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.
How to Add a Stop to an Order
If you are adding a new stop to a card for the first time (there are no other stops). Click on the Order Details Tab and then select the + button beside the Stop Summary header:
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when you press this button you will have the option to insert a stop before or after the stop that you have selected.
How to Remove a Stop From an Order
If you have a stop on your order that you would like to remove you can do so by clicking on the X on the right side of the stop segment.
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NOTE: There is no confirmation when you delete a stop so be cautious about pressing that button.
Rearranging Stops on Orders
You can rearrange stops within a card by dragging them up and down the stop list. You cannot drag an incomplete stop above a completed stop.
Add Freight to an Order
To add freight details to an order press the + button at the top right side of the card and press the freight option under the Add section of the 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.
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