Dispatch Instructions:
To get started go to the main dispatch page and click on add a dispatch at the top.
Enter Customer:
Start typing your customer name (first three letters) and the drop down address search window will appear. If you do not see your customer there then you will click on create new. The create new address window will open, and you can enter all the information about your customer. When you save this information your customer will be displayed in the customer window on your dispatch, and will become part of your permanent records. The next time you need this customer just start typing the first three letters of the customer and you will see it in the address search window. Then you can just click on it and move on.
Enter Driver:
Use the drop down arrow next to the driver display window. If you have not entered any drivers yet then click on create new driver. The driver entry window will open. Enter all of your driver information including license and medical card expiration dates. You will get alerted on your dashboard when these items are near expiration. After you save this information your driver will be displayed and this information is added to your permanent records. The next time you enter a dispatch you will simply use the drop down arrow and select you driver.
Enter Truck:
Use the drop down arrow next to the truck display window. If you have not entered any trucks yet then click on create new truck. The truck entry window will open. Enter all of your truck information including license plate and inspection expiration dates. You will get alerted on your dashboard when these items are near expiration. After you save this information your truck will become part of your permanent records. The next time you choose the same driver this truck info will automatically update.
Enter Shipper:
Click on the Add Shipper button. This will open your shipper input section. In the shipper search window start to type the name of your shipper. If you have not entered this shipper yet then create new. This will open a window to enter all of your shipper information. When you save this information will become part of your permanent records. Next is the date. When you click on the date entry box you will see a calendar to the right of the box. Click on the calendar and select your ship date. The rest of the information is optional. You can fill it in now or come back later to fill the rest in. Next you can enter more shippers as needed.
Enter Consignee:
Click on the Add Consignee button. This will open your consignee input section. In the consignee search window start typing the name of your consignee. You should type at least the first three letters of the consignee then if you don’t see it there click on create new. Then the create new input box will open and you can enter all of the information for this new consignee. When you click save this information will become part of your permanent records. Next is the date. Click on the calendar entry box and a calendar will appear to the right. Click on the calendar and select your deliver date.
Enter Fees:
This section is simply number entry. It is also optional. You can enter in the fees now or come back later and enter them.
To get started go to the main dispatch page and click on add a dispatch at the top.
Enter Customer:
Start typing your customer name (first three letters) and the drop down address search window will appear. If you do not see your customer there then you will click on create new. The create new address window will open, and you can enter all the information about your customer. When you save this information your customer will be displayed in the customer window on your dispatch, and will become part of your permanent records. The next time you need this customer just start typing the first three letters of the customer and you will see it in the address search window. Then you can just click on it and move on.
Enter Driver:
Use the drop down arrow next to the driver display window. If you have not entered any drivers yet then click on create new driver. The driver entry window will open. Enter all of your driver information including license and medical card expiration dates. You will get alerted on your dashboard when these items are near expiration. After you save this information your driver will be displayed and this information is added to your permanent records. The next time you enter a dispatch you will simply use the drop down arrow and select you driver.
Enter Truck:
Use the drop down arrow next to the truck display window. If you have not entered any trucks yet then click on create new truck. The truck entry window will open. Enter all of your truck information including license plate and inspection expiration dates. You will get alerted on your dashboard when these items are near expiration. After you save this information your truck will become part of your permanent records. The next time you choose the same driver this truck info will automatically update.
Enter Shipper:
Click on the Add Shipper button. This will open your shipper input section. In the shipper search window start to type the name of your shipper. If you have not entered this shipper yet then create new. This will open a window to enter all of your shipper information. When you save this information will become part of your permanent records. Next is the date. When you click on the date entry box you will see a calendar to the right of the box. Click on the calendar and select your ship date. The rest of the information is optional. You can fill it in now or come back later to fill the rest in. Next you can enter more shippers as needed.
Enter Consignee:
Click on the Add Consignee button. This will open your consignee input section. In the consignee search window start typing the name of your consignee. You should type at least the first three letters of the consignee then if you don’t see it there click on create new. Then the create new input box will open and you can enter all of the information for this new consignee. When you click save this information will become part of your permanent records. Next is the date. Click on the calendar entry box and a calendar will appear to the right. Click on the calendar and select your deliver date.
Enter Fees:
This section is simply number entry. It is also optional. You can enter in the fees now or come back later and enter them.
Comments
43 comments
Canadian provinces have now been added. When entering an address you can type the Canadian name or you can find them at the bottom of the list of states.
Lisa, your deadhead miles are included in the over-all mileage report. The mileage reports include all miles.
Ken, try using the date selector calendar to the right of the date entry field. Feel free to contact me if you continue to have problems.
Can you have multiple drops
Lyn,
You could make 2-3 different dispatches every day if you need to. If the invoices are for different customers you would need to create separate dispatches for each one. Feel free to contact me if you have any questions.
1. What is put in the BOL field?
2. Do I need to invoice every load even though I am factoring them?
3.
In reports: driver pay and monthly revenue are not generating any amounts. Is this because I have not done an invoice on them?
Brian, the BOL is for the bill of lading for your load. If you enter the BOL it will display on your invoice, but you don't have to enter it if you don't want to. On your other question, yes that is why the money is not showing up on reports. You should show the loads paid when you get paid from the factoring company, then the revenue will show up on the reports. Driver pay is a separate issue. It should show up. I am not sure how you have your driver pay set up. If you have it set on manual pay then you have to enter an amount on the dispatch entry.
HOW DO I ENTER IN THE FUEL THAT I PURCHASED TO SHOW UP ON THE IFTA QUARTERLY REPORTS???
I am having trouble with the Unit rev. report. Only showing on one truck. Plus it seems When I added trip expense for 667 my fuel mileage on 711 went way down. What am I doing wrong??
how do i inter out of route miles, ie i went home after one pic, made one the next day, back home, then delivered multi stops.
To enter fuel for IFTA reports use expenses. There is a fuel category already set up.
To find your customers in a long list type in more than 2 letters. Try typing in the complete name of the customer.
To modify the routes used during a dispatch add a stop off by adding an extra shipper. If the extra miles are in between loads then use empty move.
If you are having any other problems feel free to email me at support@truckingoffice.com
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