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Dispatching using Dispatch Wizard Tailwind CMS TM.

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Presentation on theme: "Dispatching using Dispatch Wizard Tailwind CMS TM."— Presentation transcript:

1 Dispatching using Dispatch Wizard Tailwind CMS TM

2 1. Click on the Orders Icon - and the order screen opens. 2. Select an undispatched order (blue in color) and double-click on it. Step 1 Step 2

3 Step 1 1. The selected order will open up. Click Dispatch Wizard. 2. The Dispatch Wizard screen will open up. Select the shipment(s) from this order that you will be dispatching on the same truck. Flag the shipment(s) you wish to dispatch to this truck and click on Next. Step 2

4 1. Select the dispatch type: Use One-truck pickup and delivery for all loads not cross docking on one of your company docks. 2. Click on Next. Step 1 Step 2

5 1. Select Company Truck when dispatching company drivers, owner operators and lease operators. 2. Click on the down arrow opposite Tractor. Select a tractor from the drop down list. (To add a tractor go to Equipment section) Step 1 Step 2

6 Step 1 1. Click on the down arrow opposite Trailer 1. Select a trailer from the drop down list. (To add a trailer go to Equipment section) 2. Click on the down arrow opposite Driver 1. Select a driver from the drop down list. (To add a driver go to Personnel section) Step 2

7 Step 1 Step 2 1. Once a piece of equipment has been used in a dispatch the system defaults on the next dispatch to the last Tractor, Trailer and Driver used. As a result, only the Tractor must be selected on future dispatches. 2. If Tarp or Air Ride are required, then select the appropriate flag(s).

8 Step 1 1. Click on Finish & Open. A new window opens and assigns a TRIP #. Click OK. 2. The new dispatch will open. Select location #1 and enter the departure date and time. (Click on the down arrow.) Step 1 Step 2

9 Step 1 Step 2 1. For location #2 - highlight it, enter the date and time on the right in the Location Information section. 2. Click on Save. Click on the Payables tab. Step 1 Step 2

10 Step 1 Step 2 1. If the driver is setup with automatic payables, then the payables will appear automatically when the dispatch is saved. 2. Click on Add Payable to manually add driver pay. Refer to the tutorial on creating payables to complete the payable.

11 End of Dispatching using Dispatch Wizard Technical Support 1-866-889-5006 For more detailed help!


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