Initial Setup

Warning: This is an incomplete guide.

Instructions for user setup and group access to follow.

• Prior to access, the user will need to create a profile
• Once the user profile has been created, the user will need to link into a group

Initial Basic Setup

The system will be provided with the following already created:

• Organisation.
• Basic user role.
• Administrative user with password.
• All programs, menus and menu options configured in a standard way.
• Standard order statuses.
• Standard trip statuses.
• Standard parameters, including the system and system parameters configured.
• GB timezone.
• GBP currency.
• Standard VAT code.
• GB location zone.
• GB country.

Change the password for the administrative user.

Static Data Setup

Organisation Parameters

User Parameters

Role Parameters

Customer Parameters

Customer group

Customers

Geographical Data Setup

Timezones

Countries

Location types

Locations

Transport Units setup

Transport Unit Categories

Transport Unit Types

Product Setup

Pre-requirements:

• Transport Units setup

Product Group

Temperature Type

Product Type

Resource Setup

Carrier Parameters

Carrier Groups

Carriers

Person Parameters

Drivers

Carrier assignment

Vehicle Type Categories

Vehicle Types

Vehicles/Trailers

Carrier assignment

Finance Setup

Pre-requirements:

• Static Data Setup
• Service Levels Setup
• Transport Units Setup

Organisations updated

Currencies

Accounts

Payment Methods

VAT Codes

Contract Types

Rates

Contracts

Orders Setup

Pre-requirements:

• Static Data Setup
• Geographical Data Setup
• Service Levels Setup
• Transport Units Setup
• Product Setup
• Finance Setup (optional)

Order Categories

Order Parameters

Order Templates (optional)

Orders may now be created.

Fixed Routes Setup

Pre-requirements:

• Static Data Setup (optional)
• Geographical Data Setup
• Resource Setup
• Service Levels Setup (optional)

Loading/Unloading Rates

Location Zone Types

Location Zones

Fixed Route templates

Planning Setup

Pre-requirements:

• Static Data Setup
• Geographical Data Setup
• Orders Setup
• Resource Setup

Loading/Unloading Rates

You can now create trips.