Customer Success & Support Center

Operations

  • Creating a Quote

    < A quote is a useful tool for communicating and negotiating with potential customers, as well as for plan...

    Dec 19, 2017 11:32AM PST
  • Converting a Quote to an Order

    Once a Quote has been accepted by all parties involved, you will want to convert it to an Order, which assigns...

    Aug 02, 2018 01:00PM PDT
  • Creating an Order

    Orders are the primary record in Tailwind, the root to which Shipments and Dispatches are attached. In some ca...

    Oct 02, 2018 04:41PM PDT
  • Dispatching an Order

    Orders represent agreements between you and a Customer to move one or more Shipments of goods. Once it comes t...

    Mar 26, 2019 05:58PM PDT
  • Modifying an Existing Order

    In the transportation industry, everything is on the move, and the details of cargo, routes, and schedules are...

    Oct 02, 2018 04:44PM PDT
  • Modifying an Existing Quote

    Quotes are a tool for communication and negotiation with potential customers — not surprisingly, that means th...

    Oct 24, 2018 04:40PM PDT
  • Working With Dispatches

    Once you have dispatched an Order and the shipment is ready to hit the road, there are two possibilities. In a...

    Aug 08, 2018 11:19AM PDT
  • Advanced Orders & Dispatching

    On a good day, what the Customer wants is very simple: take one Shipment from point A to point B. But other ti...

    Aug 01, 2018 04:55PM PDT
  • Sending an Order to Invoicing

    In Tailwind, an Order and an Invoice are interchangeable – they are the same thing, at different stages of the...

    May 08, 2018 03:51PM PDT
  • Using the Electronic Load & Rate Confirmation System

    Negotiating and confirming agreements with your carriers is a crucial part of every broker’s workflow, and as ...

    Mar 30, 2018 02:18PM PDT

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