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Dispatch slideshow

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Dispatch slideshow

  1. 1. XPERT IT SOLUTIONSDispatch SoftwareElectronic Dispatch BoardDisplays The Status Of Every Load, Truck, Trailer & DriverQuick Trip Settlement & Pay For Driver/Owners OperatorsSafety Reminders, Repairs Of Trucks & Trailers Fuel Tax (IFTA)Carrier Conformation, Customer Invoices, Receivable, Payables Integrated With Dispatch and Many More.......<br /> Ashwani Bij Hardip Manku<br /> 416-451-8942 647-296-7713<br />PH: 905-624-5959 Fax: 905-624-4296<br />1030 Kamato Road <br />Suite#208 Mississauga Ontario L4W 4B6<br />www.xpertdispatch.cominfo@xpertdispath.com<br />
  2. 2. SAFETY ALERTS<br />
  3. 3. PENDING PICKUP/DELIVERY ALERT<br />
  4. 4. ELECTRONIC DISPATCH BOARD<br />
  5. 5. How to create?<br /><ul><li> Truck
  6. 6. Trailer
  7. 7. Driver
  8. 8. Vendor</li></li></ul><li>TO ENTER A NEW TRUCK GO TO MASTERENTRY <br />CLICK ON TRUCK AND GO TO NEW<br />
  9. 9. Yellow box information must be entered<br />1. Enter truck #<br /> 2. Select company truck or owner operator truck<br />3. Select the driver from the list.<br />4. Enter owner operator paid by mile rate or % rate.<br />5.Must select drivers company name <br />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<br />
  10. 10. How to create? <br /><ul><li>Customer
  11. 11. Shipper
  12. 12. Consignee
  13. 13. Carrier</li></li></ul><li>Go to Master Entry<br />Enter customer name<br />Enter customer address<br />Enter phone #<br />Enter fax #<br />Check on customer<br />Click on save <br />IN SAME WINDOW WE CAN CREATE SHIPPER AND CONSIGNEE WITH THE PROCEDURE, BUTSELECT LOCATION NOT CUSTOMERS.<br />
  14. 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. <br />
  15. 15. How To Enter Order Confirmation<br />
  16. 16. 1. Click on day to day entry2. Click on order confirmation 3. Click on new <br />
  17. 17. 1. Select customer2. enter the order # 3. Enter charges.4. Select currency US or CDN<br />Go to next tab for Shipper <br />
  18. 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<br />DROP DOWN<br />Go to next tab for consignee <br />
  19. 19. MULTI SHIPPER ADDED<br />
  20. 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<br />DROP DOWN<br />
  21. 21. Click on save to save the confirmation<br />Note the order confirmation number <br />
  22. 22. Electronic Dispatch Board<br />1.How To Dispatch an Out bound Load?<br />2.How To Dispatch an In bound Load?<br />3.How To Dispatch LTL Loads?<br />
  23. 23. 1.This is un dispatched load, select it<br />5.Click save<br />Select Truck<br />3.Select Driver(s)<br /> 4.Select Trailer<br />
  24. 24. During the dispatch it will remind you for safety due for truck, driver, trailer<br />
  25. 25. 1.Define rates/currency, pick/drop charges for o.op<br />3. Click print/save<br />2.Define actual route for driver’s pay<br />
  26. 26. Now load will appear here, means truck on the road<br />Truck/Driver/Trailer location will be updated<br />
  27. 27. 2.Click on delivered check box if the load is delivered.(only for out bound loads)<br />3.Save It <br />1. Click on check box for load status<br />
  28. 28. Green (in Bound Load)<br />Red (Out Bound Load)<br />This is In bound Load for this Out bound load<br />Red Showing It is Out bound Load<br />
  29. 29. 1. To Dispatch In Bound Load select load<br />2. Select this load<br />3. Click Save/print<br />
  30. 30. Change City To Define actual Route for driver pay <br />
  31. 31. 1.Click Drop Down<br />2.Click Save<br />
  32. 32. 1.Repeat steps as for out bound load<br />2.Click save<br />
  33. 33. Out Bound, In Bound Loads<br />
  34. 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<br />
  35. 35. Invoice To Customer<br />
  36. 36. After Complete The Round Trip Now Time To Invoice Customer Click On Day To Day Entry Invoice Customer Click on New<br />
  37. 37. 1.Highlight Invoice<br />2.If you have any other charges like lumper, waiting time, fuel surcharge etc.<br />3.If sending invoice for factoring click here <br />4.Click On Print<br />
  38. 38. HOW TO ENTER TRIP EXPENSE<br />1.Enter all your expenses related to truck & trailer (repair, fuel, permits, tolls and other )in trip expenses under day to day entry <br />
  39. 39. 1.CLICK ON DAY TO DAY ENTRY CLICK ON TRIP EXPENSE<br />
  40. 40. CLICK ON NEW TO ENTER THE EXPENSE<br />
  41. 41. 2.TRANSACTION DATE<br />1.PICK VENDOR<br />3.SELECT TRUCK<br />4.EXPENSE TYPE<br />5.SELECT STATE<br />6.SELECT CURRENCY AND ENTER LITRES AND AMOUNT<br />7.MARK FOR GST REFUND<br />8.CLICK ON DROP DOWN AND SAVE TO SAVE THE INFORMATION<br />
  42. 42. AFTER DROP DOWN CLICK ON SAVE TO SAVE THE INFOR MATION<br />
  43. 43. What Is Split Load?<br />When load is done by more than one truck.<br />e.g. A load is coming from OH going to Montreal<br /> OH Yard Your truck<br /> Yard Montreal Your another truck<br /> OH Yard Your truck<br /> Yard Montreal Outside Carrier<br /> OH Yard 1st Carrier<br /> Yard Montreal 2nd Carrier<br />
  44. 44. 1.To split the order select the trip <br />2.Click on modify main order<br />
  45. 45. 2.Click on split route<br />1.Click on split<br />
  46. 46. Enter charges from destination to yard and correct date<br />1.Yard location will show automatically <br />
  47. 47. CLICK ON DROP DOWN TO ENTER THE LOCATION<br />
  48. 48. 1.ROUTE IS ENTERED NOW<br />2.CLICK ON SAVE TO SAVE THE SPLIT ROUTE<br />
  49. 49. It is showing split load 206A coming from OH to yard and 206B yard to PQ<br />
  50. 50. LOAD SOLD TO CARRIER<br />
  51. 51. 1.Click on order 2.Click on modify main order<br />
  52. 52. 1.Click on sold to carrier<br />2.Click on carrier<br />
  53. 53. 1.Select carrier<br />2.Select the pick up location from shipper or yard<br />3.Select the drop location consignee or your yard<br />
  54. 54. 1.Enter the charges(your selling rate to the carrier)<br />2.Click on print to print the carrier conformation<br />
  55. 55. PAY ROLL <br />Owner operator driver paid by company<br />Owner operator (by miles)<br />Owner operator (by percentage)<br />
  56. 56. OWNER OPERATOR DRIVER PAID BY COMPANY<br />
  57. 57. Go to day to day entry click on trip-posting/settlement<br />
  58. 58. 3.Click on company if driver paid by company truck<br />1.Select truck number<br />2. Select trip<br />
  59. 59. 1. Select trip<br />2.It will show you all your expense related to trip which is entered in trip expense included fuel<br />3.Click on route to define the route<br />
  60. 60. When you click on route it will show you route. Define the route according to drivers pay route.<br />
  61. 61. 1.You can do your changes here<br />DROP DOWN BUTON<br />2.To define the route highlight the route <br />3. Enter miles here click on drop down <br />
  62. 62. You can put all the driver expense here to pay the driver or deduct the driver <br />
  63. 63. EXPENSE ENTRY<br />
  64. 64. ENTERED EXPENSES<br />
  65. 65. IF IT IS NOT FINAL THEN CLICK ON SAVE<br />1.UNMARK HERE IF YOU ARE NOT PAYING CURRENCY WISE<br />FINAL STEP TO CLICK ON POST IN G/L TO POST THE TRIP<br />
  66. 66. OWNER OPERATOR PAID BY PERMILE<br />
  67. 67. 1.CLICK ON DAY TO DAY ENTRY<br />2.CLICK ON TRIP POSTING<br />
  68. 68. PICK UP OWNER OPERATOR TRUCK # <br />
  69. 69. 1.CHECK MARK ON THE TRIP<br />2.IT WILL SHOW YOU ALL THE EXPENSE IF YOU ALREADY ENTERED IN TRIP EXPENSE<br />
  70. 70. 1.CLICK ON ROUTE TO MAKE A ROUTE<br />2.HIGHLIGHT TRIP TO ENTER THE MILE & CHANGE THE CITY<br />
  71. 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 <br />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 #<br />3.CLICK ON OWNER OPERATOR FOR NEXT STEP<br />
  72. 72. TOTAL MILES<br />RATE PER MILE<br />1.IF YOU WANT TO PAY ANY EXPENSE TO OWNER OPERATOR HIGH LIGHT EXPENSE TYPE <br />
  73. 73. 2.ENTER THE DESCRIPTION HERE<br />3.IF YOU ARE PAYING SELECT ADD IF DEDUTING SELECT LESS<br />1.ENTER THE AMOUNT & SELECT THE CURRENCY<br />4.CLICK ON DROP DOWN TO ENTER AND CLICK ON PAY ABLE <br />
  74. 74. 1.IF YOU ARE NOT FINISH YOU CAN SAVE TO CLICK ON SAVE<br />2.IF YOU HAVE FINISH UNMARK PAY CURRENCY WISE AND CLICK ON POST IN G/L TO POST THE TRIP <br />
  75. 75. CLICK ON YES TO POST THE TRIP<br />
  76. 76. OWNER OPERATOR PAID BY PERCENTAGE<br />
  77. 77. 1.IN SELECT TRIP<br />2.IN SELECT TRUCK SELECT TRUCK<br />
  78. 78. 1.PICK UP THE TRIP<br />IT IS SHOW ALL THE EXPENSE IF YOU ENTERED IN TRIP EXPENS AND AUTOMATICALLY DEDUCT FROM OWNER OPERATOR PAY<br />CLICK ON ROUTE IF YOU WANT MAKE A ROUTE FOR % OWNER OPERATOR<br />
  79. 79. OWNNER OPERATOR GROSS EANING<br />1.TO PAY OR DEDUCT SELECT EXPENSE<br />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<br />AFTER ENTERING ALL THE INFORMATION CLICK ON DROP DOWN BUTTON TO SAVE THE IN FOR MATION AND CLICK ON PAYABLE FOR NEXT<br />
  80. 80. 1.IN PAYABLE IF YOU ARE PAYING CURRENCY WISE LEAVE IT MARK IF YOU ARE PAYING ONLY CANADIAN CURRENCY UNMARK IT<br />2.IF YOU ARE NOT FINISH CLICK ON SAVE TO SAVE THE INFORMATION<br />3.IF YOU HAVE FINISHED CLICK ON POST IN G/L TO COMPLETE THE PAY<br />
  81. 81. CLICK ON YES TO FINISH<br />
  82. 82. Reports<br />
  83. 83. ORDERS CONFIRMATION BOOK<br />
  84. 84. CARRIER CONFORMATION<br />
  85. 85. PER TRUCK COST<br />
  86. 86. DRIVER DISPATCH<br />
  87. 87. DRIVER PAY STATEMENT<br />
  88. 88. PROFIT STATEMENT QUARTERLY<br />
  89. 89. FUEL-TAX (IFTA) REPORT <br />
  90. 90. Invoice Customer<br />

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