– In the daily deliveries screen, right-clicking the ship-to city will give a list of controls for that order.
– Set up filters that show the orders in a helpful format. At the top of the daily deliveries screen, click the three-dot menu beside the filter field to open the list of filters (pictured below). Click the ‘New Record’ button at the bottom of the form to create a new filter, and give it a name. Next, select how the filter will work with ship dates. Filters can ignore ship dates, only show orders on the selected day, or show a range of dates. Finally, select the ship vias that will show in this filter.
– In the daily deliveries screen, many columns have additional data hidden behind them that can be viewed by double-clicking that column. Look at the column headers to see what data is behind a field.
– In the list of trips on the right side of the daily deliveries screen, click the column headers to sort by that column.
– In the convert orders form that opens after double-clicking on a trip from the daily deliveries list, a freight charge can be added to an order by using the ‘Freight’ column for an order (pictured below).
– The daily deliveries list has two customizable columns that can be used to show the maximum length of a product from a particular category on an order, which can be set up in the ‘Settings’ tab (pictured below). Select the category of items to be shown in that column, and then give it a Label which will appear as the column header on the daily deliveries screen. Some common categories to use are: Trusses, Lumber, Panel, and Trim.
– The settings tab also allows certain items to be ignored when calculating the longest length of on order (pictured below). Products such as rolls of insulation may have a length of 50 feet, but don’t need 50 feet of space on a trailer, and therefore need to be excluded from the length calculation to keep it useful.
– The settings tab also contains options for which map program to use when selecting ‘View Map’ in various places in Dispatching. Currently, Bing and Google maps are supported.
– Use the ‘Trips’ menu item to see all trips, completed or uncompleted, for a selected day.
– Set up trips for all drivers for a day by using the ‘Trips’ menu item, navigating to the day, and clicking the ‘Create Trips’ button.
