Pickup Order

Introduction

A Pickup Order in CXTMS is a document that outlines the instructions and details for collecting commodities from a shipper's location. This guide explains how to create, manage, and track pickup orders effectively.

When to Use Pickup Orders

• When scheduling collection of commodities from a customer or supplier location
• For managing local pickups and deliveries
• When coordinating multiple pickup locations for consolidated shipments
• For tracking pickup status and completion

Why Use Pickup Orders

• Efficiently schedule and manage commodity collections
• Maintain clear communication between all parties involved
• Track pickup status and completion
• Document collection requirements and special instructions
• Connect pickups to broader shipment workflows

Field Descriptions

Basic Information

Field	Description	Usage
Order Number	Unique identifier for the pickup order	Auto-generated, can be customized based on company needs
Customer/Bill To	Entity responsible for pickup charges	Select from existing customers or create new
Employee	Staff member creating/managing the pickup	Auto-populated with current user, can be changed
Sales Person	Sales representative associated with order	Select from available sales staff
Order Status	Current status of the pickup order	Options: Draft, Scheduled, In Progress, Completed
Tracking Number	Reference number for pickup tracking	Can be carrier tracking number or internal reference
Division	Company division handling the pickup	Select appropriate business division
Transportation Mode	Method of transportation for pickup	Select: Ground, Air, Ocean
Jobs	Related job reference numbers	Link pickup to specific jobs or projects
Notes	General notes about the pickup order	Enter any relevant information about the pickup

Shipper Information

Field	Description	Usage
Shipper Account	Entity where commodities will be picked up	Select from existing accounts or create new
Address Contact	Specific location and contact for pickup	Select from shipper's addresses and contacts
Pickup Date	Scheduled date for pickup	Enter in local date format (YYYY-MM-DD)
Pickup Time Window Start	Beginning of pickup time window	Enter in 24h format (HH:MM)
Pickup Time Window End	End of pickup time window	Enter in 24h format (HH:MM)
Ready Time	Time when commodities will be ready	Enter in 24h format (HH:MM)
Notes	Special instructions for pickup	Enter any specific requirements or instructions

Consignee Information

Field	Description	Usage
Consignee Account	Entity receiving the commodities	Select from existing accounts or create new
Contact Address	Delivery location and contact details	Select from consignee's addresses and contacts
Delivery Notes	Special instructions for delivery	Enter any delivery-specific requirements
Expected Delivery Date	Anticipated date of delivery	Enter in local date format (YYYY-MM-DD)
Expected Delivery Time Start	Beginning of delivery window	Enter in 24h format (HH:MM)
Expected Delivery Time End	End of delivery window	Enter in 24h format (HH:MM)

Carrier Information

Field	Description	Usage
Carrier Account	Transportation provider for the pickup	Select from approved carriers
Tracking Number	Carrier's tracking reference	Enter carrier-provided tracking number
Booking Number	Booking reference for the pickup	Enter booking number from carrier
Notes	Additional notes for the pickup	Enter any additional information

How to Create a Pickup Order

1. Navigate to Operations > Pickup Orders
2. Click "New Pickup Order"
3. Fill in the Basic Information section
4. Complete Shipper Information:
   • Select or create shipper account
   • Choose pickup address
   • Set pickup date and time window
5. Enter Consignee Information:
   • Select or create consignee account
   • Specify delivery address
   • Set expected delivery date and time
6. Add Carrier Information:
   • Select carrier
   • Enter tracking number if available
7. Add Commodities Information
8. Add any relevant notes or special instructions
9. Save the pickup order

Related Topics

• Warehouse Receipt Creation
• Order Management
• Carrier Management
• Shipment Planning
• Transportation Management

Use Cases

Local Pickup and Delivery

• Creating pickup orders for same-day deliveries
• Managing multiple pickup locations
• Coordinating with local carriers

Consolidated Shipments

• Scheduling multiple pickups for consolidation
• Managing pickup sequence
• Coordinating with warehouse receiving

International Shipments

• Coordinating with freight forwarders
• Managing documentation requirements
• Planning for customs requirements