HOWTO: Create a New Order
From Tailwind Wiki
The following document outlines the creation of a simple order using the most common method. It should be noted however that there are many ways to create a new order. For other examples, see the following documents:
- HOWTO: Copy an Order
- HOWTO: Convert a Quote to an Order
- HOWTO: Create a New Order From a Template
- HOWTO: Create a New Order with the Quick Order Wizard
Overview
The following image represents a typical order entered into CMS:
Video
Procedure
Open a Blank Order Form
This can be achieved by either:
- Navigating to the Order List and clicking the New Form button in the Horizontal Toolbar
- Choosing File → New Order from the File Menu
- Pressing CTRL + O on your keyboard
Set the Customer
The customer is set in the top left corner of the form, and can be typed directly into the field, or can be searched for by clicking the binocular icon.
Set the Customer Reference Number
The Customer Reference Number is the number your customer uses to refer to this order. This information is typically displayed on an invoice, and is searchable from the Order List.
Define the Shipment Information
Shipments indicate each grouping of freight to be picked up and delivered at the same locations. The typical information captured is:
- Commodity
- Packages, Weight and Length
- Pickup Location, Date and Time
- Shipper Reference Number
- Delivery Location, Date and Time
- Consignee Reference Number
The most common orders are entered in One Pick - One Drop, meaning they are picked up at a single location, and delivered to a single location. One Pick - One Drop mode is the simplest and quickest way to enter shipment information into an order, as it can be done right from the order screen.
Set the Receivable Amount
This is typically accomplished by first clicking into the Type column in the receivable charges grid, and choosing the appropriate Receivable Charge Type.
Extra lines can be added to indicate things such as:
- Extra picks or drops
- Waiting Time
- Tarping
Unwanted lines can be deleted by double-clicking inside the DEL column.
Save the Order
Click the Save button in the bottom right corner of the form to save your work, and generate a new unique order number.
