The Transport Tab of the Job Book is where users make requests for transportation for the job. Requests are made here, and later allocated to specific vehicles in the transport planner. The types of vehicles that must first be setup in the configuration utility. In addition, you may assign a charge price to a specific location for a specific type of vehicle.
button: Job
tab: Transport
button:
Add new
Enter your date and select the Time field.
Enter the Time for arrival and select either At, Before or After. Once a choice has been made, the symbol @ (at), B (Before), or A (After) will appear between the date and time.
For pick ups, double-click the checkbox in the Pickup column. For drop offs, leave it unchecked.
Select the Type of vehicle needed for your Transport.
If you are using the Multi-Site Version, enter the warehouse requested for this transport.
Enter the Address by clicking on the address field and use the Smart Find to locate the specific company.
If a charge has been configured to be selected, you may be satisfied or you may enter the charge for this address.
button:
Update.
The checkmark in the first column displays a vehicle has been allocated to that request.
Any Notes you add here can be read on the Transport page of the Planner Book and on the Vehicle Schedule.
To delete an Unallocated Transport Request select the line and press the
delete buttonn.
You may decide to allocate a specific vehicle to your vehicle request, although it is generally better to allocate a specific vehicle from the Transport Planner.
To allocate a specific vehicile, click the Allocate button:
Click on the specific Vehicle and press the Allocate Vehicle button. If you decide to perform the delivery on a different date than the date requested, select this date and then press the Allocate Vehicle button