Training Cheat Sheets

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HOW TO MANUALLY POST A JOB TO A TRUCK

There may be times that a delivery or loading needs to be added to a driver’s batch manually. This could be due to a number of reasons.

The most common one would be if the driver made a delivery and did not save the transaction on his tablet and did not send it back to the office to be listed on the assign screen. To make a manual post, you should have the delivery ticket available in order to copy information needed for the post. The procedure is as follows:

1. Select Manual Post from the tool bar and the Batch Post window will appear. The date will default to the current days date. The time will be the time that the batch option was selected.

2. Left click your mouse over the truck window and choose to which truck number you want to post the job(s).

3. Begin adding data to the following fields.

  • Account- Enter the customer’s account number. (Use the loading account number “0” if this is a Loading

  • Loc- Enter the account number location number and hit the tab key on your keyboard and the address should populate automatically.

  • Volume- Enter the gallons delivered (or loaded) including tenths.

  • Cash and Checks- If money was collected, enter the amount into the appropriate field for either cash or check. If no money was collected, enter 0.00 into the fields.

  • Time- This is the time stamp that appears on the delivery ticket.

  • Date- Change this date to the date the delivery was made.

  • Action- If an action code was used, enter the action code number.

  • Prod- Enter the product code for customer

  • Ticket- Insert the ticket number if one is available from the delivery ticket.

  • Sale #- This is the number stamped on the delivery ticket that was produced by the meter register. This number is normally used as a reference number for that transaction.

4. Select the Add button to save and list the job on the Batch Post table. Continue the same procedure if there are several jobs to be posted for the same truck and date that did not appear on the truck’s assignment.

5. Once you completed your entries, select the Post button. All the jobs you entered will now be applied to that truck’s work.

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