Adding orders to FleetRunnr
FleetRunnr gives you the flexibility to add orders in multiple ways, based on your business requirements.
Adding orders can be done in 3 ways:
Manual adding of orders ( Good for small quantities being added )
Bulk importing orders through .csv or .xlsx files
API integrations to link your existing systems to FleetRunnr
1. Manual adding of orders
To add orders manually, first visit the orders page ( https://app.fleetrunnr.com/orders ), and on the top right corner click on [Create order].
Then, select the type of the order:
Standard Order: Use the standard order work flow for delivering from one of your locations to a customer location.
Return Order: Use the return order work flow for picking up from a customer location to one of your locations.
Merchant Order: Create the order on behalf of a managed merchant using the Standard work flow.
Merchant Return Order: Create the order on behalf of a managed merchant using the Return order flow.
Next, the page opens showing the fields that can be inputted, not all fields are required but the more data you provide the better the results.
The fields are explained below:
What is being shipped? Box, bag, pallet, etc?
Packages are usually grouped items or skus, and an order can have multiple packages.
Specify the dimensions of the packages to ensure better load optimization and accurate rates.
COD ( collect on delivery )
Is there anything to be collected or paid upon pick up or delivery?
These items can be cash, cheques, or credit/debit receipts.
You can also create collections in multiple currencies. ( if you operate in a dual currency country ).
Specify the amount to be collected upon delivery, or any prepayment that needs to be done upon pick up and manage these payments effortlessly.
POD ( proof on delivery ) [ Optional ]
Choose what proof of delivery you require for your order, it could be either a photo or signature proof.
Choose the origin address of an order, it can either be a pre-saved location or you can create a new address.
While creating an address make sure every field has the correct information to ensure accurate geo and reverse geo-coding.
Pick Up Time Window [ Optional ]
Pick up time window includes, earliest and latest times an order can be picked up. Example some stores only accept pickups between a certain time frame such as 10:00 am and 14:00 pm.
Choose the destination address of an order, depending on the type of shipment the destination can be a warehouse/hub, or customer location.
While creating a new address make sure every field has the correct information to ensure accurate geo and reverse geo-coding.
Choose the contact person your drivers should reach out to upon delivery and specify their information, note that the contact person can be different from the customer.
Delivery Time Window [ Optional ]
Delivery up time window includes, earliest and latest times an order can be delivered.. Example some customers can only receive deliveries between a certain time frame such as 17:00 pm and 20:00 pm.
Ref ID [ Optional ]
Attach your own ID to an order for future reference and easy filtering. Ref IDs can be like invoice numbers, or any internal number generated by your existing systems.
Notes [ Optional ]
Add internal notes to an order, these notes are not visible to your customers. Added notes can help drivers locate addresses faster, e.g. famous landmarks, customer preferences, etc.
After all information has been added, proceed to click on [Save], if you missed anything the system will inform you and changes will need to be made.
2. Bulk importing orders through .csv or .xlsx files
To bulk import your orders, using smart field mapping and reverse geocoding, first visit the orders page ( https://app.fleetrunnr.com/orders ).
On the top right corner click on the three vertical dots, after that a pop up will appear, click on [Import orders].
Step 1: Upload File
Upload your csv or xlsx by choosing a file from your computer, you can also choose to download a sample file that has the detailed information and examples for every field.
Step 2: Configuration
Choose the shipping workflow, it can either be a standard or return order. Standard orders originate from your warehouse/hub or merchant location and end at the customer location. Return orders follow the opposite flow, whereas they start at the customer location and end at the warehouse/hub or merchant location.
After choosing the workflow, you should specify the origin location for a standard order, which could be either one of your warehouses/hubs or a merchant location.
For a return order, you should specify the destination location which would be either one of your warehouses/hubs or a merchant location.
Step 3: Field Mapping
Fleetrunnr automatically matches the fields from your import file with fields required on the system. You can review the fields and make adjustments before starting the validation process.
Once the fields are mapped properly, click on the [Validate] button.
Step 4: Summary
After clicking on validate, the system will validate which orders can be imported and which ones need adjustments. You can download the orders that couldn’t be processed in order to fix and upload them separately.
Step 5: Begin Import
After downloading the invalid orders, click on begin import to start the sequence, this is where reverse geocoding happens transforming fuzzy data into latitudes and longitudes.
If for some reason the address could not be geocoded, they will be flagged and you can download them for review.
If no issues arise, then all your orders will be imported successfully.
Note: while importing orders you can leave the page and the system keeps importing in the background. Once all the orders are imported, you will be notified.
3. API integrations to link your existing systems to FleetRunnr
FleetRunnr provides an open API that allows you to to integrate existing systems e.g. e-commerce, accounting, erp, fleet telematics, etc.
To access our API, visit https://docs.fleetrunnr.com/, and check the endpoints.
These endpoints consist of Carriers, Customers, Locations, and Orders.
For additional information, feel free to contact our dev team at [email protected].