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tc-31 [2025/12/15 16:28]
216.73.216.58 old revision restored (2025/06/25 00:17)
tc-31 [2026/01/26 11:40] (current)
216.73.216.128 old revision restored (2025/12/16 05:46)
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 ====== You can edit Carrier in several different ways: ====== ====== You can edit Carrier in several different ways: ======
  
-  - Directly in the career directory +===== 1. Deleting old carriers from "Settings / Data Tool" menu =====
-  - From an external MacroPoint application +
-  - From an external SaferWatch application +
-  - Import from Quick Book+
  
-1Directly in the career directory+{{:carrier_data_tools_delete_old_carriers.png?nolink&400 |}} 
 + 
 +===== 2. Editing directly in the carriers directory ===== 
 + 
 +==== Test adding a new carrier ====
  
 {{:carrier_new.png?nolink&400|}} {{:carrier_new.png?nolink&400|}}
  
-2. From an external MacroPoint application+==== Test editing all input fields on below ==== 
 + 
 +{{:carrier_edit_physical_loacation.png?nolink&400 |}} 
 + 
 +==== Test edit "Carriers / lanes tab" ==== 
 +{{:carrier_edit_lanes_tab.png?nolink&400 |}} 
 + 
 +===== 3. From an external MacroPoint application =====
  
 Brokerage Dispatch -> Tracking button Brokerage Dispatch -> Tracking button
 +
 {{:carrier_trucking.png?nolink&400|}} {{:carrier_trucking.png?nolink&400|}}
  
-3. From an external SaferWatch application+Load Tracking – Brokerage form -> MacroPoint page -> Add/Track button (1) 
 +{{:carrier_edit_macropoint_addtrack.png?nolink&400 |}} 
 + 
 +When bload.car_id has an empty carrier.dot field then a dialog shows. Inputs on Track Via block need to be filled. (2)  
 + 
 +After entering, it will be written to the log. 
 + 
 +===== 4. From an external SaferWatch application ===== 
 +Brokerage Dispatch -> Carriers -> SaferWatch 
 +Need correct data for connect to SaferWatch.  
 +{{:carrier_edit_saferwatch_refresh.png?nolink&400 |}}
  
-4. Import from Quick Book+===== 5. Import from Quick Book ===== 
 +Brokerage Invoicing -> Export/Import QBO -> Import Carriers from QBO
  
 +{{:carrier_quickbook_import.png?nolink&400 |}}
tc-31.1765808907.txt.gz · Last modified: 2025/12/15 16:28 by 216.73.216.58