Dispatch user tip

Follow

Comments

10 comments

  • Avatar
    Donna Hughes

    I'm having a hard time getting it to retain my info after I put it in...I keep getting messages that say I have to enter all fields...that's just too time comsumming...any way around all that?

  • Avatar
    Allen Campbell

    Donna, it depends on what you want to do.  If you just want to keep IFTA records then you still need to enter you truck routes.  For each dispatch you will need to enter one shipper and one consignee.  After you get some of them entered in you should see that it goes much quicker.  Please feel free to call me to discuss it in more detail.

     

    Thanks,

    Allen Campbell

    800-253-9647 x704

    allen@truckingoffice.com

  • Avatar
    Donna Hughes

    Thank Allen...yes it is going much faster now that I've figured out the tricks....one thing I still need to figure out is, how to reset the load#'s...we have a starting in confirmation # for our main off...is there a way to change that?...also how do I add a Com-Ck to each dispatch so that it shows up on the invoice?

  • Avatar
    Allen Campbell

    Donna,  to add a com-check number to an invoice put it in the "customer required info" input on the dispatch (found in the shipper section).  This will print on the invoice.  On your other question, I am not sure what you want to be able to do.  There is no way to change the dispatch numbers at this time.  If you want your dispatch numbers changed to match other records there might be a way for the development team to do that manually.  If that is what you are looking for then you would need to call me to discuss it.

     

    Thanks,

    Allen

  • Avatar
    Michael Hardbarger
    She might have this figured out by now, but what I do is enter the load dispatch # in the BOL field and then I enter the Shippers BOL and any other info in the Shipper's required field That way before it is invoiced you can edit your info
  • Avatar
    Ronnie Gray

    if i forget to add an empty move, how do i go back and put in the empty move between the two loads

    Ronnie

  • Avatar
    Allen Campbell

    Loads are in order by date.  As long as you have the dates correct they will display in the proper order.

  • Avatar
    JOHN JIMENEZ

    CAN YOU PLEASE ADD A FIELD FOR THE FACTORING PERCENTAGE OR FEES TO BE TAKEN OUT AUTOMATICALLY? MAKES OUR LIVES MUCH EASIER!

     

    THANKS

  • Avatar
    Henry ventry
    I agree with John.
  • Avatar
    Stephanie Gibbons

    Hello John and Henry! We have a Pro account now which gives you some extra features. With Pro, there will be a remit-to option on invoices with the option of adding quick payments/factoring fees. You can choose to add the factoring fees by percentage as well. Besides that feature, you will also have the ability to enter partial loads, you can create deductions on driver settlements, and there is a document storage feature called FileSafe where you can upload documents such as your BOL into the software. 

    Hope this helps!! If you have any questions or would like to upgrade to the Pro account, please feel free to call me at 1(800)253-9647. We are in the office Monday-Friday from 9AM-5PM eastern time.  You can also upgrade to Pro by clicking on the Profile button in the top black navigation bar, then click on Subscription, and there will be a blue button that says "upgrade to pro"

Please sign in to leave a comment.