Download User Guide - Elite EXTRA

TABLE OF CONTENTS
ADMINISTRATOR LOGIN .............................................................................. 4
DASHBOARD PAGE ............................................................................................................ 4
CUSTOMERS PAGE ............................................................................................................. 5
To change, edit or delete a customer ............................................................ …. 6
To Add a New Customer .......................................................................................... 6
User Defined ID ........................................................................................................... 7
DEALERS/LOCATION PAGE............................................................................................... 8
To change, edit or delete a Dealer ....................................................................... 8
To Add a New Dealer ............................................................................................... 9
STAFF PAGE ....................................................................................................................... 10
To change, edit or delete Staff ............................................................................. 10
To Add New Staff ..................................................................................................... 11
DRIVERS PAGE .................................................................................................................. 11
To change, edit or delete a Driver ....................................................................... 12
To Add a New Driver ............................................................................................... 12
ORDERS PAGE ................................................................................................................... 11
Columns Available .................................................................................................. 15
To Add a New Order ............................................................................................. 15
To Add a Courier Order .......................................................................................... 15
To Add a Pickup Order ........................................................................................... 16
To Void an Order: .................................................................................................... 16
To Search for an Order ........................................................................................... 16
On Hold Orders ........................................................................................................ 16
REPORTS PAGE .................................................................................................................. 18
Driver Trax............................................................................................................... .. 19
SETTINGS PAGE ................................................................................................................. 20
SCHEDULED RUNS TOOL .................................................................................................. 20
To create a new scheduled run ........................................................................... 21
To Remove or Reassign a Customer From a Zone ........................................... 26
Using the Scheduled Runs List ............................................................................... 26
DISPATCHER LOGIN ................................................................................... 27
BUILD SCREEN LAYOUT .................................................................................................... 28
Build Toolbox ............................................................................................................ 28
Build Order Management ...................................................................................... 28
Build Workflow .......................................................................................................... 29
BUILD TOOLBOX ............................................................................................................ 29
MANIFEST MANAGER ................................................................................................ 29
Creating a route with the Poly Selection Tool ................................................... 29
Creating a route with Order Management – order list: ................................... 30
Verified Check Box ................................................................................................. 31
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