> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.chrt.com/prod/help/getting-started/create-and-assign-order/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.chrt.com/_mcp/server. # 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. > Learn how to create a delivery order and assign it to a driver.