Order Create

Step 1: Navigate to Create Order Page

• After logging in, you'll be directed to the dashboard or main page of the Axis TMS.
• Look for the "Create Order" button/link and click on it to start creating a new order.

Step 2: Enter Customer Charges and Stop Details

1. Select Charges:
   • In the order creation form, locate the "Charges" section. Here you can specify the charges associated with the order, such as freight charges, handling fees, etc.
2. Select Customer:
   • In the "Customer" section, choose the customer for whom you're creating the order. You may have a dropdown menu or a search bar to help you find and select the customer.
   • This is the customer that will be paying you for moving the freight.
3. Add Stops (Pickup and Delivery):
   • In the "Stops" section, you can add pickup and delivery stops. Click on the "Add Stop" button to start adding stops.
   • For each stop, you'll need to provide the location details (address), date/time for pickup/delivery, and whether it's a pickup or delivery stop.
4. Add Stop Details:
   • For each stop, provide the following details:
     • Date/Time: Specify the date and time for the pickup or delivery.
     • Pieces, Weight, Commodity Type: Enter the number of pieces, total weight, and the type of commodity being shipped.
     • DIMS: Enter the dimensions (length, width, height) of the shipment if required.
     • Pickup or Delivery Number: Provide any relevant pickup or delivery numbers.
     • Truck / Trailer Type: Select the appropriate truck or trailer type for the shipment.
     • Notes: Add any special instructions or notes for the driver to view on the mobile app.
5. Add Multiple Stops:
   • If the order has multiple stops, click on the "Add Stop" button again and repeat the process for each additional stop.
6. Upload Confirmation or Sync with Broker API (if applicable):
   • If you have confirmation documents or need to sync with a broker API, you can do so in this section. Upload any necessary files or integrate with the API as required.
7. Confirmations:
   • Confirmations will automatically be faxed or emailed upon order creation. You may see a confirmation checkbox or option to enable/disable this feature.
8. Additional Custom Reference Slots:
   • If there are any additional custom reference slots required for your order, you can fill them out in this section.
9. Assign Shipment Groups:
   • If you want to filter the shipment workflow by assigning the order to specific shipment groups, you can select or create these groups in this section.

Step 4: Review and Submit

• Once you have entered all the necessary details for the order, review the information to ensure accuracy.
• Click the "Submit" or "Create Order" button to finalize the order creation process.

Congratulations! You have successfully created an order in Axis TMS, including customer charges and stop details.

Remember that the interface and specific steps may vary based on the version of Axis TMS you are using.