---
title: "Transport Order Entry"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28383162/Transport%20Order%20Entry"
format: markdown
---
# Overview
**Transport Order** **Entry** is a sales interface used to record incoming Central Allocation orders. Essentially, a customer calls to make an order, and you use Transport Order Entry to record details of that order.
Refer to the following processes for further instructions:
> Macro (toc)
# Creating a new Transport Order
To create a new Central Allocations Transport Order, perform the following:
1. Click Frameworks then type **Transport Order Entry **(or select **Central Allocations - Transport Order Entry **from the Frameworks navigation tree).
2. If applicable, *select the site *via the drop-down arrow in the **Site** field. This defaults to the currently logged in user's branch.
3. Type (or partially type) the customer's name or id who is making the order into the **Customer** field or look for the customer via the lookup** ****Search****. **If a new customer, click **New**.
> ✅ Refer to [Central Allocations - Creating & maintaining Customers](https://kb.myframeworks.com.au/space/CO/543982886) for further information.
> ℹ️ The credit checking for the Customer is automatically completed once the customer has been added to the *Customer* field. An error message is displayed "*The customer nnnnn failed the credit check*" beside the *Customer* field if the customer fails the credit check.
> ℹ️
> ℹ️ 
4. The **Deliver To, Address / Suburb/City & State/Postcode **are auto populated if the customer has one delivery address only. If not, click **Find **in the **Deliver To** field to select the correct delivery details for the customer or manually add this information.
> ✅ Refer to [Delivery Address Maintenance](https://kb.myframeworks.com.au/space/FRAM/556433642/Delivery+Address+Maintenance) to manage/maintain delivery addresses.
5. *If applicable*, add or update* the Contact Name & Phone* in the **Contact Name **&** Contact Phone** fields.
6. Type the *order reference* in the **Customer Order Ref** field.
7. Type or click **Show Date Chooser** to *select the date the delivery is required* in the **Date Required** field.
8. Type the *time the delivery is required* in the **Delivery Time** field.
> ℹ️ Delivery Time is mandatory unless the *Own Vehicle?* option has been selected.
9. Enable the **Own Vehicle?** checkbox *if the customer has their own vehicle and will use it for pickup*.
10. Click **Get Distance **to have the distance from the Branch (defined in [Branch Maintenance](https://kb.myframeworks.com.au/space/FRAM/542484345/Branch+Maintenance)) to the delivery address auto-calculated in the **Distance (KM)*** field. Distance is mandatory unless the *Own Vehicle?* option has been selected.
> ℹ️ This can be overridden if needed. The **Get Distance** button uses Google Maps technology to calculate the distance in kms from the site to the Customer's delivery address.
11.* If applicable*, type the *delivery comments* into the **Delivery Comments** field and the *shipping instructions* into the **Shipping Instructions** field.
> ℹ️ These can be manually entered **or **if an existing delivery address (with delivery comments and shipping instructions already defined) is selected in the **Deliver To** field, both fields are automatically populated.
> ℹ️
> ℹ️ After selecting a delivery address, if the delivery address is linked to a contract, the contract field is locked so it cannot be edited unless the Deliver To is changed or removed.
12.Type* the driver’s name *into the **Reference **field.
13. Select* the type of truck *via the drop-down list of options in the **Truck Config **field.
14. *If applicable,* **enter **or **search **for *the contract applicable to this customer* in the **Contract** field.
> ℹ️ If the contract on the transport order is set as "Cartage = Not Required", the value of the 'Own Vehicle' tickbox is set to yes automatically.
15. Select the *product to add to the transport order* from the drop-down arrow in the **Product** field. Only one product is available per Transport Order.
> ℹ️ The list of products displayed are from the same Site when a Contract (refer to step 14 above) is not specified. If a Contract is specified, the list of products displayed are only those products that have been added to the [Central Allocations - Contracts](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509656)specified.
16. The **UOM** is auto populated based on the product entered (tonnes).
17. Type the *product quantity required* into the **Quantity** field.
> ℹ️ **Unit Sell Price** is auto populated based on the [product](https://kb.myframeworks.com.au/space/FRAM/117637184) record.
18. Select* either Once-Off, Daily or Weekly* in the **Frequency*** field to setup the level of frequency for this transport order to be delivered.
i. If *Once-Off, *enable the day the delivery will be as per the **Date Required** field.
ii. If *Daily*, enable each day (Mon - Sun), then type the date this should end in the **End Date** field.
iii. If *Weekly*, enable the days the weekly delivery is required, then type the date this delivery runs should end in the **End Date** field or enter the number of weeks that the runs should repeat into the **Repeats** field.
19. Confirm your order details, then click **Finish**.
20. A message will be displayed detailing your order. Click **Yes-Perform Save** or **No-Don’t save** as appropriate.
> ℹ️ To view all Transport Orders that haven't been released, refer to [Viewing Transport Orders](https://kb.myframeworks.com.au/space/FRAM/610403668/Transport+Order+View) for further information.
21. The Transport Manager then allocates vehicle/s to Transport Orders. Refer to [Planning & allocating vehicles to a Transport Order](https://kb.myframeworks.com.au/space/FRAM/610403412/Transport+Plan) for further information.
# Clearing a Transport Order
To clear the details of a Transport Order and start again, click **Cancel**.