How to Create New Recurring Orders for B2B Fleet Fuelling
To Create New Recurring Orders for B2B Fleet Fuelling
Step 1: Access the Order List
Go to the order list on the Early Warning Dashboard: https://early-warning-dashboard.cafu.app/operations/b2b/orders
Step 2: Create a New Order
Select ‘Create a New Order’.
Step 3: Create a V2 Order
Choose ‘Create a V2 Order’.
Step 4: Unlisted Fuel-Ups
Select whether the order can accept unlisted fuel-ups.
Step 5: Enter Order Details
Add all relevant fields, including:
- Client
- Project Details
- Location
- POCs for the order
Step 6: Set Order Timing
Enter:
- Start Order Date and Time
- Duration of the Order
- Travel Time
The duration of the order determines how much time the truck will stay at the client location.
The travel time is the estimated time taken for the truck to travel from the Cafu depot to the client location.
The travel time field will be removed in the future as B2B orders are incorporated into the routing algorithm in CAFU 2.0.
Step 7: Select Fuel, Truck, and Pilot Details
Choose the:
- Fuel Type
- Truck Details
- Pilot
The pilot selection is not currently used for the order but will be auto-assigned by the system in the future.
Step 8: Add Additional Notes
If needed, add any notes for the pilot, including images of the parking location, if available.
Step 9: Set Recurrence
Under recurrence, choose between:
- Daily Recurrence: Allows creation of orders every day or every X number of days, where X is a whole number.
- Weekly Recurrence: Allows creation of orders on specific days of the week, repeating every week or every X weeks, where X is a whole number.
Step 10: Submit the Recurring Order
Once you have set the required recurrence, click Submit and verify that the order has been created for the client on the specified date and time.