

Order Summary

This section displays all the details of your order, including the total amount. Review everything carefully before proceeding.

To create the order, click Add Order. Once created, new orders will appear on the Orders page with an Incoming status.

Tip: To learn more about order statuses, please see this help article.