Creating an Order Tailwind CMSTM

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Creating an OrderTailwind CMSTM
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1. Click on the Orders Icon - and the order
screen opens.
2 . Click on the New Form Icon - and a New Order
Form opens.
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1. Enter the customer by clicking on the select
button.
2. Highlight the customer of your choice and
click on OK.
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1. Click on the down arrow to select the contact.
2. Click on Add Shipment to enter the 1st
shipment.
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1. Fill in the new shipment form Enter at least
Commodity,Weight and Length
2. Enter the Shipper by clicking on SELECT.
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1. Highlight the location of your choice and
click on OK.
2. If you do not find the location you require,
then click on Show All.
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1. If you still do not find the required
location, then click on Add.
2. A new location form will open up. Enter the
information for the new location and click
on Save Close.
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1. Close the Active Locations List and the new
location is the Shipper.
2. Enter the Sched Pickup by clicking on the down
arrow and selecting the date on the calendar
that has opened up.
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1. Enter the Sched Pickup time by clicking on the
down arrow.
2. Click on the flag beside appointment if one
has been scheduled.
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1. Repeat the same procedure to complete the
Consignees information. Click on select and
choose or enter a location. Click on down
arrow beside Sched Delivery and select a date.
Click on down arrow and select a time. Click
on the appointment flag if an appointment is
scheduled.
2. If the shipment is crossing the US/Canadian
border then click on the down arrow beside
customs broker.
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1. If there is not a broker in the scroll down or
the one you require is not in the scroll
down list, then click on the new button and
complete a new Customs Broker record.
2. Once you have selected the Customs Broker,
then click on the down arrow opposite the
Border Crossing. If you require a different
crossing, then appears in the drop down list
you will need to edit the Customs Broker
record to include that crossing.
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1. Click on Save Close and the order now
contains one shipment. To add another
shipment click on Add Shipment and repeat steps.
2. Click on the white box below the column
heading Type in the Receivables tab.
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1. After clicking in the box a drop down list
should appear. Select Freight Charge.
2. Click on the box displaying 0.00 and enter
the freight charge.
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1. Click on the box under column heading FSC
and select a Fuel Surcharge from the drop down
list. (To add to this list see System
Configuration)
2. Click on the box under column heading Tax
and select a Tax Type from the drop down list.
(To add to this list see System Configuration)
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1. An order can have an unlimited numbers of
shipments. Each shipment can be allocated to
a specific freight charge.
2. Click on the box under column heading
Shipment and select a specific shipment
from the drop down list.
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1. Your order is now complete. Click on Save.
2. The next step is to Dispatch the Order.
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End of Creating an OrderTechnical
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