Create Shipment – Single Stop and Multi-Stop Route Planning in Transport Management Software | iShiply.com
Create
worxTMS’s Create Shipment page lets you easily manage single stop deliveries and more complex multi-stop routes, all designed for modern logistics, courier, and freight operations. Below, see step-by-step guidance for both shipment types.
Single Stop Shipments

Step 1: Enter Shipment Details
- Select Customer: Link the shipment to the right customer—applies any customer-specific pricing and gives access on their dashboard.
- Current Credit: See the customer’s available credit (if enabled).
- Price & Currency: Enter the shipment price, Currency will be imported from Xero!
- Order Date: Set the shipment date—backdate or schedule for the future.
- Branch: Assign the shipment to the correct depot or branch.
- Customer Reference: Use any order/job number or tracking code. Appears on all docs and is searchable.
- Shipment Weight & Unit: Enter weight and units for compliance and vehicle planning.
- Select Service: Choose service level (Standard, Express, etc.)—affects pricing and scheduling.
Pickup & Drop-off Address
- Search Address: Use Google Maps autocomplete for instant, accurate entry.
- Map/Satellite View: See and adjust the pin for exact pickup/drop-off.
- Company Name, Contact Person, Contact Number: All key for delivery success and driver manifests.
- Street, City, Province, Country, Postal Code: Auto-filled, but editable for total control.
- Pickup/Drop-off Date, Ready/Open Time, Close Time: Set all time windows for efficient scheduling.
Best Practice: Double-check addresses on the map, and always add contact numbers to avoid failed deliveries.

Step 2: Route Order (Automated)
- For single stop shipments (just one pickup and one drop-off), route order is set automatically: Pickup is Stop 1, Drop-off is Stop 2.
- No need for manual sorting or drag-and-drop. Just review and continue!
- Stop order is shown in the summary and locked to ensure driver accuracy.
Note: Single stop route order is fully automated for your convenience—perfect for standard deliveries.
Multi-Stop Shipments

Step 1: Enter Details for Each Stop
- Add Another Stop: Click to add as many shipments as you need for the same driver/vehicle.
- Each Stop: Has its own pickup/drop-off, address, contact, times, and route order.
- Remove Stops with the (X) button if extra ones were added by mistake.
- All Above Fields Apply: Each pickup/drop-off pair uses the same fields as single stop.
Pro Tip: Use multi-drop to combine deliveries and reduce costs—just make sure your route order matches the driver’s real-world plan!

Step 2: Route Order (Manual Selection)
- For multi-stop shipments, you choose the order the driver must follow. Just click each pickup and delivery card in the order you want the stops completed.
- If pickups are at the same location, they’re automatically grouped into a single stop for efficiency.
- If you make a mistake, click Reset and start again.
- We're working on an Auto Route feature, but for now manual selection gives you full control.
Tip: Manual ordering is perfect if you have time windows or special instructions for certain stops.

Step 3: Route Order Complete
- Once you’ve clicked all stops, the route order is locked and visible at a glance—pickups first, then deliveries.
- If you need to make changes, use the Edit Route option before finalizing the shipment.
- The system is being improved for even faster Auto Route options!
Shipment Workflow
- Select your customer and fill in main shipment details (price, reference, service, etc.).
- Enter pickup and drop-off address details. Use the map for accuracy and fill in all contact info.
- (Optional) Add Another Stop for multi-drop runs.
- Set route order:
- For single stop: route order is set automatically.
- For multi-stop: click pickup/delivery cards in the exact driver order you want. Stops at same address are grouped.
- Double-check all details, then click Next to review and confirm your shipments.
Pro Tips & Best Practices
- Use Google Maps autocomplete for speed and accuracy—avoid manual typos in your logistics workflows.
- Fill in all contact numbers for every stop—drivers rely on these!
- Ready/Open and Close times help drivers plan. Be realistic to avoid missed windows and optimize fleet routes.
- For multi-drop jobs, plan your route order for the most efficient path (or let the system optimize if available for your transport management solution).
- Always check route order and address on the map before finalizing your shipment creation.
- If you’re unsure about any field, hover for tooltips or ask support!
Frequently Asked Questions
- Can I create a shipment without a customer?
No, a customer is required for every shipment to ensure proper tracking, billing, and compliance in your logistics management system. - Is there a limit to the number of stops in a multi-drop shipment?
The system supports dozens of stops, but check with your plan or admin for any specific limits in your transport management software. - Can I reorder stops after adding them?
Yes, you can click the cards to set the order, or drag and reorder if your system supports this feature. - What if the address autocomplete doesn't find my location?
You can manually enter or adjust all address fields after using the map for best accuracy. - Do I need to fill in Ready/Open and Close times?
They're optional, but highly recommended for efficient driver scheduling and fewer missed deliveries.