In the MaxOptra System, new orders can be created manually or imported, as described in Creating orders manually and Order Import Process.

Order parameters are described in the tables below.

Order Tab

This is the first and the main tab you see when you first open the Order form. Here you fill in all the main parameters that will be further used for order processing.

Parameter	Description	Mandatory?	Affects Automatic Planning? \| How?
Order reference	Order UID (unique identifier), can be taken from the external system while importing orders or specified manually. If none of these is applied, the System generates ID automatically (mID_xxxxx_).Order reference should be unique within the System. Corresponding validation is performed Note. Order reference should not include the «» symbol if it is intended to use getOrderStatuses* method (REST API) in future	No \| Manual input is not required.	No
Consignment (+Add Consignment)	Option used for pairs of linked orders. For details, see Pickup & Delivery.	No	Yes \| Linked orders are always planned together in one run.
Distribution centre	Glossary from which orders should be delivered. If there is only one distribution centre in the System, it is selected automatically.	Yes	Yes \| Point of route.
Priority	Order priority. It can be Normal (green ), Medium (yellow ) and High (red ). For more details, see Order priority levels.	Yes	Yes \| Orders of higher priority will be planned first
Vehicle requirements	Special requirements for vehicles carrying goods. The orders that can be transferred by a vehicle according to these requirements.	No	Yes \| Only vehicles able to transfer orders of the appropriate type can be selected for the order delivery.
Additional instructions	Brief optional comment for the order.	No	No
Additional attributes	Additional information of an order required by a specific customer. This may be any information relevant for the business, like: additional order number, information about defects, short comments, information about goods package or temperature etc. For more details on how to work with additional attributes, see Collecting additional order details upon execution (Android app).	No	No
Speed zone	Zones, where certain speed correction factor is enabled for vehicles. For details, see Speed Zones.	No \| Applied if the order is within the speed zone	Yes \| Speed factor applied for vehicles moving within particular speed zone will affect the total driving time
Speed correction factor	Speed correction factor of this speed zone	No \| Applied if the order is within the speed zone
Client name	Name of the business customer (company) which ordered orders transfer.	No	No
Contact person	The name of client employee which is the contact person for this particular order.	No	No
Contact number	Phone number of the person specified in the Contact person field. It is possible to specify several phone numbers to receive notifications. When specifying phone numbers in MaxOptra you should separate them using a semicolon - ;	No	No
Contact e-mail	E-mail of the person specified in the Contact person field. It is possible to specify several e-mail addresses to receive notifications. When specifying e-mail addresses in MaxOptra you should separate them using a semicolon - ;	No	No
Allow notifications	Here you can select the way you want to notify your customers about the order delivery status: by SMS and/or by E-mail. For details, see SMS/Email messages (Notification templates). Note Notification option can be defined at the level of Customer location. In this case the order inherits the notification information from the customer location settings. But you can also update it for the particular order.	No	No
Location	Glossary or another address the order should be delivered to Note After you selected a customer location that was saved in MaxOptra base, a link becomes available that allows to open this customer location's card from the order screen. If you entered a customer location for the first time, there will be no link available. If you want this address to be added to the customer location base, click the Add button next to the address box and fill in the CL form (see Customer location parameters ).	Yes	Yes \| Point of route. If customer location is selected, its parameters also affect planning.
w3w address	In MaxOptra it is possible to use the What3Words address standard as an option to specify customer location and order location. What3Words (w3w) is a geocoding system that uses three permanently fixed words to identify any location with a resolution of 3x3 square meters. For example, the front door of 10 Downing Street in London is identified by `///slurs.this.shark.` For more details, see What3Words address.	No	Yes \| Point of route. If w3w location is selected, it takes priority over the Location parameter.
Territory	Territory to which an order belongs	No	Yes
Stop sequence	The sequence of orders within one route.
Operation time windows	Date and "from… to…" time when an order should be delivered.	Yes	Yes
Weight	Orders weight specified in units configured globally for the account.	Yes	Yes
Operation duration	Is taken from the customer location by default. Can be redefined.	Yes	Yes
Collection	This option helps to differentiate the type of order (delivery or collection).Orders in MaxOptra can be of two types: delivery and collection. The delivery type of order is loaded at the start point (DC, other location) and taken to the customer location for unloading. The collection type of order is loaded (collected) at the customer location and taken to the end point (DC, other location) for unloading. The type of order influences scheduling. Tick this checkbox to define this order as collection. If it is a delivery order, leave the checkbox blank (by default). Note The capacity of the "collection" order is added to the total vehicle's capacity only when it is actually picked up at the customer location, until it is finally unloaded at the depot (or other end location).	No	Yes
Return packages	Use it if packages need to be returned. This parameter is displayed to the drivers in the driver app as instruction.	No	No
Cost	Use it to specify initial order cost. It may differ from the final cost (see Actual cost below).	No	No
Actual cost	Actual cost may differ from the initially specified cost (see Cost above). This field is disabled on the Order form. It should be filled out by drivers from the driver app (Order Completion. POD Collection. Checking Order Items (Android app)).	No	No

Order Items Tab

This tab is used to specify the smaller items that order is made of (if any). For more details, see Order Items.

Execution Tab

This tab provides order information related to its execution process. This tab appears after an order is allocated. The following sections and fields are available here:

Section	Description
Allocation information	This section includes the following information: the current order status, the allocated vehicle and driver, execution date, arrival date and time, stop number (order's turn in the run).
Track&Trace information	This section includes the following information: ETA, actual arrival and departure time by GPS, reported arrival and departure time. For more details, see Track&Trace Layout, ETA in MaxOptra.
Cancellation info	This section includes order cancellation reason and the driver's comment to it. For more details, see Order cancellation. Run cancellation. Order suspension (Android app), Suspending and Rejecting orders (iOS Driver App), Order cancellation on Track&Trace screen.

Attachments Tab

This tab contains photos attached to order in driver app. For more details, see Downloading order attachments and Attaching photographs to orders (Android app).

Log Tab

This tab displays a reference sheet of all actions performed with an order during the workflow. For more details, see Order Log.