You can access the Hauler List screen either by clicking on the 'Hauler' button on the Quick Access Toolbar, or by clicking 'Lists', 'Haulers' from the main menu. The screen above will open and give the user the ability to Add, Edit or Delete Haulers.
Some navigational tips to remember:
Probably the most important field on this screen is the Hauler Id. The Hauler Id is a twenty (20) character unique identifier for each Hauler entered into the system. All load tickets entered into the system must be assigned to a Hauler Id in order to produce accurate reports. Since you will probably reference this Id often, take a few minutes to think of a naming scheme that works best in your company. It is possible to simply use numbers, but numbers are more difficult to remember. The best advice is to pick a method of naming and stick with it. It will save you a lot of time in the long run.
The Contact field is usually the name of the owner of the Hauler.
The Company field provides up to 50 alphanumeric characters to help describe the Hauler in more detail
The Address, City, State, and Zip fields can either be the location of the Hauler or the contact information of the owner of the Hauler. The State field is unique in the sense that you cannot type directly in the field. Any key you press will automatically take you to the closest match within the Postal Code List. As you type the name of the state, the system will do its best to find the matching state name to save you some typing.
Email, Telephone, Cell #, Fax # and Alt # fields are self-explanatory.
In the bottom right-hand corner of this screen is a series of tabs with various extended information you can store on the Hauler.
Clicking the Comments Tab will display a small box where you can type up to 250 alphanumeric characters as notes. This can be any information that you want to store on the Hauler that can't be stored in any of the provided fields.
Click the 'Print' button to print a report of the data displayed.
Click the 'History' button to view a list of all Load Tickets entered for the selected Hauler.