Overview

This article reviews the process to manually creating an order within the OneRail platform.

Order Entry

From the orders page:

1. Select Add Order.

2. Enter/select all needed information:

• Store Order/CSR#

• Pickup Location

  • This may auto populate.

• Service Level

  • Select Priority, Same Day or Scheduled.

  • If Scheduled Delivery, select date and time for delivery.

• Delivery Location

  • Address will auto populate while typing.

• Delivery Type

  • Business or Residential

• Delivery Options

  • Check HIPAA, Require Over 21 and/or Require Signature if needed.

• Special delivery Instructions if needed.

From the orders page:

•  Select Add Order.

3. Enter/select all needed information:

• Business/Contact Information.

• Select the Items to be delivered.

  • Enter the product number or select from dropdown and the Quantity.

4. Select Add order items as needed.

5. Select Create.

• The order has been created.

Creating a Delivery Order - Manual Creation (Downloadable PDF)