Knowledge Center
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Dashboard
Delivery Questions
Deliveries
Truck Management
Driver Time Off
Delivery Controls
Finance Questions
Taxes
Offline Payment
Payment
Dashboard
Managing Users
Managing Locations
Messaging
Customers
Drivers
Filters
Trucks
Support
Orders
Driver/Truck
Availability
Map
Login
Contractor App
Product Questions
Projects
Finance
Schedule
Fees
Inventory Module
Portal
Product Questions
Product Categories
Availability
Edit Pricing
Order Management Questions
Order Statuses
Editing Orders
Order Creation
Assigning Drivers
How To Cancel An Order
Notes
Duplicating Orders
Order Slips
Assigning Drivers/Trucks
Contractor Management
Price Tiers
COD Customer
Delivery Document
Driver App
Volumetric
Pumping
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Knowledge Center
Dashboard
Delivery Questions
Deliveries
Truck Management
Driver Time Off
Delivery Controls
Finance Questions
Taxes
Offline Payment
Payment
Dashboard
Managing Users
Managing Locations
Messaging
Customers
Drivers
Filters
Trucks
Support
Orders
Driver/Truck
Availability
Map
Login
Contractor App
Product Questions
Projects
Finance
Schedule
Fees
Inventory Module
Portal
Product Questions
Product Categories
Availability
Edit Pricing
Order Management Questions
Order Statuses
Editing Orders
Order Creation
Assigning Drivers
How To Cancel An Order
Notes
Duplicating Orders
Order Slips
Assigning Drivers/Trucks
Contractor Management
Price Tiers
COD Customer
Delivery Document
Driver App
Volumetric
Pumping
Dashboard
This section highlights different ways managers can utilize the dashboard to manage and customize their storefront.
How to Add Fees?
Uploading BOLs From External Drivers
Managing Users
How To Delete Managers?
How To Add Managers?
How To Add A User To The Dashboard
Managing Locations
Creating / Editing a Location and Inputting Company Details.
How To Block-off Availability For A Product Category and Location In The Dashboard
How To Add/Edit Company Or Location Information In The Dashboard
How To Change The Delivery Radius Of A Plant Through The Dashboard
How To Add A New Location From The Dashboard
See more
Messaging
Messaging A Contractor From The Dashboard
Customers
How To Add A Customer To The Dashboard
How to Add a Foremen to a Customer's Account Through The Dashboard
How To Merge Customer Accounts In The Dashboard
How To Delete A Credit Card Off A Customer's Account Through The Dashboard
How To Add A Credit Card To A Customer's Account Through The Dashboard
How To Create A Note For A Customer Through The Dashboard
How To Create Personal Product Pricing For A Customer In The Dashboard
How To Resend A Invite To A Customer For The Contractor App Through The Dashboard
How To Set A Credit Limit On A Customer's Account Through The Dashboard
How To Export Customer List To CSV Through The Dashboard
See more
Drivers
How To Set/Change The Driver's Password For The Driver App In The Dashboard
How To Update Order Status To Booked To Allow Drivers To Start Orders In The Driver App
How To Change A Driver's Color Through The Dashboard
How To Change The Driver Type In The Dashboard
How to Add a Driver Through the Dashboard
How To Unassign/Change Drivers Through The Dashboard
How To Resend A Invite To A Driver For The Driver App Through The Dashboard
See more
Filters
How To Add/Delete Filters In The Dashboard
Trucks
How To Add a New Truck Into the Dashboard
How To Assign A Driver To A Truck Through The Dashboard
Support
How To Use The FAQ And Support Chat In The Dashboard
Orders
How to Change the View Format of Orders in the 'Orders' Tab
How to Filter Orders by Date Range in the Dashboard
How To Check The Activity Feed On An Order From The Dashboard
How To Edit The Time And Quantity Of A Order In The Dashboard
How To Add In A Manual Address For A Order In The Dashboard
How To View All Orders In A Project Through The Dashboard
How To Add A New Order To A Project Through The Dashboard
How To Add Manager Notes To A Order Through The Dashboard
Changing Timing of Order / Spacing of Trucks from Schedule Screen
How to Update Order Address In The Dashboard
How To Change The Time And/Or Date Of An Order Through The Dashboard
Working With Split Loads
Pre-Load Flow
Creating An Order When The Contractor Doesn't Know The Final Address
How To Apply A Discount Through The Dashboard
How To Create A New Volumetric Order Through The Dashboard
How To Add Notes On Orders To Drivers And Trucks From The Dashboard
How To View Notes On Orders From The Driver And Dispatcher From The Dashboard
How To Cancel A Offline Payment Through The Dashboard
Difference Between Deleting And Canceling A Order In The Dashboard
How To Refund The Difference Of A Order That Has Been Lowered Through The Dashboard
How To Pre-Authorize A Payment Through The Dashboard
How To Refund A Order Through The Dashboard
How To Create A Quote In The Dashboard
How To View Multiple Orders At One Location On The Map In The Dashboard
How To Create A New Pumping Order Through The Dashboard
How To Change Spacing Of Multiple Trucks On A Order Through The Dashboard
How To Change The Contractor Of A Order After It Has Been Made From The Dashboard
Breakdown Of Re-Calculating Fees In The Dashboard
How To Assign Trucks From Multiple Locations To A Single Order
How To Edit/Delete A Product Or Option From The Dashboard
How To Approve Or Delete A Driver's Request To Add In A Option From The Dashboard
How to Create A Quote
See more
Driver/Truck
How To Edit/Delete A Driver And Truck's Day Off
Availability
How To Clone Or Delete A Blocked Off Time Slot Created In The Dashboard
Map
Breakdown Of The Map From The Order Screen In The Dashboard
Login
How To Reset Login Password For The Dashboard
Contractor App
How To Set Booking Restrictions For Orders Done In The Contractor App Through The Dashboard
Product Questions
How To Edit A Product Category's Settings In The Dashboard (For Pumping)
How To Edit A Product Category's Settings In The Dashboard (For Volumetric)
Projects
How To Create The Start And End Date For A Project Through The Dashboard
How To Set Pricing In A Project Through The Dashboard
How To Add And View Notes On A Project Through The Dashboard
How To View All Orders In A Project On The Order Creation Page
How To Create A Project In The Dashboard
How To Add, Edit, Or View Any Project Notes Created In The Dashboard
See more
Finance
View BOL From Deliveries Tab
Filtering In The Deliveries Tab
Understanding And Working With BOLs
Exporting Tickets
Exporting AP
Rebill / Return with external drivers
How To Insert A Tax Line From The Dashboard
How To Filter Taxes In The Dashboard
How To Setup Avalara Taxes In The Dashboard
How To Edit And/Or Delete A Tax Line From the Dashboard
How To Toggle A Tax Line On/Off Through the Dashboard
See more
Schedule
Using Planning Mode Through The Dashboard
Tracking driver progress from the dashboard
Functions On The Scheduling Screen
Creating A Task In The Schedule From The Dashboard
How To Change The Viewing Format Of The Schedule From The Dashboard
See more
Fees
How To Add A Delivery Fee From The Dashboard
How To Clone A Fee From The Dashboard
How To Add A Underload Fee From The Dashboard
How To Add A Seasonal Fee From The Dashboard
How To Add A Time Frame Fee From The Dashboard
How To Add A Common Fee From The Dashboard
How To Add A Internal Fee From The Dashboard
Breakdown On Pricing Metrics For Fees, Options, And Products From The Dashboard
How To Edit A Option's Pricing From The Dashboard
How To Edit/Set The Pricing Of A Fee From The Dashboard
How To Add A Fuel Surcharge Fee From The Dashboard
See more
Inventory Module
How To Receive Inventory At A Location From The Inventory Module
How To See All Material Transactions Done In The Inventory Module
How To Edit Received Raw Materials From The Inventory Module
How To Set The Max Quantity Stored Of A Raw Product In Each Location From The Inventory Module
How To Edit How Much Raw Material Is Needed For Each Product From The Inventory Module
How To Add And Edit A Raw Product In The Inventory Module
See more
Portal
Walkthrough Of The Schedule In The Portal
Walkthrough Of The Live Tab In The Portal
Walkthrough Of The Totals Tab In The Portal
Walkthrough Of The Future Tab In The Portal
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