9. Yellow box information must be entered 1. Enter truck # 2. Select company truck or owner operator truck 3. Select the driver from the list. 4. Enter owner operator paid by mile rate or % rate. 5.Must select drivers company name Click on safety and enter all safety, insurance ,emission, it will remind you 15 days before safety expires. Next step Same steps to be used to create new trailer and driver
14. TO ENTER NEW CARRIER1. Go to Master entry2. Click on carrier3. Enter all the details of carrier.4. Select safety tab enter carrier insurance and other expiriesand click on save.
16. 1. Click on day to day entry2. Click on order confirmation 3. Click on new
17. 1. Select customer2. enter the order # 3. Enter charges.4. Select currency US or CDN Go to next tab for Shipper
18. 1.Select the shipper 2.Select pick up date3.Enter Pick up #4. Enter other details e.g.. skids, wgt etc.5. Select LTL or Full Load 6.click on drop down to add the shipper and enter another shipper if there is more than one pick up DROP DOWN Go to next tab for consignee
20. 1. Select consignee 2. Enter delivery date Click on drop down to add the consignee and enter another consignee details if there is more than one delivery DROP DOWN
21. Click on save to save the confirmation Note the order confirmation number
22. Electronic Dispatch Board 1.How To Dispatch an Out bound Load? 2.How To Dispatch an In bound Load? 3.How To Dispatch LTL Loads?
23. 1.This is un dispatched load, select it 5.Click save Select Truck 3.Select Driver(s) 4.Select Trailer
24. During the dispatch it will remind you for safety due for truck, driver, trailer
25. 1.Define rates/currency, pick/drop charges for o.op 3. Click print/save 2.Define actual route for driver’s pay
26. Now load will appear here, means truck on the road Truck/Driver/Trailer location will be updated
27. 2.Click on delivered check box if the load is delivered.(only for out bound loads) 3.Save It 1. Click on check box for load status
28. Green (in Bound Load) Red (Out Bound Load) This is In bound Load for this Out bound load Red Showing It is Out bound Load
29. 1. To Dispatch In Bound Load select load 2. Select this load 3. Click Save/print
30. Change City To Define actual Route for driver pay
34. To Complete The Round Trip Check On In Bound Next Window Check On Delivered Then Competed Round Trip And Then Check On Trailer Status And Save Load Is Completed For Invoice
36. After Complete The Round Trip Now Time To Invoice Customer Click On Day To Day Entry Invoice Customer Click on New
37. 1.Highlight Invoice 2.If you have any other charges like lumper, waiting time, fuel surcharge etc. 3.If sending invoice for factoring click here 4.Click On Print
38. HOW TO ENTER TRIP EXPENSE 1.Enter all your expenses related to truck & trailer (repair, fuel, permits, tolls and other )in trip expenses under day to day entry
41. 2.TRANSACTION DATE 1.PICK VENDOR 3.SELECT TRUCK 4.EXPENSE TYPE 5.SELECT STATE 6.SELECT CURRENCY AND ENTER LITRES AND AMOUNT 7.MARK FOR GST REFUND 8.CLICK ON DROP DOWN AND SAVE TO SAVE THE INFORMATION
43. What Is Split Load? When load is done by more than one truck. e.g. A load is coming from OH going to Montreal OH Yard Your truck Yard Montreal Your another truck OH Yard Your truck Yard Montreal Outside Carrier OH Yard 1st Carrier Yard Montreal 2nd Carrier
44. 1.To split the order select the trip 2.Click on modify main order
57. Go to day to day entry click on trip-posting/settlement
58. 3.Click on company if driver paid by company truck 1.Select truck number 2. Select trip
59. 1. Select trip 2.It will show you all your expense related to trip which is entered in trip expense included fuel 3.Click on route to define the route
60. When you click on route it will show you route. Define the route according to drivers pay route.
61. 1.You can do your changes here DROP DOWN BUTON 2.To define the route highlight the route 3. Enter miles here click on drop down
62. You can put all the driver expense here to pay the driver or deduct the driver
69. 1.CHECK MARK ON THE TRIP 2.IT WILL SHOW YOU ALL THE EXPENSE IF YOU ALREADY ENTERED IN TRIP EXPENSE
70. 1.CLICK ON ROUTE TO MAKE A ROUTE 2.HIGHLIGHT TRIP TO ENTER THE MILE & CHANGE THE CITY
71. 1.IF YOUR CITY NOT IN ORDER HIGHLIGHT TRIP GIVE THE STOP # AND CLICK ON DROP DOWN AND CLICK ON GET MILE TO MAKE IN ORDER OF TRIP 2.ENTERED THE MILES CHANGE THE CITY IF REQUIERED CHANGE THE DATE IF REQUIRED CLICK ON DROP DOWN BUTTON TO ENTER .ENTER MILES FOR ALL TRIP # 3.CLICK ON OWNER OPERATOR FOR NEXT STEP
72. TOTAL MILES RATE PER MILE 1.IF YOU WANT TO PAY ANY EXPENSE TO OWNER OPERATOR HIGH LIGHT EXPENSE TYPE
73. 2.ENTER THE DESCRIPTION HERE 3.IF YOU ARE PAYING SELECT ADD IF DEDUTING SELECT LESS 1.ENTER THE AMOUNT & SELECT THE CURRENCY 4.CLICK ON DROP DOWN TO ENTER AND CLICK ON PAY ABLE
74. 1.IF YOU ARE NOT FINISH YOU CAN SAVE TO CLICK ON SAVE 2.IF YOU HAVE FINISH UNMARK PAY CURRENCY WISE AND CLICK ON POST IN G/L TO POST THE TRIP
78. 1.PICK UP THE TRIP IT IS SHOW ALL THE EXPENSE IF YOU ENTERED IN TRIP EXPENS AND AUTOMATICALLY DEDUCT FROM OWNER OPERATOR PAY CLICK ON ROUTE IF YOU WANT MAKE A ROUTE FOR % OWNER OPERATOR
79. OWNNER OPERATOR GROSS EANING 1.TO PAY OR DEDUCT SELECT EXPENSE 2.ENTER THE AMOUNT AND SELECT THE CURRENCY IN DESCRIPTION ENTER THE DESCRIPTION IN ADD/LESS IF YOU ARE DEDUCTING ENTER LESSS IF PAYING ENTER ADD AFTER ENTERING ALL THE INFORMATION CLICK ON DROP DOWN BUTTON TO SAVE THE IN FOR MATION AND CLICK ON PAYABLE FOR NEXT
80. 1.IN PAYABLE IF YOU ARE PAYING CURRENCY WISE LEAVE IT MARK IF YOU ARE PAYING ONLY CANADIAN CURRENCY UNMARK IT 2.IF YOU ARE NOT FINISH CLICK ON SAVE TO SAVE THE INFORMATION 3.IF YOU HAVE FINISHED CLICK ON POST IN G/L TO COMPLETE THE PAY
