Order Info

Customers initiate the order generation process with just one click.

New Order - Step 1

 

Selecting the New Order button at the top left of your screen takes you right to the order process.

 

 

User Information 

  • The contact information of the user that is placing the order is automatically displayed.

 


    • If the user that is placing the order has admin credentials, they can select another user as the contact for the order or even add a new contact entirely. 

    • Immediately under the User Info section in Step 1 you will find the Order Info section.

  • Recurring Order Toggle:
    • Sliding this ON changes the option in the calendar picker. The user can select a custom date range and delivery days for a set of deliveries to occur.
    • The example below shows the user selecting recurring deliveries to occur every Monday, Wednesday, and Saturday during the dates of July 1 - July 31.

 

 

  • If the Recurring Order toggle is OFF, you can select a single day for the desired delivery.
  • Optional Fields:
    • Customer PO Number: User can input their own purchase order (PO) number 
    • Job Name: User can assign a nickname to the delivery location.
  • Required Inputs*:
    • Delivery Date: Select the day you would like your fuel delivered.
    • Delivery Window: Select your preferred delivery window. Delivery windows are in increments of 4 hours starting with 6am-10am, 10am-2pm, and so on. 
      • PLEASE NOTE: The delivery window is not a guaranteed time of delivery due to sometimes unforeseen circumstances such as weather or longer than anticipated time spent at another delivery location.