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# Create and Assign an Order

## Before you start

Complete these first if possible:

1. Invite at least one driver.
2. Add the customer.
3. Set up a basic rate sheet if your team uses rate sheets.

## Step-by-step instructions

1. Open chrt and go to **Orders**.
2. Create a new draft order. If the start panel appears, click
   **Open Draft Order**.
3. In **Order Setup**, choose the **Shipper Organization** and enter the
   reference number.
4. In **Cargo**, add the package description and any required cargo details.
5. In **Segments**, add the movement details for the order.
6. In **Stops**, enter the pickup and delivery locations.
7. In **Scheduling**, add the requested timing if your team has it.
8. In **Preview & Submit**, review the order and click
   **Validate & Submit Order**.
9. Open the order detail page.
10. Click **Assign Driver**.
11. In **Assign Driver to Order**, choose an available driver and click
    **Assign Driver**.

## How to know it worked

The order should appear in the Orders list. The driver assignment should be
visible on the order detail page or in the order timeline.

## If something looks different

* If the customer is missing, add the customer first.
* If no driver is available, invite a driver first or save the order as a draft.
* If the address cannot be found, try entering the street address, city, state,
  and ZIP code separately.
* Contact [hi@chrt.com](mailto:hi@chrt.com) if you have issues.