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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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:
Pressing the button will insert a new blank stop. To configure the stop with the location and stop type click on the stop header:
In the stop information screen enter in the type of stop that you are adding; pickup, delivery or None (this can be a waypoint or boarder crossing etc). Enter in the remaining address fields or search for a customer record by pressing the magnifying glass button in the Company ID field. Scroll to the bottom of the screen and enter in the required stop arrival and departure dates/times.When you are finished presss the Unsaved Edits button on the top right side of the tab; which will bring you back to the stop summary screen.
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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 There are two options to adding freight to an order. When you start a new order there will be a new tab that you can click on called freight details.You can also 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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