Create Pickup

The Pickups section tracks customer pickups. If you are using Billing you MUST complete the required data (yellow text field boxes). The window is split and works in conjunction with Deliveries.  To CREATE a new load you must enter both the first Pickup & the first Delivery. Once the load is created you can add additional Pickups or Deliveries.

To Create Pickup Record:

  1. Display the Loads window as outlined in About Pickups and Delivery.

  2. Click the New Trip button on the bottom toolbar. The Truckers Helper will assign a ProNumber to the Pickups.

  3. The Truckers Helper assigns a Pickup Order number. This is the order in which the pickups will be made.
    NOTE: if you have more than one load on the same day the program will increment the Pickup Order for the number of loads you have. Dispatch will use this order to run the loads.

  4. Enter the Truck Number.

  5. If you are using Payroll the program will assign the driver of the above truck to the load. If you are slip seating, a list of drivers will appear. Select the correct driver from the list. You can also change drivers by clicking in the Driver or Co-Driver box. If you are not slip seating be sure to keep your truck assignments current in the Payroll Setup and the program will assign the correct driver automatically.

  6. Enter the Trailer Number.  (second trailer number is for use with pups or containers & is not required)

Note: If you do not know what truck and/or trailer will be carrying this load enter N/A for the truck number and  trailer number. See also Load Board for information on how to assign this load.

  1. Enter the customer identification in the CustId field. If the customer identification is unknown, press the F4 key located on your keyboard to display the Customer List window. From the Customer List window double click the Company Name to select it, or single click the Company Name to highlight it, then press the Enter key located on your keyboard.

    If the customer is not displayed on the list, double click Add - New - Customer under the Company Name heading to create customer record. The Truckers Helper Address Book window is displayed. Click the Add button to add a new customer. Enter the customer name, address, city, state, and zip. Enter the Customer ID. Click the Save button located on the bottom toolbar to save the entry. Click the Close button located on the bottom toolbar to close the Address Book window. The new Customer ID is displayed in the CustId field.

  2. Press the Enter key located on your keyboard to display the Customer Name and address in Pickups.

  3. Enter the scheduled Pickup Date.

  4. Enter the scheduled Pickup Time (optional).

    5. Note: If you receive an Audit Error stating the date is earlier than the last scheduled delivery, please verify the data. You cannot schedule a pickup earlier than the last delivery for the same truck. If the truck delivered the load earlier than scheduled, change the scheduled delivery date.

    1. Enter the customer pickup number in the Pickup No. field, if applicable.

    2. Enter any notes you want to keep with this Pickup. Notes will be printed on the Dispatch Load Report. You have 100 spaces for notes.

    3. Press the Enter key located on your keyboard to advance to Deliveries.

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