Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Create a shipment and send it out

From the customer’s request to the delivery: create the shipment, give it a driver and a vehicle, follow it, and bill it.

Steps

1. Create the shipment under Shipments for a customer from Customers. The rates you charge are kept under Rates.
2. Assign a driver and a vehicle under Dispatch. A driver or vehicle that is not available, a vehicle that is not roadworthy, or a driver without the right licence is refused with a message that says why. Drivers are kept under Drivers and vehicles under Fleet.
3. Follow the shipment under Tracking; what has been delivered is under Deliveries.
4. Bill the customer from Invoices. Upkeep of the fleet is kept under Maintenance and Fuel.