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

New fuel summary items have been added under the pills in ‘Fuel Purchases’.

Main menu > Financials > Fuel Purchases

A new column has been in the grid called ‘Driver Deduction Amount’. It reflects the Fuel Amount to be deducted from Driver.

Driver Deduction Amount → (From) Financials > Balances > Driver Balances > Amount

A new tab called “Accessorial” has been added to the customer’s profile.

Main menu > CRM > Customers > Customer’s profile

In the Accessorial tab, the following has been added:

1. Drop down to choose from existing Accessorials and a save button.

The drop-down has a list of all the existing accessorials on Global Level that can be used to add to the customer's profile and apply to that particular customer. Once the save button is pressed, the system will open accessorial in Edit Mode. The user will add the details that they want to save it. Once the Edit Accessorial screen is saved, it will only be saved in the customer accessorial and not in Setup>Accessorial.

2. Create New Accessorial

The ‘Create New Accessorial’ pop-up is the same that we have in Setup>Accessorial. After adding all the required details, when the user saves the accessorial, it will be added under the global accessorial (Setup > Accessorial). The user can then use the dropdown to add the newly created accessorial to the customer profile. The system does not allow multiple accessorials with the same name.

3. A list of all the accessorials added for this customer.

In the list of accessorials following columns are shown:

There are three ways to create an accessorial:

1. Create a new accessorial from Setup

Main menu > Setup > Accessorials > Create new accessorial

2. Create a new accessorial from the customer’s profile as discussed earlier

3. Selecting the accessorial from the drop down in the customer’s profile

The new ‘Create new accessorial’ and ‘Edit Accessorial’ have the following fields:

Accessorial grid has the following columns now:

Main menu > Setup > Accessorials

Note: Once an accessorial has been created in Setup, it will show in the dropdown in the accessorial section in the customer’s profile. While saving the selected accessorial from the dropdown, some fields will be locked (not editable) e.g. Name, Accessorial Code, and Units, while some will be editable e.g. rate and description.

The setup added in the accessorial setup or the customer accessorial will be selected and shown while adding an accessorial in the load.

Dispatch > Loads > Load > Accessorial

Following changes have been made to Create New Load Accessorial:

The system will follow the following hierarchy to apply the rate to an accessorial on the loads' screen:

On Loads Detail screen, “Chassis” has been added as a dropdown option under “Van type”.

Dispatch > Loads > Create new load