As a Salesperson, in Tread you can capture the scope of the work when customers order materials or service, and an order can be sent out to internal drivers, Owner operators or Subhaulers.
Creating an Order
To create an Order:
Log into the platform on desktop or laptop here: https://app.tread-horizon.com/
Use phone number or email for username
For mobile access, please download the "Tread Material Logistics" app:
Click here iOS to download the app for iOS/Apple
Click here to download the app for Android
Click on Sales →Orders →Create Order
Click on Create Order and complete the order form. The form includes Project Details like Service type, Locations, Customer information, Rates and other details necessary to create jobs for your drivers or subhaulers.
Orders have an Order Start Time & a Jobs Start Time
Stagger times are based off of the Job Start Time
The number of jobs created will appear in the Dispatch page to assign drivers or subhaulers to create the order
Fields highlighted yellow indicate a required field
Once you complete the order, the number of jobs created will appear in the Dispatch page to assign drivers or subhaulers to complete the order.
Organizing and Filtering Orders
The Dispatch page, includes 3 sets of filters for you to streamline your view and manage orders quickly.
Date filters
These filter helps you quickly see what's happening today, tomorrow, and what's active or done. You also have a calendar icon to explore orders in a date range or preselected dates.
Quick filters
These filter helps you fine-tune orders by specific order values
Project, Customer, Vendor, Driver, Pick Up Site, Job Status
Columns & Filters: These filters also help you streamline your current view to hide or show columns & to manage how you view your orders and jobs.
You can also expand or collapse the size of the columns, similar to what you can do with a spreadsheets app. This will help you make the most of your desktop space to be more productive. Place your cursor between columns to enable this feature.
Editing an Order
Should you need to make any edits or adjustments to an order, you can access the
Edit order dialog from the Actions dots icon to make the necessary edits.
You can edit Project Details like Service type, Location details, Customer information, materials and other details necessary to adjust the jobs for your drivers or subhaulers. You can also add an additional job if more trucks are needed to complete deliveries.
If any of these edits apply to the jobs dispatched, drivers will receive notifications to make them aware of these changes.
Questions?
We are here to help! Contact us anytime at 1 (888) 558 7323 or email us at support@tread.io