Haulers
Detailed information on the Haulers tab within the Trucks module.
Typically a Hauler is going to be a carrier, trucking company, or customer that owns that trucks in which you will be ticketing. You can also think of Haulers as a folder that one or multiple trucks belong to.
Here you are able to create haulers, as well as edit, delete, and assign existing haulers.
You can create a new hauler by clicking the + New Hauler button in the top right of the hauler table. The following window will pop up:
Enable Dispatching requires the Dispatching module add-on to be used. If you are interested in adding the Dispatching module please contact us at 865-219-2980 or [email protected].
The only required fields are the Hauler ID and Name. Below are brief descriptions of each of the fields:
Hauler ID - A shorthand ID for the Hauler
Name - Full name of the Hauler
Address - Fields for the Hauling Company's address.
Contact Information - Fields for the Hauling company's main contact
Vendor AP Num - Field to store Hauler's Vender AP number if one is to be used
Hauler Type - Field to differentiate Haulers as External, Internal, or Other
External - Outside company is hauling material
Internal - Your company is hauling the material
Other -
Insurance # - Field for Hauler's insurance policy number
(Insurance) Expiration - Set date for Hauler's insurance expiration
This applies to any truck within the Hauler
Workers Comp # -
(Workers Comp) Expiration - Set date for Workers Comp expiration
Certification # -
(Certification) Expiration - Set date for Certification expiration
Enable Dispatching - Allow trucks within the Hauler to be used for the Dispatching feature
All Regions - If checked, Hauler can be ticketed on in any region. If unchecked you are able to pick specific regions you would like the Hauler to be able to be ticketed on.
Active - If checked, Hauler is available to be ticketed on. If unchecked, Hauler will be unavailable and not populate in ticketing app.
Allow Overloaded Trucks - Future use in newest ticketing app
Use Tare on Inbound - Future use in newest ticketing app
Days Tare Valid - Future use in newest ticketing app
Once you have filled out the relevant fields you can click Update to add the Hauler.
Assigning Haulers to Customers
Haulers can be assigned to specific customers by clicking on the [✔️Assign] button under the Customer column of the Haulers menu. In the new pop-up window, you can use the filters to search for customers, then click the checkbox on the left to assign them. This will prevent the Hauler from being able to have tickets created on orders for customers that are not selected from this menu.
You do not have to assign a Hauler to a Customer to create tickets. If the Hauler does not have any Customers marked on the assignment list, they are available to be selected for ALL customers. Adding an assignment for a specific customer will restrict their availability to that specific customers orders only.
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