Welcome to the Logistik Technologies wiki. This documents all of the features of the Logistik Courier software package.

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Order Creation Form

To create an order, open the “Order Creation Form”. You can do this by clicking “Submit Order” from the dashboard, or by clicking the action button in any of the order widgets, and selecting “Submit Order”. Please note that when using the action button to open an order form, it will open inside the widget. To open a full screen order form, you can use the blue “Submit Order” button, or right click on the Submit order option from the action menu and select “Open Link in New Tab”.


Within the order creation form, you’ll notice several distinct areas. We call these areas “Cards”. Each card has a set of data pertaining to a specific part of the software. The first card you’ll be presented with is the “Order Details” card.

Order Details

The first thing you’ll need to do when submitting an order is to select which customer you’ll be billing for this order. This will always be the first dropdown in the order creation form. From there you’ll select which service type the order requires, and the type of package. There is a special instructions field within the “Order Details” card that is “order-wide”. This means that your drivers can see these special instructions from the “More Info” tab within their app, regardless of what stop they have highlighted. You can also select any required endorsements for the order. The last option within the “Order Details” card is the “Select Driver” dropdown. This allows you to directly dispatch an order to a driver upon submitting the order. Please note that when you have a driver selected, you will have a new checkbox appear that asks if you want to “Dispatch to this driver”. By default this is checked, however if you want to assign the order to the driver without dispatching it to them, you can uncheck the box. This is useful for planning out a drivers schedule without confusing them. Please take note of the “Add Stop” button and “Round Trip” Check boxes, we’ll cover those in the next section.


The next card is the “Origin” card. This card specifies where the order will be picking up at. You can begin typing in either the “Location Name” field, or the “Street Address” field to enter the Origin for your order. If you have the location for your order already saved, it should show up in the dropdown as you begin typing. Please note, you are able to “Star” commonly used locations within the customer location list. Starred locations will automatically be brought to the top of the list. This is handy for Customers that always pick up at one, or a few, locations as it will cut down the amount of typing you need to do to select the location. After you’ve entered the “Location Name” and the “Street Address”, you’re given the option to include “Special Instructions”. The special instruction fields in any of the “Stop” cards are unique to that stop, so the driver will have to have that specific stop highlighted in order to view those special instructions. Next on the card is the “Pkg Ref” field. This field is used if there is a specific reference number, or PO number, that is unique to that stop. This can be especially handy if a driver is doing an order with multiple stops, and has packages that look similar but have labels with reference numbers on them. The field next to the “Pkg Ref” field is a description of that package. For example, I might have an order where our customers PO number is “M244-5K”, where they placed an order at “XYZ” company with the PO “S0001112.001”. For the customers billing purposes, they need our order to be billed out with their PO number, but our driver needs the vendor PO number in order to pick up at “XYZ” company. Please note that you can use button with the “+” symbol to add additional packages to a stop. The last field(s) you’ll see on the “Origin” card are the “Contact” fields. This will include a contact name and/or phone number the driver can use if they need assistance.


The next card is the “Destination” card. This card is identical to the “Origin” card, so you’ll go about filling out this card in the same way as you filled out the “Origin” card. If your order has more than 1 destination, you can use the “Add Stop” button in the “Order Details” card to add a stop to the order. When you do this any stops in between the “Origin” and “Destination” cards will be numbers “Stop X”. If you have an order that starts at the origin, goes to the destination, and then returns to the origin you can simply check the “Round Trip” box in order to automatically add a “Return to Origin” stop to the order.

Billing Details

Moving on the the next card we have the “Billing Details” card. The first field in the “Billing Details” card is the “Reference number”. More often than not, this will be the only place you need to enter a reference number for an order. Below that we have the “Billing Reference Number”. This field will auto-populate when you fill in the “Reference Number” field, but can be changed if necessary. This can be useful for customers that keep track of charges under different PO’s than their work order’s reference number is. The next field is for “Internal Notes”. This can be used to keep track of any notes related to the order, without the customer or driver being able to see the notes you make. We also have fields for “Weight”, “Volume”, and “Pieces” in this card. These fields can be used to generate charges based on the price list you’re using.


The next card is the “Schedule” details card. This card includes the Pickup and delivery windows. These fields will auto populate when a service type is selected within the “Order Details” card, however they can be manually adjusted if need be. If you have an order that has specific windows for pickup and delivery, you can click on the “More Options” button. This will allow you to specify specific times for when the order is available to pick up, and specific times for when the order is available to be delivered. This is useful if you have an order that is ready to pick up at, lets say, 9am, but can only deliver between 1pm and 1:15pm. In this scenario, most companies bill this as a “direct” service type, but having the ability to get the package loaded up earlier can be beneficial.


The last card in the “Order Creation Form” is the “Charges” card. This card includes a list of all charges associated with the order. Most of the time, orders get submitted without adding charges, however you can add and calculate charges at any time throughout the life of the order. Clicking the “Add” button will bring up a modal that has a dropdown titled “Select Type”. Clicking the dropdown will bring up a list of any charges that are part of the Price List used for the customer the order is currently for. Upon selecting the type of charge, you’ll be presented with any information that related to that charge, and you’ll be allowed to edit the charge before adding it to the order. When you’re ready to add the charge, click “Add” in the lower right corner, or to cancel, click cancel. After you’ve finished adding charges, if you decide to modify them at order creation, you can click “Submit Order” up in the top banner to finish submitting your order.