Skip to main content

How to Manage Order Fields

Sam
Updated

Introduction

In Shipper TMS, you can customize the New Order and Edit Order forms by hiding fields your team doesn't use. This keeps order creation clean and makes sure every order collects the same information. Changes apply to your whole company.

Note: By default, only users with Admin permissions can manage order fields. If other roles on your team need access, ask your Admin to review their permissions.

How to Manage Order Fields

Step 1: Open Manage Order Fields

  • In Shipper TMS, click your name in the lower-left corner and select Settings.
Shipper TMS account menu opened from the lower-left corner with Settings highlighted between Manage Users and Subscription Details
  • You can also click Manage Fields next to the title on the New Order or Edit Order screen.
Edit Order screen in Shipper TMS with the Manage Fields link highlighted next to the Edit Order title

Step 2: Choose Which Fields Show

  • On the Manage Order Fields page, expand a section of the form, such as General Info, Vehicle, Customer, Pickup, or Delivery.
  • Turn fields on or off to show or hide them on the order form.
Manage Order Fields page in Shipper TMS listing expandable order form sections, including General Info, Vehicle, Instructions, Customer, Pickup, and Delivery, with a toggle on the Customer section

Step 3: Save Your Changes

  • Click Save.
  • Open the New Order or Edit Order screen to confirm the form matches your settings.

Next Steps

Form set up the way you want? Learn how to create and post an order.

Related articles