---
title: Routing Setup Orders
description: "To establish Routing service for a customer, you first have to create a Routing Setup order. Click the Create Order button and select Commercial or Residential Route.    Tip: Although the Unit Price o"
---

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# Routing Setup Orders

To establish Routing service for a customer, you first have to create a **Routing Setup order**. Click the Create Order button and select Commercial or Residential Route. 

8/7/25: We have launched two new pickup frequencies: **Every 4 Weeks** and **Monthly!**  

### Creating the Order

- **Customer:** Search and select an existing customer. The customer must have Commercial and/or Residential Route added as a Service in their profile.
- **Location:** Select an existing Location or create a new one. This will be the service address of the pickup.
- **Sale:** Input the sale date. You can also optionally add in contract information.
- **Collection Details:**  
    - **Product:** Select the product size e.g. 4 Yard, 96 Gallon, etc.
    - **Qty:** Number of products to pickup
    - **Delivery Required:** Check this box if a product delivery is required when starting service, and select a Delivery Date
    - **Order Type:** Recurring vs. On Call pickups
    - **Waste Stream:** Select the waste stream for this order e.g. Recyclables, MSW, etc.
    - **Service Start Date:** The date of the first pickup.
    - **Frequency:** Weekly, Biweekly, or Monthly (***New!***) 
          - If you choose Monthly, you must also select the week (First, Second, Third, Fourth, or Last). This can be changed later on the Route Plan page.
            
            ![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Aug-07-2025-10-15-14-4328-PM.png?width=324&height=262&name=image-png-Aug-07-2025-10-15-14-4328-PM.png)
    - **Number of Pickups:** Number of pickups per week
    - **Preferred Pickup Days:** Your customer's preferred day(s) for pickup

![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Jun-11-2025-08-51-19-7249-PM.png?width=670&height=360&name=image-png-Jun-11-2025-08-51-19-7249-PM.png)

- **Additional Details:** You can ignore these fields - they are used for Dumpster and Live Load orders.

![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Jun-11-2025-09-05-45-6196-PM.png?width=670&height=182&name=image-png-Jun-11-2025-09-05-45-6196-PM.png)

- **Price List:** Select the relevant price list to be used. This is where Additional Charges will pull from.
- **SKU:** Do not select. Selecting a SKU will prevent you from selecting a Recurring Billing Cadence.
- **Recurring Billing Cadence:** You must select a Recurring Billing Cadence if you want the system to generate recurring invoices for the order.

**Tip:** Although the Unit Price of the Recurring Billing Cadence is configured in Settings, you have the ability to **override** the billing amount by clicking on the Unit Price. In the pic below, you would click on Unit Price - $105 to change the amount. 

![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Jun-11-2025-09-06-03-8126-PM.png?width=670&height=367&name=image-png-Jun-11-2025-09-06-03-8126-PM.png)

 

### Editing the Order

If you need to make changes to the Setup Order, such as pricing, frequency, number of pickups, or to **Terminate** or **Pause** service, you must navigate to the Location page. 

#### Orders Page

When you view the next scheduled pickup on the Orders page, you are presented with a link to the Set Up Order.

![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Jun-17-2025-09-19-22-7508-PM.png?width=392&height=179&name=image-png-Jun-17-2025-09-19-22-7508-PM.png)

#### Locations Page

If you navigated to the Location page of the service, you will see the Setup Order under Overview → Location Services.

![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Jun-17-2025-09-22-02-7462-PM.png?width=670&height=205&name=image-png-Jun-17-2025-09-22-02-7462-PM.png)

 

 

*Updated: 8/7/25*

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