Pre-Load Flow
- Andrew Kotys |
- 22 steps |
- 48 seconds
Brokrete
1
Click "New Order"
2
Click the "Customer" field.
3
Click "Pre-Load Customer 1 - Pre-Load Customer 1"
4
Click "Pre-Load"
5
Click the "Include Yards Outside Geo Fence" field.
6
Pick the yard to pickup from
7
Click "Cement"
8
Click "Type GUL Portland Limestone"
9
Click "Pre-Load"
10
Click "Add Order"
11
Assign the order to a driver
12
The driver will complete the pickup - but should not complete the delivery.
13
The next day, find the order by searching by customer or typing in Pre-Load
14
Click the time to change the time of order.
15
Select a new date and time
16
Click "Save / Without Notify"
17
Click the 3 little dots
18
Click "Change Contractor"
19
Change the customer
Changing the customer without selecting a project will cause the system to malfunction. Please ensure you select the correct project for the material on the truck!