Introduction

In Shipper TMS, you can customize the New Order and Edit Order form by hiding fields your team doesn’t use. This helps keep order creation clean and consistent—especially for teams that want to standardize what information is collected on every order.

How to Manage Order Fields

Use the steps below to choose which fields appear on your order form. You can access this from the left menu, or directly from the order screen while you’re creating or editing an order.

Step 1: Open Manage Order Fields

This step shows you where to find the Manage Order Fields page.

1. Log in to your Shipper TMS account.
2. In the left-hand menu, click the Name in the Bottom left-hand corner.

3. Then click Settings. 

   

   • You can also click Manage Fields directly from the New Order or Edit Order screens.

   

Step 2: Choose Which Fields Show on the Order Form

This step explains how to hide or show fields for each section of the order form.

1. Open the section of the form you want to customize.

2. Check or uncheck the boxes next to fields to control whether they are visible or hidden.

   

Step 3: Save Your Changes

This step confirms how to apply changes and verify the updated form.

1. Click Save to apply your changes.
2. Return to the New Order or Edit Order screen to confirm the form now matches your updated field settings.

Important Notes

These notes explain permissions and what to do if you don’t have access.