--- title: Create New Customer Order using Bill of Lading broker template. description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/create-new-customer-order-using-bill-of-lading-broker-template#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en) 3. [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions) # Create New Customer Order using Bill of Lading broker template.   1\. The template is a feature that eliminates printed broker paperwork. It therefore eliminates the risk of lost paper documents and increases time efficiency. This article shows how the template can be used for a new customer order. Related article: **\[\[How to set up a broker custom template for a BOL ( Bill of Lading)\]\]** **TIP! In Pallet Connect, the Bill of Lading (BOL) is referred to as Delivery Slip.**   2\. Navigate to the main menu. Click "Customers". Click "New Customer Order" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-32-03-1678-PM.png)   3\. Select the customer from the Client drop down menu and complete the order as usual. For example, select pick-up or delivery ( delivery address and date needed) and add stock items for the order. Add notes as needed. **TIP!** See related articles on how to complete a customer order. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-32-08-6595-PM.png)   4\. **TIP!** This step varies from a regular customer order. The broker sales order number and/or the BOL/customer number can be added ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-32-15-8512-PM.png)   5\. Click "Confirm" or "Confirm and Preview" to complete ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-19-7164-PM.png)   6\. To view the BOL, Click "Menu" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-24-8625-PM.png)   7\. Click "Delivery slip" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-29-8066-PM.png)   8\. The Delivery slip/Bill of lading will be identical to the brokers paperwork. This will be emailed to the customer, once the driver has signed to complete the delivery. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-32-34-1088-PM.png)   RELATED ARTICLES: [Creating a new order](https://support.palletconnect.com/hc/en-us/articles/8782661351707?hsLang=en) [How to set up a broker custom template for a BOL ( Bill of Lading)](https://47911182.hs-sites.com/knowledge-base/how-to-set-up-a-broker-custom-template-for-a-bol-bill-of-lading?hsLang=en) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - 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