TRANSMATE - TRANSPORT MANAGEMENT SOFTWARE -

FREIGHTMATE LIGHT HELP

4. Getting Started

4.01 Consignment to invoicing “How to guide”

This is a step by step guide to the procedure for being able to create a consignment for dispatch and invoicing. More detail will be found in the Deliveries section of this help guide.

1. Setup

Before any consignments can be entered you must firstly setup the master file information to enable a consignment to be entered. These master files are maintained in the “File” menu and include:

  • Customers
  • Route codes
  • Products
  • Sender / receivers
  • Customer pricing
  • Standard pricing

Other file information can be located in the”Utilities” menu. These Utility files are sub-master files used within the creation of the master files found in the “File” menu. These include:

  • Company
  • Charge Codes (for pricing)
  • Departments
  • Customer types
  • Pallet types
  • Customer fuel surcharge

Detailed information on the setup of the master files is found in the “File” menu section within this guide.

Detailed information on the setup of the utility files is found in the “Utilities” menu section within this guide.

2. Consignment processing

This is a guide to process consignment through to invoicing. More detail on the usage of each function is found in the”Deliveries” section of this help guide.

Once the master files are setup you will need to:

  • Enter the consignment.
  • Complete the consignment. All completed consignment will be ready to invoice and will appear grouped by customer name in the invoicing section. This will calculate the GST and fuel levy if applicable.
  • If you need to edit or delete the consignment you will need to un-complete the consignment
  • Invoicing and invoice reprint is available in the Invoice option
  • If the invoice is incorrect you can cancel the invoice in the “Cancel Invoice” option, un-complete the incorrect consignment, correct it, complete it again and print the invoice again. A new invoice number will be issued and the cancelled invoice will appear in the cancelled invoice list
  • All printed invoices will appear in the “Export Invoice” option. The “Export Invoices” option will create an Excel file containing invoice header and detail information that can be imported into the accounting system.
  • There are a number of reporting functions to view consignment information.

4.02 Dispatching “How to do guide”

This is used to allocate manifest and / or vehicles to a consignment and if available send the job to a mobile device.

Full details are available in the Consignments section of the help guide.

For the consignment to be dispatched to a mobile device you must have started “DispatchMate” from the main menu. DispatchMate is a program that operates in the back ground and can be located on the task bar of the computer. It’s function is to send jobs to the vehicle and receive information back from the vehicle. Eg delivery status.


4.03 Manifest “How to do guide”

This is a step by step guide to the procedure for being able to create a manifest and attaching consignments to that manifest. A manifest must be available if you wish to attach consignment and / or dispatch consignments to a manifest via the dispatch function. More detail will be found in the Manifesting section of this help guide.

1. Setup

Before any Manifest can be entered you must firstly setup the master file information to enable a manifest to be entered. These master files are maintained in the “File” menu and include:

  • Contractors
  • Vehicles
  • Trailers
  • Route codes
  • Sender / receivers

Other file information can be located in the” Utilities” menu. These Utility files are sub-master files used within the creation of the master files found in the “File” menu. These include:

  • Company
  • Charge Codes
  • Departments

Detailed information on the setup of the master files is found in the “File” menu section within this guide.

Detailed information on the setup of the utility files is found in the “Utilities” menu section within this guide.

2. Manifest processing

This is a guide to process manifest. More detail on the usage of each function is found in the” Manifesting” section of this help guide.

Once the master files are setup you will need to:

  • Enter the manifest
  • Attach / Un-attach consignment to the manifest
  • Complete the manifest once you know it is right
  • If there is a problem with a completed manifest you can un-complete it in the “To un-complete manifests” option.
  • There are a number of reporting functions to view manifest information.
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