--- title: "Order Creation Guide" description: "Creating an order in Sistrack is a simple 4-step process that guides you through registering all the necessary shipment information. The system will…" url: https://sistrack.com/en/docs/orders/guia-creacion-ordenes/ category: orders section: docs updated: 2026-07-30 --- *Markdown version for agents. This page on the web: https://sistrack.com/en/docs/orders/guia-creacion-ordenes/* # Order Creation Guide ## Introduction Creating an order in Sistrack is a simple 4-step process that guides you through registering all the necessary shipment information. The system will automatically show you the available rate options based on your account's configuration. ## Before You Start To create an order you need: - A **sender** (who is shipping the package) - A **recipient** (who is receiving the package) - Basic package information (description, weight) If you don't have senders or recipients registered yet, you'll be able to create them during the process. --- ## The 4 Steps to Create an Order ### Step 1: Sender and Recipient In this first step you define who is sending and who is receiving the package. #### Select a Sender **If you already have senders registered:** 1. Type the name in the search field 2. Select it from the dropdown list 3. You'll see the selected sender's details **If you need to create a new sender:** 1. Click the **"+ Create Sender"** button 2. Fill in the form with: - Full name - Phone - Email - Full address (street, city, state, postal code, country) 3. Save the sender 4. The new sender will be selected automatically #### Select a Recipient **If you already have recipients registered:** 1. Type the name in the search field 2. Select it from the dropdown list 3. You'll see the selected recipient's details **If you need to create a new recipient:** 1. Click the **"+ Create Recipient"** button 2. Fill in the form with all the details 3. Save the recipient 4. It will be selected automatically > **Important**: The sender's and recipient's country and postal code are essential for calculating the shipping rate. --- ### Step 2: Package Description In this step you describe the physical characteristics of the package. #### Fields to Fill In | Field | Description | Required | |-------|-------------|-------------| | **Description** | What the package contains (e.g., "Clothing," "Electronics," "Documents") | Yes | | **Weight** | Package weight in kilograms | Yes | | **Dimensions** | Length, width, and height in centimeters | Depends on configuration | | **Declared value** | Monetary value of the contents, for insurance | No | | **Fragile package** | Indicates whether it requires special handling | No | #### Tips for the Description - Be specific but concise (e.g., "15-inch HP laptop") - Avoid vague terms like "stuff" or "various items" - If it's several items, mention the main ones #### About Weight and Dimensions - **Actual weight**: The weight shown on the scale - **Volumetric weight**: Calculated from the dimensions (Length × Width × Height ÷ Factor) - The system may use whichever is greater to quote the price, depending on your rate configuration --- ### Step 3: Shipping Selection (Rates) This is the most important step, where the system shows you the available shipping options with their prices. #### How Does It Work? 1. **The system automatically calculates** the available options based on: - The sender's location (origin zone) - The recipient's location (destination zone) - The package's weight and dimensions - The rates configured in the system 2. **The options are shown** with: - Service name (e.g., "Express," "Standard," "Economy") - Calculated price - Estimated delivery time - Service features 3. **Select the option** that best fits your needs #### Example of Shipping Options | Service | Price | Estimated Time | Features | |----------|--------|-----------------|-----------------| | Express | $25.00 | 24 hours | Real-time tracking, guaranteed delivery | | Standard | $15.00 | 3-5 days | Basic tracking | | Economy | $10.00 | 5-7 days | Ideal for non-urgent shipments | #### Factors That Affect the Price The price you see is calculated dynamically based on: 1. **Geographic zones**: The route between origin and destination 2. **Service type**: Express, standard, economy, etc. 3. **Configured calculation method**: - **Flat rate**: A single price regardless of weight - **By weight**: The price increases with weight - **By volume**: Considers the space the package takes up > **Note**: If you don't see any available options, it may mean there are no rates configured for that route. Contact your administrator. #### Cash on Delivery (COD) If the selected service allows COD: - The option shows a green **COD** tag in the list - A field will appear to enter the amount to collect - This amount will be charged to the recipient at the time of delivery - The declared value can be used as a reference > **If the field doesn't appear**, that service doesn't support cash on delivery. The permission is activated per service level, in **Rates → Service Levels**, and applies to all rates for that service. Shipments picked up at a network office don't support cash on delivery even if the service allows it. #### Pickup Included Some services include picking up the package. In those cases: - The option shows the **"Pickup included"** tag - You don't need to schedule the pickup manually: it's generated automatically when you create the order - The review step reminds you of this before you confirm --- ### Step 4: Additional Details In the last step you fill in additional order information. #### Available Fields | Field | Description | Use | |-------|-------------|-----| | **Payment type** | Prepaid or collect on delivery | Defines who pays for the shipment | | **Number of packages** | Number of packages traveling together | If there are several related packages | | **Order ID** | Your internal reference | To link with your own system | | **Notes** | Special instructions | Notes for the courier | #### Payment Type - **Prepaid**: The sender pays for the shipment when creating the order - **Collect on delivery**: The recipient pays when receiving the package #### Useful Notes Examples of notes that help with delivery: - "Deliver only to an adult" - "Blue house with black gate" - "Call before arriving" - "Delivery hours: 9am - 5pm" --- ## Summary and Confirmation Before creating the order, the system shows you a summary with: - Sender and recipient details - Package description - Selected shipping option - Total price **Carefully review** all the information before confirming. --- ## After Creating the Order Once the order is created: 1. **You receive a unique tracking number** 2. **The order appears** in your order list 3. **You can print the label** to attach to the package 4. **You can generate the receipt** for the customer > **If the rate includes pickup:** the confirmation screen shows the **"Pickup scheduled"** card with the address where the package will be picked up, the date, and the reference number. You don't need to do anything else: the pickup has already been requested. ### Available Actions - **View details**: All the order information - **Edit**: Modify data before shipping - **Print label**: Generate the shipping label - **Generate receipt**: Proof of purchase for the customer - **Change status**: Update the shipment status --- ## View and Manage Orders ### Order List On the main orders page you can: - View all your orders - Filter by status, date, customer - Search by tracking number - Select multiple orders for bulk actions ### Order Detail Clicking on an order shows you: - **General information**: Number, date, status - **Sender and recipient**: Full contact details - **Package**: Description, weight, dimensions - **Price**: Cost breakdown - **History**: Status changes with date and time - **Progress bar**: Visualization of the shipment's progress ### Editing an Order You can edit certain order details as long as it hasn't been shipped yet: - Package description - Notes - Recipient details - Internal notes > **Note**: Some fields, such as the price or the route, can't be modified after the order is created. --- ## Practical Tips ### To Speed Up the Process 1. **Register your frequent contacts**: Save time when creating orders 2. **Use the order ID**: Link with your sales system 3. **Fill in the notes**: Makes delivery easier ### To Get Better Rates 1. **Weigh and measure correctly**: Avoid pricing surprises 2. **Optimize packaging**: Smaller size = lower volumetric cost 3. **Group shipments**: Check volume-based rates ### To Avoid Problems 1. **Verify addresses**: Incorrect addresses cause delays 2. **Declare the real value**: Important for insurance 3. **Indicate if fragile**: For proper handling --- ## Frequently Asked Questions ### Why don't I see any shipping options? It could be that: - There are no rates configured for that route - Sender or recipient information is missing - The weight or dimensions are out of range ### Can I change the recipient after creating the order? Yes, as long as the order hasn't been dispatched. ### How do I know the price before creating the order? The system shows you the prices in Step 3, before confirming. ### Can I create several orders at once? Yes, use the [Bulk Import](/en/docs/import/guia-importacion-masiva/) feature to upload multiple orders from a file. --- ## Next Steps - Learn about [how rates work](/en/docs/pricing/como-funcionan-las-tarifas/) - Explore [calculation methods](/en/docs/pricing/metodos-de-calculo/) - Check out [bulk import](/en/docs/import/guia-importacion-masiva/) to create many orders at once --- *Need more help? Contact technical support.*