Transport orders

# Create a transport order

Enter a new order with its customer, shipments, stops and goods, and save it as accepted or as a request.

Updated October 4, 2026

**Who can do this:** Permission to create transport orders.

A transport order is the request of a customer to move goods. It holds one or more shipments, and each shipment has its own stops (actions) and goods. Once the order is saved you can plan its shipments on trips.

## Open the order form

You can start a new order in three ways:

* Click **New transport order** in the header (the button with the + icon).
* Open the side menu (☰, top right) and click **New order** at the top.
* Open the transport orders list (the orders icon in the header) and click **\+ Create order**.

The form opens in a panel on the right. Depending on your platform's settings, some fields may already be filled in from a default order template.

## Fill in the order

1. Choose the customer in **Customer**. Start typing to search your companies. If the company does not exist yet, choose **Add "…"** to create it.
2. Enter a **Name** for the order, for example the customer's own order number.
3. Optionally choose a **Contract**. Selecting a contract also selects its customer.
4. Optionally enter a **Reference description**, such as the customer's reference.
5. Check the delivery terms (Incoterms) in **Select delivery terms**. Your platform's default is preselected.
6. Optionally choose a **Team** and, if your platform uses the financial module, an **Administration**.
7. Add the shipments under **Shipments**. See [Add shipments and goods](/en-us/help/consignments-and-goods).
8. Click **Save** or **Save as request**.

**Save** creates the order with the status **Accepted**, so it is ready to plan. **Save as request** creates it with the status **Requested**, so someone can review and accept it first. See [Accept, decline and plan a transport order](/en-us/help/process-transport-order).

## Fields on the order form

| Field                             | What it is for                                                                                                                                               |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Customer**                      | Required. The company that orders the transport. Pricing and contracts follow the customer.                                                                  |
| **Name**                          | Required. How the order is shown in lists. Transportial also gives every order its own order number, shown as #number.                                       |
| **Contract**                      | Links the order to a customer contract. Only contracts of the chosen customer are offered.                                                                   |
| **Reference description**         | Free text reference, shown on the order and on documents.                                                                                                    |
| Delivery terms                    | Required. The Incoterm (EXW, FCA, FAS, FOB, CPT, CIP, CFR, CIF, DAP, DPU or DDP).                                                                            |
| **Team**                          | The team responsible for the order. Shipments inherit it.                                                                                                    |
| **Administration**                | Financial module only. The administration used for quotes and invoices. You cannot change it after the order is first saved.                                 |
| **Description**                   | Free text about the order.                                                                                                                                   |
| **Documents**                     | Files that belong to the order. See [Add documents to a transport order](/en-us/help/transport-order-attachments).                                           |
| **Cost elements**                 | Financial module only. Costs and revenue lines for the order. See [Prices, costs and invoices of a transport order](/en-us/help/transport-order-financials). |
| **Notes** and **Contact details** | Internal notes and contact information for this order.                                                                                                       |
| **Spot Quote**                    | Financial module only. Switch it on to build a price for this order directly in the form.                                                                    |

The save buttons stay disabled until every required field is filled in. Your administrator can make more fields required, depending on your platform's settings.

## How the form looks

The form follows your personal interface settings (see [Personal settings](/en-us/help/personal-settings)):

* With **Type forms** set to **Dynamic**, each shipment is a card. Click the card to open the shipment in its own panel.
* With the flat form type, the form opens full width and every shipment is edited on the same page.
* With **Simplify forms** switched on, the form hides the name, description, notes and contact details, and shows a single shipment directly.

## Next steps

Plan the order on a trip from the [plan board](/en-us/help/plan-board), or see [Accept, decline and plan a transport order](/en-us/help/process-transport-order).

## Related articles

* [Add shipments and goods](/en-us/help/consignments-and-goods)
* [Add loading, unloading and other actions](/en-us/help/transport-order-actions)
* [Create a transport order from a file or email](/en-us/help/import-transport-order-from-file)
* [Accept, decline and plan a transport order](/en-us/help/process-transport-order)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/create-transport-order