Customer guide

Working an order

How to create an order and work it day to day: its parties, status, shipments, tally reports, documents, tasks and comments, all on one page.

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7 minute read · Operations and sales coordinators

Inside this guide

What it walks you through.

  1. 1What this guide covers
  2. 2Create an order
  3. 3The order's page
  4. 4Work it day to day

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Keep reading

Other guides.

Getting startedFind your way around the workspace, and bring your team in on day one.Building a shipmentCreate a shipment from an order, link its containers and track readiness.Shipment milestonesRecord milestones and read the labels that say where each one came from.