New Order Screen - Add Mode

What is Add Mode?

Add Mode is used to create a new order in the New Order Screen.
This is where users enter all required order details, including customer, shipment, and transportation information.

When to Use Add Mode

Use Add Mode when:

• A new order needs to be created in SWS

• No existing order record is available to update

• Manual entry is required for new shipments

How to Enter Add Mode

1. Navigate to the New Order Screen

2. Press CTRL + N to enter Add Mode

3. The screen will display blank or editable fields for a new order entry

Entering Order Information (Add Mode Workflow)

Use the image above as a reference for entering a new order. The screen is organized into key sections that should be completed in a top-to-bottom workflow.

1. Enter Core Order Details

• Begin with required identification fields (such as customer, order references, or system identifiers)

• These fields establish the order record

2. Complete Customer & Billing Information

• Enter or verify:

  • Customer name/account

  • Billing details

• Ensure accuracy, as this drives invoicing and reporting

3. Enter Shipment Details

• Provide shipment-specific information, such as:

  • Commodity or load details

  • Equipment/container information (if applicable)

4. Enter Origin & Destination Information

• Input pickup and delivery locations

• Confirm address/location selections are correct

5. Enter Transportation Details

• Enter movement-related data, including:

  • Carrier (if assigned)

  • Routing or movement information

6. Add Appointment Information (When Required)

• If appointment details are needed:

  • Launch the Appointment modal from the applicable section

  • Enter required appointment date/time details

7. Review the Order for Completeness

Before saving:

• Confirm all required fields are populated

• Check for missing or incorrect data

• Review all sections (customer, shipment, locations, transportation)

8. Save the Order

• Select the Create Order button to save and create the new order

• If entering multiple orders, select Create & New

  • This will create the current order

  • Then return you to a blank screen in Add Mode to begin the next order

Key Tips for Add Mode

• Use CTRL + N as a quick way to enter Add Mode

• Required fields must be completed before saving

• Work through the screen in a logical sequence (top-to-bottom)

• Use dropdowns/lookups to ensure accurate data entry

Common Mistakes to Avoid

• Skipping required fields before saving

• Entering incorrect customer or location data

• Forgetting to add appointment details when needed

• Not reviewing the order before saving

Summary

Add Mode allows users to create a new order by entering all required information directly into the New Order Screen. Using CTRL + N provides a quick way to begin a new order and helps streamline the process.