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Dashboard
Learn how to use and navigate the Tough Commerce dashboard.
Managing Users
Managing Locations
Customers
- How To Add A Customer To The Dashboard
- How To Resend A Invite To A Customer For The Contractor App Through The Dashboard
- How to Add a Foremen to a Customer's Account Through The Dashboard
- How To Add A Credit Card To A Customer's Account Through The Dashboard
- How To Create Personal Product Pricing For A Customer In 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
- How to Manage and Update Customer Information
- How To Adjust A Contractor's Price Tier Through The Dashboard
Orders
- 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
- Difference Between Deleting And Canceling A Order In 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 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 An Estimate
Trucks
Messaging
Filters
Availability
Contractor App
Projects
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
- Uploading BOLs From External Drivers
Fees
- How to Add 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
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
- How To Assign A Driver/Truck To An Unassigned Order In The Scheduling Tab
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