Settings #

Region #

1. User creates region using the Add Region button.
2. User modifies region's information using the Edit button.
3. User deletes a region using the Delete button.

Add Region #

• Click add region button
• Enter name
• Enable SMS notification (optional)
• Enforce odometer vs route distance tolerance (optional)
  • If enforce odometer is enabled enter odometer route tolerance in km
• Click create region

Edit Region #

• Click action button
• Click edit
• update name
• Enable SMS notification (optional)
• Enforce odometer vs route distance tolerance (optional)
  • If enforce odometer is enabled enter odometer route tolerance in km
• Click save changes

Delete Region #

• Click action button
• Click delete
• Click ok

User and Role #

Roles #

1. User creates roles using the Add Role button.
2. User modifies role's information using the Edit button. Roles having "immutable" as their action are not modifiable.
3. User removes a role using the Delete button.
4. User searches for existing roles by inputting roles names in the search bar.

Add Role #

• Click add role button
• Enter role name
• Select type(admin or user)
• Enter description (optional)
• Select Permissions
• Click create role

Edit Role #

• Click action button
• Click edit
• Update role name
• Update type(admin or user)
• Update description (optional)
• Update Permissions
• Click save changes

Delete Role #

• Click action button
• Click delete
• Click ok

Users #

1. User creates users using the Add User button.
2. User modifies user's information using the Reset Password and Edit buttons.
3. User deletes a user using the Delete button.
4. User searches for existing users by inputting user's names or role name in the search bar.

Add User #

• Click add user button
• Enter user name
• Enter password or click generate password
• Confirm password
• Select role. To add role check Add Role.
• Select region (optional). To add region check Add Region.
• Click register

Reset Password #

• Click reset password button.
• Enter password or click generate password
• Confirm password
• Click register

Edit User #

• Click action button
• Click edit
• Update user name
• Select role. To add role check Add Role.
• Select region (optional). To add region check Add Region.
• Click save changes

Base Configuration #

Settings #

1. User creates carrier settings using the Add Setting button.
2. User modifies carrier settings using the Edit button.
3. User deletes a carrier settings using the Delete button.

Add Setting #

• Click add setting button
• Enter movement alert start hour
• Enter movement alert end hour
• Enter speed alert threshold
• Click create setting

Edit Carrier Setting #

• Click action button
• Click edit
• Update movement alert start hour
• Update movement alert end hour
• Update speed alert threshold
• Click save changes

Delete Settings #

• Click action button
• Click delete
• Click ok

Road Type #

1. User creates road types using the Add Road Type button.
2. User modifies road type's information using the Edit button.
3. User removes a road type using the Delete button.

Add Road Type #

• Click add road type button
• Enter name
• Enter code
• Click create road type

Edit Road Type #

• Click action button
• Click edit
• Update name
• Update code
• Click submit

Delete Road Type #

• Click action button
• Click delete
• Click ok

Terrain Type #

1. User creates terrain types using the Add Terrain Type button.
2. User modifies terrain type's information using the Edit button.
3. User removes a terrain type using the Delete button.

Add Terrain Type #

• Click add terrain type button
• Enter name
• Enter code
• Click submit

Edit Terrain Type #

• Click action button
• Click edit
• Update name
• Update code
• Click submit

Delete Terrain Type #

• Click action button
• Click delete
• Click ok

Bank #

1. User creates banks using the Add Bank button.
2. User modifies bank's information using the Edit button.
3. User removes a bank using the Delete button.

Add Bank #

• Click add bank button
• Enter name
• Click submit.

Edit Bank #

• Click action button
• Click edit
• Update name
• Click submit.

Delete bank #

• Click action button
• Click delete
• Click ok

Insurance Provider #

1. User creates insurance provider using the Add Insurance Provider button.
2. User modifies insurance provider's information using the Edit button.
3. User removes insurance using the Delete button.

Add Insurance Provider #

• Click add insurance provider button
• Enter name
• Click submit.

Edit Insurance Provider #

• Click action button
• Click edit
• Update name
• Click submit.

Delete Insurance Provider #

• Click action button
• Click delete
• Click ok

Commodity #

1. User creates commodities using the Add Commodity button.
2. User modifies commodity's information using the Edit button.
3. User removes commodity using the Delete button.

Add Commodity #

• Click add commodity button
• Select shipper. To add shipper check Customers
• Enter name
• Click submit

Edit commodity #

• Click action button
• Click edit
• Select shipper. To add shipper check Customers
• Update name
• Click submit

Delete Commodity #

• Click action button
• Click delete
• Click ok

Packaging #

1. User creates commodities using the Add Packaging button.
2. User modifies packaging's information using the Edit button.
3. User removes packaging using the Delete button.

Add Packaging #

• Click add packaging button
• Select shipper. To add shipper check Customers
• Enter name
• Click submit

Edit Packaging #

• Click action button
• Click edit
• Select shipper. To add shipper check Customers
• Update name
• Click submit

Delete Packaging #

• Click action button
• Click delete
• Click ok

Contract #

1. User creates contract using the Add Contract button.
2. User sees Contract Details and modifies routes using the Edit button.
3. User removes contract using the Delete button.

Add Contract #

• Click add contract button
• Select shipper. to add shipper check Customers
• Select route. to add route check Routes
• Select commodity. to add commodities check Commodity
• Select packaging. to add packaging check Packaging.
• Select agent. to add agent check Agent.
• Select product types (inbound, outbound, and site transfer).
• Click add route button to add more than routes
• Click submit

Contract Details #

Add New Route

• Click add new route button
• Select route
• Select commodity
• Select packaging
• Select agent
• Select product types (inbound, outbound, site transfer)
• Click save route

Edit Route

• Click edit button
• Update commodity
• Update packaging
• Update agent
• Select product types (inbound, outbound, site transfer)
• Update waypoint
  • Select vehicle type
  • Enter amount
  • Select type (per km, per quintal, per truck)
  • Select product type (inbound, outbound, site transfer)
  • Click add pricing to add more than one pricing for a waypoint
• Click save

Delete Route

• Click delete button
• Click delete again

Delete Contract #

• Click action button
• Click delete
• Click ok

Route Requests #

• Click approve on a route request
• It will take you to Routes section with the relevant information pre-filled from the shipper's request.

Bonus Multipliers #

1. User creates multipliers using the Add Multiplier button.
2. User modifies multiplier's information using the Edit button
3. User removes them using the Delete button.

Add Multiplier #

• Click add multiplier button
• Select metric (trip count, distance, fuel usage)
• Enter multiplier
• Enter minimum value
• Enter maximum value (optional)
• Enter description (optional)
• Click submit

Edit Multiplier #

• Click action button
• Click edit
• Select metric (trip count, distance, fuel usage)
• Update multiplier
• Update minimum value
• Update maximum value (optional)
• Update description (optional)
• Click submit

Delete Multiplier #

• Click action button
• Click delete
• Click ok

Bonus Routes #

1. User creates bonus routes using the Add Bonus Route button.
2. User modifies bonus route's information using the Edit button
3. User removes bonus routes using the Delete button.

Add Bonus Route #

• Click add route bonus button
• Select route. to add route check Routes
• Enter bonus amount
• Enter description (optional)
• Click submit

Edit Bonus Route #

• Click action button
• Click edit
• Select route. to add route check Routes
• Update bonus amount
• Update description (optional)
• Click submit

Delete Bonus Route #

• Click action button
• Click delete
• Click ok

Announcements #

1. User creates announcements using the Add Announcement button.
2. User deletes announcement's using the Delete button.

Add Announcement #

• Click add announcement button
• Enter Title
• Enter message
• Select target audience
• Click send announcement

Delete announcement #

• Click action button
• Click delete
• Click ok