Creating an order

At the very start of the TransMaS journey is the order creation. The main principle of the system is taking your orders from creation to invoice.

Creating an order may seem daunting at first look but it's very easy and hopefully, this guide will talk you through it.

Where do I begin?

The first thing you would need to do is create the sales order. There are 2 ways of doing this. The first is clicking the + on the top middle and clicking order. The second and easier way of doing it is by pressing F8 anywhere in the system. This will bring the create order screen up so you can quickly add it from anywhere.

What do I need to create the order?

When creating the order there is a minimum amount you need. Don't worry I'll explain what each box is and how they work. All of the boxes that are required are helpfully marked as [REQUIRED]

Here are the tabs and what they mean:

• Customer - This is which customer the order is for
  • If they don't appear you may need to create them in the Admin > Customers screen first
• Customer reference - This is a reference number. This can sometimes be required depending on the customer
  • To make a customer reference be required tick the box under Admin > Customers > Customer > Details
• Order Type - This is the type of load for example BULK, GENERAL, etc.
  • If it is a new type this can also be added under the Admin > Order Types
• Service Level - This is the level of service the customer is getting, for example, same day, next day, standard.
  • To set this up it is under Settings > Service Level
• PO Number - This is the purchase order number
  • This can also be marked as required under Admin > Customers > Customer > Details
• Container used - This is the container that will be on the back of the vehicle
  • This can be set up under Admin > Containers
• Require documents - If this is ticked it will mean the order cannot be completed with documents
• Internal notes - These are notes that can be added to the order but will only appear internally on the order

C & D Details = Collection and delivery details

• Location - This is the location for collecting / Delivering the product
  • This can be set under Admin > Locations
• Collection / Delivery reference - This is normally collection /  delivery numbers
• Date & times - This will determine when the order appears on your scheduled work to allocate to your drivers
  • The text box underneath it is collection notes which can appear on the driver's app

Products

• Cargo Name - This is the name of the product

  • This can be added under Admin > Products

    
    

• Quantity - Is the ordered amount of the product

  
  

• Units - This is a second box for the amount of product if needed (ie weight or volume)

  
  
• Consignment Rate - This is the total rate for the consignment 
  • If you tick the delivery quantity (CPT) box this will add the consignment rate as a cost per ton.

Your Journey estimates are an estimate of how long this entire consignment will take to be completed.

How do I do a multi-trip order?

We make that nice and easy. In the top right of the order screen, there is a + icon.

This will allow you to create a new leg of the order that will allow you to input the next leg of the order. When you are looking at the order each leg will show as different consignments.

To finish completing the order please click create order and this will add you order to TransMaS