Orders

Create an order manually
   To create an order go to Create Order on the top Menu.  You can provide as much information as you have, remember you can always come back and upda...
Wed, 4 May, 2022 at 1:08 PM
Create order using Gate pass, Adesa or Smart Auction PDF
1. In orders click Import button 2. Select the file type 3. Select the file from the computer 4. Click import
Fri, 26 Mar, 2021 at 8:42 PM
How to check the price on Order
* Check CarShipIO market estimate Edit the order and scroll down to Customer amount. Click Green calculator button. We will show you the amount of jobs tha...
Fri, 26 Mar, 2021 at 9:27 PM
Lead - Quote - New > Order Status change
Lead - new order created, you need to price it and send the quote to the customer with the contract.  Quote - automated status when the quote was sent, h...
Thu, 23 Dec, 2021 at 9:54 AM
Update the Order details - Edit order
Mouse over the Order you want to deposit and Click on View down arrow.  Modify any details of the order.  ! Important: If you have a job posted on the load...
Fri, 26 Mar, 2021 at 10:11 PM
Invoice a Customer
   Mouse over the Order you want to Invoice: 1. Click on View down arrow and click on Invoice; 2. You will see the details of the order. It can be se...
Fri, 26 Mar, 2021 at 9:49 PM
Mark the Order as PAID
Click on the View dropdown button and select Payment option.  Check the box to mark if you charged the Deposit only or the full amount. Confirm the a...
Fri, 26 Mar, 2021 at 9:38 PM
Processing a Deposit
   1. Mouse over the Order you want to deposit and Click on View down arrow;    2. Select Deposit Note: If you have a Stripe account you can proces...
Wed, 14 Jul, 2021 at 4:54 PM
How to accept the quote
Thu, 22 Apr, 2021 at 9:11 AM
How to pay the deposit from customer portal
To access the Customer Postal Status page please log in using order number and email address - https://www.carshipio.com/Public/OrderStatus OR Find the...
Mon, 26 Apr, 2021 at 11:51 AM