521-03: How to Create Order in AtlasNet

This overview outlines the process for creating an order in AtlasNet, from setting up a customer file to generating an estimate and rolling it to registration.

Purpose:
Ensure accurate customer records, correct estimate creation, and smooth registration of shipments in AtlasNet.

Key Areas:

1. Customer File Creation:

   • Create a Customer File in AtlasNet Customer Manager before starting an estimate (required for linking and registration).

   • Search for an existing customer or add a new one using name, phone, email, or lead ID.

   • Enter customer details (address, phone, email) and save.

2. Business & Tariff Assignment:

   • Assign the appropriate business and tariff line (e.g., 52103) before generating the estimate.

3. Estimate Generation:

   • Generate the estimate; information auto-populates once the customer file is linked.

   • Complete shipment information:

     • Input weight (example: 8,000 lbs).

     • Select tariff, account code, payment type, valuation, and containers.

     • Add load and delivery dates (ensure effective date matches load date).

     • Assign origin and destination depot agents.

4. Additional Charges:

   • Add packing and other charges, either standard or custom via advanced charges.

5. Review & Finalize:

   • Review the estimate to verify transportation and container charges appear correctly; missing charges may indicate a vault service does not apply to that location.

   • Once approved by the customer, roll the estimate to registration.

Key Takeaway:
Accurate customer files and careful verification of charges and details are critical to prevent registration errors and ensure smooth processing of shipments in AtlasNet.