Dispatch form: This form allows the user to both edit and add dispatches for driving and deliveries.
Actions:
Contacts: Can be searched and added from the top of the form. Set Origin / Set Destination / Use Billing Info: These buttons will assign the selected customers info to this dispatch.
Customer Info: These are the pick up and destinations of the customer. And special notes for the dispatch. If a customer from the database has been chosen, a view customer button will appear next to the customer name. If the customer does not exist in the system, a Add customer button will appear next to the customer name.
Schedule Info
Ordered Date: Date and time the order was placed. Schedule: Date and time the order is scheduled to be made. This can be a future date, the order will remain in the system until a pickup time is placed. Completed: Date the order dispatched as paid. Pickup: Actual time the pickup was made. Return: Time driver returned from dispatch. Drive Time: Time in minutes of drive. Miles: Mileage of drive. Active Order: This is a feature that requires understanding. Completed and uncompleted orders removed from the system on a daily basis. Active orders are not. This feature is necessary to maintain orders that are both scheduled for the future Dispatcher: This is the dispatcher's name, it's a default setting for who is using the system. Vehicle: This is a text field that stores the name or number of the vehicle. #: The unique dispatch number.
Product List: This is the list of items being applied that will make the total of the dispatch. To edit the price, double click a line of the order and select the amount to apply.
Closing A Dispatch
Closing a dispatch requires a payment be applied to the dispatch. When the “Make Payment & Close” button is first pressed, a payment screen will appear, choose the credit or cash for the payment. Once a payment is applied, pressing the Close Dispatch button will close the order. Go to Payments for more information on payments.
