Summary

The following new features have been added for a better customer experience:

Partner Carrier Balances are not dependent upon vehicles
All Stops Information displayed on Invoices
Partner Carrier column in vehicle/driver dropdown in Dispatch Screen
Dispatch for each leg generated on the Load Template
Currency Section in Load Templates
Lock Split Removal Once the Load is settled
RMIS Integration

Partner Carrier Balances are not dependent upon vehicles

Partner Carrier Balances are now tied to the Partner Carrier itself instead of the Vehicle.

Main Menu > Financial > Balances > New Partner Carrier Balance

Now, selecting the vehicle is not compulsory. Partner carrier balances can be created without selecting any vehicle.

The recurring deductions are initiated from the Vehicle profile as usual.
All Fuel purchases are still mapped to both Vehicle and Partner Carrier as usual.
The users are able to create a new Partner Carrier Balance from either the Settlements section or Balances section and the vehicle is now optional.

2. All Stops Information displayed on Invoices

All stops on the invoices will now be displayed regardless if there is a split or not. Only a stop that is marked as a local terminal will be omitted.

To configure this, the setting to show all the stops in the invoice should be enabled from Global Settings.

Main menu > Settings > Invoice

Once this setting is enabled, all stops will be shown on the invoice.

For example, for the below load, all stops will be shown on the invoice.

3. Partner Carrier column in vehicle/driver dropdown in Dispatch Screen

Users are now able to see Payable To/Partner Carrier assigned to a vehicle or a driver while dispatching a load.

On the Loads Dispatch screen, a new column called Partner Carrier in Driver and Vehicle dropdown has been added.

4. Dispatch for each leg generated on the Load Template

If a load template contains multiple legs then the users are now able to select dispatch for each leg generated on the Load Template.

Main Menu > Setup > Load Templates

Dispatch Information for the first leg can be entered in the fields selected below:

The dispatch info for other legs can be added by clicking on the “Dispatch Load” button as shown below:

5. Currency Section in Load Templates

A currency section has been added in the load templates for users to switch between USD and CAD.

To enable this, make sure that the setting is enabled in the Global Settings.

Main Menu > Settings > General

The currency column has also been added to the Loads and Invoices grid.

6. Lock Split Removal Once the Load is settled

Once a settlement has been generated against a split, the remove option is grayed out from the split location. When a user tries to click it, it displays a tooltip that says, “Settlement exists against the load, please remove the load from settlement to remove this split.”

Dispatch > Loads