Schedule an Inbound Order using your Own Trucking
An inbound order is an order where you are receiving material into your warehouse from an outside source. In Razor, you can select different logistic types for inbound orders, like orders using your own trucks, a common carrier, or a client drop-off. In this tutorial, we will show you how to schedule an inbound order using your own trucking. This is a short explanation and shows you the minimum information to execute your inbound order.
1. Navigate to Recycling > Inbound Orders.
The Inbound Orders page will be displayed.
2. Click Create.
The Creation of Quote/Order page will be displayed.
3. Enter the first two characters of the customer name and the drop down list shows the related customer names. Select the customer.
Note: The fields REP, SO Terms and Warehouse are automatically populated.
4. Select the Logistic Type as Our Trucking.
5. Enter bill of lading number of the order in the BOL# field.
6. Select the purchase order number from the PO# drop down list.
7. Add any internal notes in the Internal Notes field.
8. Select the type of the service from the Service Type drop down list. The available options are Electronics Disposal, Data Destruction, E-waste Removal Service, On-site HDD Destruction and Off-site HDD Destruction. In this example, it is Electronics Disposal.
9. Select the pickup date from the Pickup Date calendar.
10. Specify how long you will be available in the location In the Service field.
11. Set the starting and ending service time availability in the Time Window field.
12. Select the type of the truck in the Truck Type drop down list. In the example, 26 ft. truck is selected.
13. Make sure that the contact details are correct in the Contact Details section. You can add a new onsite contact by clicking the Add (
) button or click Edit (
) button to edit the existing contact address.
Scroll down for more options.
14. In a similar manner, make sure that Pickup Location and Ship To addresses are correct. If necessary, edit them.
15. Add up the pallet count to specify the number of storage units being picked up in the Pallet Count field.
16. Enter the total weight in the Total Weight (Lbs) field.
17. Select the pickup option of the package from the Package Type drop down list.
18. Set the height of the pallet in the Dimensions (LxWxH) field.
19. Select the condition as the New or Used from the Condition drop down list.
20. Click Create an Order.
The message box asking you to confirm the applying of the contract with the customer to this order will be displayed.
21. Select the contract you wish to apply from the drop down list.
22. Click Yes.
The message box informing you about the successful creation of the order along with the order number will be displayed.
You may click on the order number link to view or edit the order.
