Menu and toolbar options

Bill Number

This field will automatically populate (with NA for a new bill) when a shipper is selected for the new Freight Bill.

Shipper

Clear Shipper Info

Because the Create Pickup window remembers the previous Shipper’s information (to make multiple Freight Bill entry for a single Client easier,) you may have to clear this information if you are switching to a different Client. Simply select this button to remove the Shipper (and origin) information from the fields on this window.

PickUp > Appt Req / Made

Select the checkboxes to indicate if an appointment is required or already made and enter the start and end times to define the appointment window time frame.

Start Zone

The Start Zone will automatically populate based on the shipper you selected. (The shipper’s Starting Zone is configured in the Customer & Vendor Profiles program.) You may change this Start Zone Code by clicking the search button and choosing another Zone.

End Zone

Choose the Delivery Zone for the freight bill you are creating by clicking the search button and selecting a Zone Code from those available on your system.

Freight Bill Details grid

Click the '+' button to begin adding commodities to the new freight bill. This grid functions similarly to the grid found on the Details tab of the Customer Service program.

Trace Numbers grid

Click the '+' button to begin adding trace number information to the new freight bill. This grid functions similarly to the grid found on the Trace# tab of the Customer Service program.

Continue in Customer Service

As the Short Form Pickup Entry window only contains a small number of options concerning the creation of a Freight Bill, this button is included. By clicking this button you will invoke an instance of the Customer Service program with the partial Freight Bill details automatically copied from the fields you have setup in this window. This way, you save time in creating the new Freight Bill, and can quickly modify your already started Bill using the advanced functionality of Customer Service.

Site

Filter

After saving a configured filter, the filter name will appear in this field. You can use the drop-down menu to view the list of previously configured filters and to load a previously saved filter into the Multi Mode Dispatch program and filter your records accordingly.

Clear

Selecting this button will remove all of the filtering options you have selected for the displayed filter.

SQL Filter / Configure SQL

Selecting the SQl Filter checkbox will display a "Convert current filter to SQl" message where selecting Yes opens the SQL Filter configuration window.

Selecting the ellipsis button allows you to edit an existing SQL filter where you can create specific and more detailed SQL queries.

TIP: Use the Tools menu > Insert Column Name option to select a column name for this table from a list.

Public

Selecting this checkbox will allow other users to access and use this filter.

Group

Any filters you create can be associated to a group. Groups are defined in the Profiles > Customer & Vendor Profiles program > Customer Profile window > Groupings tab. Customer Grouping Codes are also typically used for reporting purposes, as well as for determining Shipper / Consignee Detention Rates per Group in the Rates Maintenance program > Detention tab. For example, you could create a group containing all B.C. customers.

Save

Once you have configured some filtering options, select the Save button to save the details and provide a name for the filter.

Delete

To delete a previously configured filter, use the drop-down menu in the Filter Name field and select the Delete button. The filter will be removed from the list.

Apply

Once you have configured some filtering options, select the Apply button to filter the data.

Clear

Removes any filters currently applied.

Pickup By

If you would like to filter records on the Pickups or Deliveries tab by the freight bill Pickup By date, configure a date range by selecting the calendar buttons in the Start and End range fields.

Deliver By

If you would like to filter records on the Pickups or Deliveries tab by the freight bill Deliver By date, configure a date range by selecting the calendar buttons in the Start and End range fields.

Terminal ETA

If you would like to filter records on the Pickups or Deliveries tab by the freight bill Terminal ETA date, configure a date range by selecting the calendar buttons in the Start and End range fields.

Terminal ETA

If you would like to filter records on the Pickups or Deliveries tab by the freight bill Terminal ETA date, configure a date range by selecting the calendar buttons in the Start and End range fields.

Delivery Appt Required / Delivery Appt Made

These flags filter the freight bills available by only displaying those bills that have a Delivery Appointment Required or if they have had their delivery appointment completed.

Pickup Appt Required / Pickup Appt Made

These flags filter the freight bills available by only displaying those bills that have a Pickup Appointment Required or if they have had their pickup appointment completed.

Start / End Zone

Use the pick-select button to select a starting and ending zone.

Sort Order

Use the drop-down list to indicate the sort order.

ID

This value is automatically generated when the User selects the '+' button on the TruckMate Navigation Bar in order to create a new Trip Schedule.

Schedule Type

The Schedule Type value allows you to specify if the selected trip schedule is a pickup / delivery route or a line-haul route scenario.

Area / Description

These two options are used to identify the Trip Schedule. Enter a text name for the Trip Schedule in the 'Area' field (corresponding to the location the Trip Schedule services) and enter a short text description in the 'Description' field.

Note: For best performance and to avoid any possible faults, it is recommended that you are logged into the terminal that is intended to be served by the schedule you are creating. You can use the 'Change Current Terminal' button from the Tools Menu of the main window to log in to the desired terminal.

Effective Dates - From / To

Defines the effective period of this schedule. If specified, the schedule will only be in effect during the indicated period. The dates defined in those fields are not part of the schedule, but rather they are attributes of the schedule and define how the schedule should behave.

Days in Effect

The 'Days in Effect' checkbox flags allow you to specify the days of the week that the displayed Trip Schedule will be available for generating trips (via the 'Generate Trip Schedules' option).

Optimization Mode

Active

Use for Batch Processing

Line-Haul Options/City Route Options tabs

One of two tabs will be displayed depending on the type of trip this schedule is associated with.

Line-Haul Options

Door

Indicate the door where this trip is planned to park at.

Last Pickup Cutoff

Indicates the latest pickup cutoff time from all the loads on this trip.

Crossdock (min.)

An estimate of the minimum amount of time expected to be spent on crossdock operations.

Pre-Trip Time (min)

An estimate of the minimum amount of time expected to be spent on pre-trip activities.

City Route Options

Route

Double-click this field to select a default City Dispatch Route for this Trip Schedule. The Route ID and Description are displayed in the two fields. City Dispatch Routes are configured in the CrossDock Traffic Lanes program.

Stem Time (min.)

Stem time is the time in minutes from the Terminal to the route. (This field is for informational purposes only at this point.)

Select Schedule

If you would like to edit a specific Trip Schedule, this option allows you to search for previously created Trip Schedules in your system.

Generate Trip Schedules

The 'Generate Trips from Schedule' option will prompt for a Date value, and then generate all Trips for the currently selected Terminal for that date (assigning appropriate resources).

Refresh Quotes

Refreshes the quotes displayed in the Daily Quotes grid depending on changes in the Filtering Criteria (or in the case that additional qQuotes have been added in the Customer Service program).

Select Clear

Clears any quote records that have been selected by the user in the Daily Quotes grid.

Select All

Selects all of the Quote records displayed in the Daily Quotes grid.

Create Order

Allows you to create an order from a single (or multiple) quote(s). Once a quote has been turned into a order, the quote will be removed from the Daily LTL Quote grid.