Customers initiate the order generation process with just one click.
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.
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- 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.
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- 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
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- Job Name: User can assign a nickname to the delivery location.
- Required Inputs*:
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- Delivery Date: Select the day you would like your fuel delivered.
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- Delivery Window: Select your preferred delivery window. Delivery windows are in increments of 4 hours starting with 6am-10am, 10am-2pm, and so on.
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- 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.
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