In the Fleet Version The Truckers Helper provides the capability to record the data required to print the Load Contract, and to dispatch a load to a Contractor.
To Display Contractor Load Assignment:
From The Truckers Helper Main menu bar choose Loads.
From the Loads pulldown menu choose Contractors. The Contractor Load Assignment window is displayed.
To access the
Contractor Load Assignment window from the Fleet
Version Program
Setup click the Contractor/Brokered
Loads 
icon.
To Assign A Load To A Contractor:
Create load data as outlined in About Billing and About Pickups and Delivery.
Assign the load to Truck # N/A and Trailer # N/A.
From The Truckers Helper Main menu bar choose Loads. From the Loads pulldown menu choose Load Board. The Load Board window is displayed.
Click the tab labeled Unassigned Loads.
Select the load by clicking on the desired ProNumber.
In the Truck # field enter C and press the Enter key located on your keyboard. The Contractor window is displayed.
To Setup A Contractor:
Setup the Contractor in the Address Book, if applicable.
To add a new Contractor to the Customer
List double click Add
- New - Customer under the Company Name heading. The Truckers Helper
Address Book window is displayed. Click
the Add 
button
to add a new contractor.
Choose Contractor from the Customer Type pulldown list.
Enter Motor Carrier Number (MC#).
Enter Federal Identification Number (Fed Id #).
Select the Check For 1099 check box if a Tax Form 1099 is required at the end of the year.
To Enter Contract Information:
From the Customer Id# field press the F4 key located on your keyboard to display the Customer List dialog box. The list of Contractors is displayed. Double click the Contractor Name to select it, or single click the Contractor Name to highlight it, then press the Enter key located on your keyboard.
Select the appropriate Equipment Type check box.
Note: If you select Refer be sure to enter the temperature that needs to be maintained.
Enter the Rate Quan (multiplied by the rate for the Load Pay amount).
Enter the Rate Type (Pieces, Weight, Miles, Flat, Surcharge, Rate 2).
Enter the Rate Amount (multiplied by the rate for the Load Pay amount).
Enter any Stop Pay.
Select the Driver Load and/or Driver Unload check box, if applicable.
Enter the amount to pay for loading in the Load/Unload pay field.
Enter any Other Pay.
Select the Pallet Exchange check box, if applicable.
Enter the number of Pallets required, if applicable.
Enter the amount charged for the pallets in the Pallet Charge field, if applicable.
Note: The pallet charge amount MUST be entered as a negative number.
Enter any Other Charge amount as a negative number.
Enter any Special Instructions. (There is a 50 space limit for comments.)
Enter the number of Days To Pay for the load.
Click
the Assign/Print 
button located on the bottom toolbar to assign the load to
the Contractor information you just created, and to print the Contract
and Pickups/Delivery Schedule.
To Print Contract and Pickups/Delivery Schedule:
A message dialog box is displayed indicating "Create a bill for this load?"
Click Yes to have The Truckers Helper create a bill in Income & Expenses. Click No to cancel the operation. The Reporter window is displayed with the Contract information (Page 2 is the Pickups/Delivery Schedule).
Click Print to print the reports.
NOTE: the textual
portion of the contract is located in a file called "confirmation.txt"
in your Truckers Helper file folder. You can modify this text file if
you wish to change the text of the contractual portion of the contract.
YOU MUST MAINTAIN THE FORMAT OF THE FILE in order for this to print correctly.
This only
applies to version 6.2.56p and later.
You can also edit the COMMENTS section of the Pickup & Delivery Schedule.
Look for "schedule.txt" and edit it to change the comments for
that form.
The load is now assigned to this Contractor. The load is displayed in Load Board under the tab labeled Waiting for Pickup with the Truck # as Broker.
Choose the Truck # from the list to Dispatch the load.
