This article outlines the steps to add a job to a completed order from a previous day, ensuring efficient order management.
Step 1: Access Completed Orders
Open the system and navigate to the date you want to modify (e.g., the 27th).
Select the 'completed' orders option.
Step 2: Change Order Status
Change the order status from 'completed' to 'in progress'.
Step 3: Add a New Job
Click to add a new job, which will create a new line in the order.
Step 4: Assign a Driver
Select the driver for the new job.
Step 5: Add Tickets (if necessary)
If tickets are needed, proceed to add them.
Fill in the details for the ticket.
Step 6: Save Changes
Save the changes to ensure the ticket is added.
Step 7: Dispatch to Driver
Send the dispatch information to the assigned driver.
Step 8: Mark Job as Accepted
Mark the job as accepted by the driver.
Step 9: Change Job Status to Completed
Change the job status to 'completed' once the job is done.
Step 10: Approve Ticket and Job
Approve the ticket/loads and the job if necessary.
Let us show you how: