Orders and segments in VIA® are similar. You can create both with stops, freight, billing and costing information on both card types. The main difference is that you can join multiple orders onto one segment. In an LTL environment, a segment could be considered a trip while the orders would be the individual orders on the trip. In VIA®, you don't need to put orders on segments to move them; as you can assign resources and move orders through to completion on their own if that meets your business requirements. While these instructions are geared towards orders, you can use much of this information to create segments as well as orders.
The following instructions will include how to do the following:
- Add Stops to an Order
- Remove Stops from an Order
- Rearrange Stops Within an Order
- Add Freight to an Order
- Add Accessorial Charges to an Order
To create a new card, open an order type board and click on the list that you want to add the card to. Press the plus button on the list. For more information on adding a card click here to go to the create a new card section of the help menu.
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This will insert a new tab called freight details onto your card. From this tab, you can add commodity, class, and dimension information for your freight details. From within this tab, you can also assign your freight details to a specific stop if you like from within this tab.
Add Accessorial Charges to an Order
To add an accessorial charge to an order click on the + button at the top right side of the card and select Accessorial under the add section of the menu.
From within the Accessorial popup screen enter in the accessorial code you want to charge to the customer. Determine if the units will be in hours (for charges like waiting time) or by dollars. Finally, enter in the amount of the accessorial charge and press Add Accessorial to complete the process. Any accessorial charges that you add to the card will appear on your accessorial tab
You can continue to add additional charges using the method above or, you can press the plus button on the accessorial tab to add more charges to the order.