Overview

There are multiple routes to create a new skip order against an account or address

Order Creation Routes

There are multiple route that can be followed to create a new skip order. Once the route is selected the order details are entered the same way.

Point to Modules then select Skips.
Click Create New Order.
Select either Account or Address
1. If the address for the order already exists in the system then click Address and locate the one you require.
2. If the address for the order doesn't exist but an account does, click Account and enter the address details on the order creation screen.
  When you click Save, the system will create a new address with those details under the account you select.

Navigate to the Skip Orders screen to view open orders
View the order in question
Click on the "3-line" menu
Select Copy Order
1. You will be presented with the order screen with the details pre-populated from the original order.
Make any changes required and click Save

Important: The Account and Address are copied from the original order and cannot be changed

Note: There are settings in Settings>Skips & RoRo that control what is cleared and what is kept when s kip order is copied.

On the Order Create screen complete the following fields:

Ordered By - Name, Email, and Telephone	Enter the name, email address, and telephone number of the contact that ordered the skip. If this contact needs to receive email or SMS updates for the order then also enable the Receive Email and Receive SMS options.
Site Contact - Name, Email, and Telephone	Enter the name, email address, and telephone number of the site contact at the location the skip is being delivered at. If this contact needs to receive email or SMS updates for the order then also enable the Receive Email and Receive SMS options.
Address	If you have already selected an address then these fields will be filled automatically. If you're creating a new address then you can enter the details manually or, if you're linked to a postcode feature, enter the postcode and click the Find Address link to populate the other details.
Area	Depending on your system this automatically fills when you set the postcode. If not, you need to select one as this pulls through to jobs and used for your EA Waste Return report.
Product	What size of Skip or RoRo is required for the order?
Waste Type	The waste stream for which the skip will be used.
EWC Code	This automatically fills when you select the Waste Type. If not, you need to make a selection as the EWC code is also used on the EA Waste Return report.
Date	The date the skip is being delivered.

If a prices exists in Lookups>Prices that matches the criteria on the order then hey will be automatically pulled through to the price fields.

Any extra charges (rental, permits etc) can be added to the skip order via the Extra Charges tab

If a Tonnage Charges exists in Lookups>prices that matches the criteria on the order then it will be pulled through automatically.

There are further settings to control the Tonnage Charges in Settings>Skips & RoRo>Tonnage Charges

For more details on Tonnage Surcharges please refer to the Tonnage Surcharge knowledge article