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User Guide - Elite EXTRA

1. eeeecccccsseecccssscccccesssccceeessccceeeccseeseeseseeseees 39 SAVED RE UE EE 39 View a Saved Monitest cece ccssecccccessccccessssccceeesscccesesececseuseceeseaesess 39 Dispatch All Manifests eccccccccccscessssecccccsceeseeesscesesesssseeeeueseessssseeeeees 39 SCHEDULED RUN EE 40 View a scheduled run 40 Merge scheduled run 40 MONITOR SCREEN LAYOUT eres r rear erre aaa aanda 4 Monitor hele ole errar era arrreea ane r renas rreaaaaaada 4 Monitor Order Monogement erre erre 4 Monitor Workflow erre rear rea a aerea near rea aaaaada 4 MONITOR TOOLBOX aaaonnnesseenssssersssseressssrssssersssscrossscrossereesseersssserossscrosssereseseeee 4 SEAR Ee 4 e SSE NEE 42 ROUTEMANA ER E 42 Tue Unie Ee ET 42 lte kd 42 Printing a MOBIS GE 43 Unassigning an Active Route esses ess seeeerereeeeeeeeeeeeeeeeeeaeeaeeaeanaaaaa 43 Managing the Drivers Montest eee 43 Rearranging an Active Route essseeeesrrrrerrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrererererrrrrrees 43 Adding an Order to an Active Route erre 44 Removing an ONA Lapas sigrasisas oia ciaU ab nado son dEO dead pad 44 MONITOR ORDER MANAGEMENT 45 EE 45 Search Results Unassigned Alerts Messoges 45 PONCIANO seenc sens ace EEE nas A E 45 CIC Klees 45 AGO O ACIINE ROUE eege 46 MONITOR WORKFLOW 0oooooo ooo ccccccsssssssssnsscccceeeeecccceeeeeeeeeseseeeessesesssaaaeeeeeeeeeeeeees 46 A
2. Date 5 28 12 Excessive Time at Stop Route Departure Times Exceeded Customer Timing Report Date amp Window 5 28 12 Day m OR through Date range search for when order was entered e g 6 21 09 through If one customer keyed search for that customer I both are keyed search a range of customers Seperate Vis commas 54701 54702 54703 Separate va commas Eau Cate Anoka amp customer Timing There are many reports available to Administrators including Overall Totals Monthly Dollars Local Deliveries Out of Town Deliveries Deliveries by Zone and Driver Activity Reports are customizable for each chent and your listing may be different Under the Reports Tab select the month and year that contains the information that is to be viewed in reports in the dropdown box Click any of the reports buttons to view the report for the selected month Missed ETAs may also be viewed for a specific week Order Search allows easy searching for specific record using a variety of fields Click the Reports Tab again to return to the main Reports page Driver Trax Driver Trax allows administrators access previously driven routes by drivers in comparison to the optimized route that Elite Extra had provided for that route Dashboard Customers Dealers Staff Drivers Orders Account Scheduled Runs DELIVERY ROUTE DETAILS BY DRIVER REPORT Collapse All Details Collapse All Totals Route Details by Driver for day of Ap
3. 18 Delivery Route Details The delivery route details report gives you a deep look into your driver s manifests Each invoice on a particular route is listed with times and dollar amounts Each manifest has the calculated mileage and total times This report is sorted by the time the manifest was dispatched From within this report you can click the View Driver Trax button Driver Trax will show the Google route and your driver s breadcrumbs or actual route Dealer Summary The dealer summary report shows all invoices delivered for the desired date range per dealer Grand totals and dollar figures are also shown Missed ETAs This report shows any ETAs by invoice that were missed by at least 15 minutes by a driver Driver Mileage This lists each driver with the number of routes and the total mileage driven for the selected timeframe It also is a good place to find averages for a driver s invoice delivery time and mileage Route Details Route Details gives a look inside the revenue and invoice number of each route If your site does not use routes it will be based on the dealership instead showing total invoices revenue and gross profit as well as the same values by each individual invoice number Delivery Route Details by Driver This is the same information as the Delivery Route Details report just sorted by the Driver s first name as opposed to the manifest dispatch time Driver Summary The Driver Summ
4. 56 00 Arden Auto Body 9340 EXTRA Demo Deal 1 50PM 4 6 13 Days 20 Hour PENDING DEALERS LOCATION PAGE Within the Dealers Locations page you will find the listing of all active locations Sorting by any of the columns of information allows you to navigate to the desired record You may also use the filter input at the top of the page Dashboard Customers Staff Drivers Orders Reports Account Scheduled Runs DEALER LIST Click amp to edit a dealer or Add New Dealer Filter by Company Name Filter ID Login 7 lt First Name Last Name 7 Address 7 City 7 Company Name P 9286 adminlr 5450 SOUTHE BROADWAY DENVER EXTRA Demo Dealer 10003 DemoNEa 12200 E Mississippi Ave Aurora Demo NE Warehouse 10001 DemoNw 7347 N Federal Blyd Westminster EXTRA NW Warehouse Administrator access allows you to change or edit location information user names and passwords and actual location This access also allows the Administrator to delete a location To change edit or delete a Location Click on the pencil next to the location ID Edit or update the desired information Click on Submit at the bottom of the screen to save any changes made If the information was only viewed click Cancel to return to the customer list without saving changes or click on the Dealer Location tab to return to the listing Click Delete to remove the location from the list Historical data preserved
5. A route may need to be rearranged if a driver cannot make a delivery in the order that the route was dispatched When this happens Select the route that you need to rearrange Click and drag the stop to the appropriate position Note If the driver has already entered Report Arrival follow these steps Remove the order that you would like to rearrange Find and select it in the Unassigned Tab Select Add to Active Route Your order will be placed at the end of the route 43 Now if you d like to move the delivery you have just added to the route you are able to do so by clicking and dragging the stop to the desired location Adding an Order to an Active Route The dispatcher has the ability to add an order to an active route New orders are typically added prior to a driver departing but pickups may be added after departure 3 Click on the active route you wish to add an order to J Click the Unassigned tab from Order Management at the bottom of the 3 You may also click the Show Points button to see the points displayed on the map 3 Click and drag the order from the unassigned list to the desired position in the active route displayed in the Route Manager o You may also select the order and click Add to Active Route which adds the order to the bottom of the list and can be moved o Alternatively click the point on the map and click the to add it to the active route Note If a stop to that custom
6. Copyright 2012 Extra Trax LLC All Rights Reserved WEB SITE DESIGN ADC4WEB com 52 The Customer Logm allows the user to quickly view the Estimated Time of Arrival ETA for an active order located gold box beneath the Di 2 74 ACCOUNT MANAGEMENT HELP ELITE EXTRA DEALERS WELCOME TO REAL TIME TRACKING FOR Edwards Garage and Showroom Refresh ETAs gt EXTRA Demo Dealer 3 EXTRA NW Warehouse column Expected ETA If there are no expected deliveries available then this portion of the webpage will not be visible PO Number 0000 Expected ETA Dealer Name 45 A EXTRA Demo Dealer EXTRA Demo Dealer d413 EXTRA Demo Dealer 852588 Customers are able to view information on Orders that haven t been delivered yet as well as past deliveries in separate tables Clicking on a particular dealer within the Elite EXTRA Dealers area allows users to view information for expected and past deliveries The Expected Order portion displays the ETA of the delivery in the Time field unless the route has not been dispatched yet then the field will read Pending The Expected Deliveries Table will also display the type of delivery the name of the dealer and invoice and or PO number and the date ordered The Past Orders table displays the date and time of the delivery type of delivery the name of the dealer the invoice and PO number and the date ordered The Customer will b
7. REAL TIME STREAMLIN ED H 4 i H User Guide Software Version 7 0 Rac AT RA TABLE OF CONTENTS ADMINISTRATOR LOGIN cccsccesceccecceccecceccecceccsccsccsccscescescescescesseese 4 EE AE 4 CU TOMER EE 5 To change edit or deleieocustomer 0 ccc cece ccc ceeeeeeeeeeeeenenee ey 6 To Add a New Customer cece cc ccsssetseseeeeeeeceeccceeceseeeseesssuaaananeeeeeeeees 6 User Deined TD E DEALERS LOCATION PA E E 8 To change edit or delete a Dealer rerreree 8 TO FCG NEW De EE 9 SSL gd PA E 10 To change edit or delete Stot 10 te PCAC NeW SOM EE 1 DRIVERS PAC E 1 To change edit or delete a Driver 12 TOA dd d N w nl 12 ORDERS E 1 Columns AVONGDICS EE 15 TO AGa Ko NEW er TEEN 15 To Add a Courier Ol TEE 15 To Add a Pickup Me te OL EE 16 To Void an E e te TE 16 To Search for an Order EN 16 On nola Belt LC 16 REFOR ee 18 DIIM GI dE 19 Ns SPA OE EE 20 SCHEDULED RUNS TOOL ere 20 To create a NEW scheduled run eee 21 To Remove or Reassign a Customer From a Zone 1 0 00 eee eeceeeeeessseeseeseeeeeeees 26 Using the Scheduled Runs List eee 26 ISP AT GEN LOGIN BN 27 EURO SCREEN TATOUL EE 28 BUIG te Tele EE 28 Build Order Monogement ess s ess serereeeeeeeeeeeeeeeeeeereeeeeaeaeeaaaaenananaa 28 O e Wer e sic daitabiaaaiod ale dadia Dina cien Ein aasia iss is cas asas dad Sasha casada sand Sasha canas 29 BUILD TOO LDO GE 29 Va Elle GRO EE 29 Creating a route with the Pol
8. 418 1 Day 1 Hour 3 1 04 PM 48 1 Day 1 Hour 3 9 44 AM 4 3 16 Days 4 Hour 9 44 AM 4 3 16 Days 4 Hour 9 43 AM 4 3 16 Days 4 Hour 9 43 AM 4 3 16 Days 4 Hour 9 42 AM 4 3 16 Days 4 Hour 9 42 AM 4 3 16 Days 4 Hour 9 42 AM 4 3 16 Days 4 Hour 9 41 AM 4 3 16 Days 4 Hour Copyright 2012 Extra Trax LLC All Rights Reserved Driver Name Time Logged in as boothdata1 Logout Status PENDING PENDING PENDING PENDING PENDING PENDING PENDING PENDING PENDING PENDING DELIVERED PENDING PENDING PENDING PENDING PENDING PENDING PENDING 9 45 AM 4 3 Displaying 1 136 of 136 Note You will have to change the source field as the driver will be picking up the order from a location other than the warehouse Your destination should be set to the customer who will receive the parts 3 Enter in the name of the location for the pickup in the Source field 3 Enter the name of the delivery location in the Destination field 3 After entering the last column of information tab one more time to enter your new order and to clear a row for your next order Pickup Orders to be returned to the warehouse can also be entered by an Elite Extra Administrator or with the proper privileges given to a staff user The information is entered into the Order entry area of the dashboard To Add a Pickup order 3 Double click on the top row of the soreadsheet in the PO column to
9. Enter the address and click Geocode Address to view the geocoded location or enter the coordinates in the map display on the right and edit location if necessary D G amp G Admin Add a Dealer contains functionality to allow the Location Dashboard Customers Staff Drivers Orders Reports Account Scheduled Runs EDIT DEALER 9286 EXTRA DEMO DEALER Required Fields Logo No file chosen Delete Logo FI Username adminir Password boothdemo2pass First Name Last Name Day Phone Other Phone Email Address 1 5450 SOUTHE BROADWAY Address 2 City DENVER State Province COLORADO Zip Postal Code 80113 Dealership Name EXTRA Demo Dealer Order Tracking Opt Out Dispatched By EXTRA Demo Dealer Submit X Delete Cancel To Add a New Dealer Location user to input information for a new ee ee SC GE 1 8 S eee a a m z 5450S Broadway Circle Englewood CO 80113 kA ji Powered by Leaflet 2012 Microsoft Corporation 2010 NAVTEQ AND Terms of Use SD 39 61735153196242 104 9847 7935791016 Geocode address Click on the Add New Dealer button at the top of the Dealers page Enter all available location information The username and password may be requested from the location or set by the administrator fields marked with a red asterisk are re
10. ordered by zone salesperson part number and a date range Al Search Enter your search terms below to search for orders PO Invoice Business Name Ordered By Driver Name Zone Salesperson Part Date Range From Date Range To Date range search for when order was entered e g 6 21 09 stem Gear Form Route Manager To search 3 Enter the desired parameters into the search form and select Submit o Multiple field entry will narrow the search such as Invoice Number and Destination J Your results will appear in the Search Results tab in the Order Management area The Search tab in Order Management displays the results for all of the deliveries for that destination Results below were generated by a search of Destination Beetle and Invoice Number d616 Warehouses 3 Demo NE Warehouse 2 EXTRA Demo Dealer 14 EXTRA NW Warehouse 4 Search Results 1 Unassigned 0 Alerts 1 Action Clear Results Filter PO amp Invoice Destination Amount CHG Notes Ordered At Delivered At ETA Status d616 d616 Beetle Shop 2655 W Alameda 35 00 5 21 12 9 17 AM PENDING ROUTE MANAGER To view information in the Route Manager you must do one of the following o Click an active route from the Workflow Active Routes Tab o Double click an active driver from the Workflow Active Drivers Tab o Click on a driver square from the map T
11. Alba Distribution 3800 W Alameda Ave 18 Denver Drive Time 5 Mins O 93696987 9 34 AM 5 21 V F X W Demo NE Warehouse 12200 E Mississippi Ave Aurora Drive Time 10 Mins Create An Order Dispatching a Manifest Dispatch Route 86 86 Select a Driver to Assign to Manifest Name Status Additional Notes J To dispatch a Manifest make sure that you are epentverson awaiting 16 Box Truck Departure satisfied with the order of stops and then select foniamiddeson in Dispatch in the Manifest Manager 3 You will be prompted to choose a driver Select the driver you want to dispatch the Manifest to and choose Dispatch Now Your manifest will be dispatched and will now show up on the Monitor side of Elite Extra under the Active Routes tab Dispatch Now Cancel If you decide that you are not ready to dispatch the Manifest you may choose to save it for future dispatching or you can clear it if not satisfied with the routing 31 Change Routing Order 3 To change the order of a route simply select and drag the stop you would like to move and place it in the desired location 9 You can also reverse the entire order of the route by using the Flip button Invok O West 2595 W Evans Ave Denver If you are not satisfied with the route you ve created you can click You have made manual edits click to re optimize route and your route will be re optimized Yo
12. Auto Shop Gorman s Autoparts Elder Autobody and Tires Filter by Company Name Address 7301 W 118th Place 2319 Larimer St 1465 Dallas St 4397 W Florida Ave Ste 120 20300 U S 50 2400 West 104th Avenue 10531 East Arapahoe Road 1990 5 Federal Blvd 4466 5 Broadway 16351 West Colfax Avenue 10450 North Federal Blvd 1470 Airport Blvd 2045 W Hampden Ave 7945 E Colfax Ave 1711 West Baltic Place 2655 W Alameda Ave 8252 5 Broadway 10743 E Arapahoe Road 2109 W Chenango Ave 4D 4940 E Asbury Ave Broomfield Denver Aurora Denver Racky Ford Federal Heights Centennial Denver Englewood Golden Westminster Aurora Englewood Denver Englewood Denver Littleton Centennial Littleton Denver To View Customer Details 3 Click the pencil icon next to the customer in which you would like TO view You are able to view information about the customer s company name first last name day phone other phone e mail address city state zip code and map location If you see that customer information or location is incorrect or your customer has moved call your Elite EXTRA provider 3 Click the customer tab to return to the customer s listing page DEALER REPORTS 91 With the Dealer Login the user is able to search and view reports for specific orders by clicking the Order Search link and entering information about an order Other reports may be available for a specific client Dashboard Pickups Customers
13. Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal Demo NE VYarehou Demo NE VYarehou Demo NE VYarehou EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal ei Q Search e gt bil Staff q Held Orders Amount 0 00 99 09 66 00 34 00 56 00 65 00 78 78 76 76 99 98 458 00 45 00 10 35 453 00 88 00 48 00 65 80 256 23 47 78 526 89 Drivers Pickup Notes Reports Destination Galaxie Taxi 3520 Metro Area Auto S Best Auto Repair 0 Arden Auto Body Alba Distribution 3 Latitude Custom G A amp W 6635 Leetsd Amina Truck and T Alba Distribution 3 Amina Truck and T Amina Truck and T Autobahn Import S Edwards Garage a Mattocks Marine 4 Camelot Auto Care Rickenbaugh Sales Chip Magic Painting Creel Sport Yehicle x Account Scheduled Runs Dest UDID Order By 9334 9372 9395 9340 9374 9376 9350 9349 9374 9349 9349 9356 9378 9331 9381 9335 9333 9346 EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal Demo NE VYarehou Demo NE VYarehou EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA De
14. EliteEXTRA boothsocketdemo2 Dealer EXTRA Demo Dealer Monday June 18 2012 03 25 pm Sp Manifest Manager Build Monitor Switch to Dual Window Mode Drivers Vehicles 1 Sherrelwood Welby f Derby Saved Manifests 2 O Time E AC ATJ Satellite 44 Traffic 4 Drag unassigned deliveries here to create a manifest G Scheduled Runs 4 ei geg re Ki You have 4 manifests ready for dispatch 270 i A click to view details Arvada __ Berkley Commerce City E Hi q Dispatch All Print All Merge E wW Tusk Kantan Va E egee Airmen Memes EXTRA Demo Dealer pplewood Wheat Ridge 88 33 S ar ae Se oy PM Jun 18 Bivd ECH umber of Orders Edgewater z 9 O E KA Est Time 18 Mins o V L 287 Colfax Ave 40 IA e 225 South Zone Wednesday 3 00 PM May e iu qa RR 5 k EN H Number of Orders 269 Lakewood amp O a5 Ueda Ave Aurora National Est Time 36 Mins O Glendale Ey j South Zone Tuesday 3 00 PM May 22 O 5 2 we Number of Orders 1 E9 Ce K i E Jawad a Est Time 19 Mins H i E West Zone Monday 3 00 PM May 21 q ZS Number of Orders 369 Englewood E o 2 Est Time 46 Mins 9 285 W Quincy Ave Sheridan Cherry Hills ta Marston Village 87 Cherry Creek he l vu State Park Lake j v 5km H Littleton DIS 97 Sy Zrmi d Create An Order t Teffns of Use Colum Valley c vilana Unassigned 26 Saved 5 Scheduled 7 Held 0 Alerts 0
15. Jaa LY Open Space WM A 4 et White Ranch Golden Gate Open Space Par ca orton ay bs SC 75 M ET Westminster Welby Derby St Mary s fera nyon i i State Park AN PER A a l Mor i 7 Central City North Table 4 _ AI ada dh i ce p d ck He Mountain Park Sir SAY A vm erth Ze Black Hawk e mag Falis Centennial V C VCR e aai 1 4 Dowmieville Lawson Dumon e Sea ST ee ie Idaho e den i er en Bennett 40 i a e F prings Je P a bw _ CN RK A EE 4 Gei Edgewater D buerg z E t ebe E Kittredge A Evergreen Le A5 sh Cottonwood Deer Creek gt POWERED BY Aspen Park Canyon Pak s ie 3 y X Gel Heritage A E ENEE EE HS ER H dv Lone Tree _ gt Map data 2012 Terms of Use Google 8 s Chatfield na Rarker i Save Edits From this page you are able to add the customers you want for each zone This can be done in 2 ways Option 1 Adding by customer name 3 The first way is to select customers in the Assigned Businesses list below the map Begin typing the customer name and EXTRA will query the customer database and provide suggestions matching the characters entered entering more characters will limit the list 3 Select the desired customer name from the list and click the Add button to add the customer shown in the selection box to that delivery zone 22 MANAGE ZONE BUSINESSES Zone Name NE Y View All Customers H
16. Number Source Customer Address Amount Ordered At Pickup Notes Time Status Signer Sorting the Dealer Pickup Table 50 3 Click on the column heading to sort the table ascending or descending Searching the Dealer Pickup Table 3 Type any piece of information in the Search box below the table that would be populated in any of the table s fields to refine the search to specific records DEALER CUSTOMERS Within the Customers page the user will find a listing of all customers that have placed orders through that dealer Sorting by any of the columns of information allows the user to navigate to the desired customer to be viewed Enter a customer name in the Filter by Company Name box to allow for the quickest access to a specific customer listing Dashboard CUSTOMERS D zs a 9386 10001 P 9347 9381 P 9313 9365 9392 9380 9359 P 9363 P 9364 10003 9358 P 9349 P 9329 P 9382 9391 P 9337 9368 9355 Pickups Reports Account Company 7 First Name 7 Last Name 5th Gear Automotive Service Big Muddy Tires Colorado Auto Salvage Camelot Auto Care Center Colin s Local Gas Station Englewood Alignment Aurora Littleton Recon Discount Tire JB Tires and Service Bradford Car Windows TDC Car Care Speedy Auto Care Hopps Automotive Amina Truck and Tractor Bearco Paint and Supply Beetle Shop Ken s Mountain Towing and Service An
17. Reports Labels Logged in as acmeauto Logout ORDER SEARCH Enter your search terms below PO Invoice Business Name Driver Name Zone Salesperson Date Ran ge From Date range search for when order was entered e g June 16 6 21 09 Jun 13 2009 Search Clear Results 3 Enter any known information for the corresponding fields on the Order Search Page and click Search to view the results Click Clear Results to clear reports and fields to starf a new search CUSTOMER LOGIN Customers are able to login to Elite EXTRA and view the orders that have been placed and view an estimated time of arrival ETA Information regarding pending orders is displayed in the Expected Deliveries section of the page and includes the estimated delivery time order type dealer or warehouse of origin invoice purchase order number and date ordered Historical orders appear in the Past Deliveries area of the page 3 Use the provided registration code first 1 and create your own username and password for you subsequent logins 2 EAE NEW USERS If you are setting up a new account please enter your Elite Extra registration code in the box below If you already have an Elite Extra account please log in and enter your new registration code on your Account Management Page Registration Code Already have an Elite Extra user account 1 No Register Need Help Getting Started
18. Select All None Hide On Map Action Void Mark Delivered Hold Transfer zb Add to Manifest Auto Route Filter Invoic PO Customer Address Phone Ordered At Elapsed Time Ship Via Manifes Zone q 153186 651968 Amina Truck and Tractor 7945 E Colfax Ave Denver 9 11 AM 6 11 7 Days 6 Hours 13 Mins O 7894645 687798 5 Englewood Alignment 2400 West 104th Avenue Federal Heights 9 07 AM 6 11 7 Days 6 Hours 17 Mins North Z 651651q 561981 5 Caliber Auto Body 2595 W Evans Ave Denver 9 06 AM 6 11 7 Days 6 Hours 18 Mins South Z e 981891 654654 S Integrity Specialists 9955 E Arapahoe Road Englewood 9 06 AM 6 11 7 Days 6 Hours 19 Mins South Z e 555 555 CP 5 Bearco Paint and Supply 5450 SOUTHE BROADWAY DENVER 11 18 AM 5 30 19 Days 4 Hours 7 Mins South Z J 5161 65456 8 S Bearco Paint and Supply 5450 SOUTHE BROADWAY DENVER 11 17 AM 5 30 19 Days 4 Hours 8 Mins South Z e 9 55321 65 51111 Edwards Garage and Showroom 3140 W Florida Ave Denver 10 41 AM 5 22 27 Days 4 Hours 43 Mins O 89 1651 78 1865 5 Bearco Paint and Supply 1711 West Baltic Place Englewood 10 41 AM 5 22 27 Days 4 Hours 44 Mins South Z pickup 78 6514 Q 5 Bearco Paint and Supply 5450 SOUTHE BROADWAY DENVER 11 41 AM 5 21 28 Days 3 Hours 44 Mins South Z Ki 87818 25787 Amina Truck and Tractor 7945 E Colfax Ave Denver 9 34 AM 5 21 28 Days 5 Hours 50 Mins To dispatch for multiple dealer locations activate the location s you wish to see orders for by s
19. VV Florida Ave Denver 303 934 3939 9 43 AM 4 3 17 Days 1 Hour 10 Mins EI 78 79 S Bearco Paint and Supply 5450 SOUTHE BROADWAY DENVER 7 44 AM 3 6 45 Days 2 Hours 9 Mins South Zone 2 998989 898999 Galaxie Taxi 3520 E Colfax Ave Denver 303 388 5939 1 03 PM 418 1 Day 21 Hours 50 Mins Note Hold control to select inconsecutive orders in the unassigned list or hold shift to select consecutive orders from the list B Select Add to Manifest or you can drag Galaxie Taxi 139 the selection into the Manifest Manager 3520 E Colfax Ave Denver 25 Days 4 Hours 39 Mins Since Order You can also click the points on the map individually and click the green icon in the popup window to add to the manifest 30 Verified Check Box Manifest Manager Viewing Route 77 9 Boxes are available for you to mark with checks to which orders are in and accounted for It acts as a Print Dispatch vor visual checklist if you choose to utilize it a When all of the boxes have been checked a check 1 WbemoNEwarchouse will be added next to the order in the Saved or sas seam scheduled Runs tab letting you know that all of The wema nemo peat parts are accounted for EE Drive Time 9 Mins New Fip Rename Dei Save O 318651 9 09 AM 6 11 Galaxie Taxi 3520 E Colfax Ave Denver Drive Time 8 Mins Route 66 Number of orders bb O 318651 9 09 AM 6 11 V FEX Est Time 1 Hour 3 Mins
20. as they are active and they move to the bottom if queued for a route Each of the columns are sortable as well Drivers Vehicles 2 Name Status Monica Mickles In 18 Box Truck 9 57 AM Don Everson 1 In cod aa Active driver and return time Drivers with In status and time since in Don Everson 1 Returning 16 Box Truck 10 32 AM Active Queued Don Everson 1 Queved Returning 16 Box Truck 10 32 AM Saved Manifests 1 Scheduled Runs 3 When a new manifest is created and dispatched to an active driver meaning they are currently on a route the manifest will be saved automatically and move to the Saved list the manifest 38 information box will indicate the driver that 1s queued for that route Queued for Don Everson A Scheduled Manifest may also be queued for a driver You may unassign a queued route by clicking unassign next to the manifest in Saved and Scheduled manifest tabs As the driver completes their first route and selects finish on the driver UI the page will refresh to show the second route that they have been assigned to As the driver starts the route that was queued it will disappear from the Saved or Scheduled list and the driver is again able to be queued for an additional manifest In a multi warehouse scenario when the driver has logged in the dispatcher will be able to see the driver and the colored dot that corresponds with the dealer they are s
21. begin entering an order 3 Enter all order Information filling in all entry fields Use tab to navigate between entry fields Note You will have to change the source field as the driver will be picking up the order from a location other than the warehouse Your destination should be set to your warehouse dealer location This creates a pickup at a customer location for return to your dealer location 3 Enter in the name of the location for the pickup in the Source field 3 Enter your location in the Destination Field CREATE ORDERS SS Void Order Mark Delivered Invoice Source Destination Order By Applied Data Consultants Inc X6597 Clean and Steam 1514 S Hasting Applied Data Consultants Inc 29 Applied Data Consultants Inc 29 3 After entering the last column of information tab one more time to enter your new order and to clear a row for your next order The Order Screen allows the admin to void an order You may want to void an order if you entered information incorrectly or if a customer cancels an order To Void an Order 3 Select the order you would like to void by clicking on the corresponding row D Select the S orae button nc Caliber Auto Bodv 2000 N Hi 30 99 N 3 You will receive the following he arid Void Order x Are you sure you want to void this order w Calil 9 message T ad Yes No Inc Service Smiles 50527 Oak G Select Yes ee ee Your order wil
22. button once you have made the changes you need Special notes on using the map to analyze and create efficient zones e Ifyou have a large number of customers use the 500 or 1000 Results per Page option set to View All Customers this allows you to view customer points color coded by zone and see which customers may be erroneously assigned or would be better placed in an adjacent zone e Zones are best created taking natural and manmade features into account A customer across a river mountain or other feature with limited road access may be better assigned to a different zone To Remove or Reassign a Customer From a Zone Customers can be removed from a zone or assigned to a different zone in two ways similar to adding customers Removing or reassigning customers is done from the Manage Zone page which is accessed by clicking the Zone name on the Manage Scheduled Runs page and then the Manage Zone X Businesses button Option 1 Removing by customer name Locate the customer in the list below the map S Click Remove next to the desired customer name to remove that customer from the zone The customer will now be unassigned and not part of a zone 24 Option 2 Removing by customer location BO Select View Customers in Zone above the map B Click on a customer point to view the information and current zone assignment and click Remove From Zone in the information popup Dashboard Customers Dealers Staff Drivers
23. by the salesperson Received The amount collected by the driver for a COD order Salesperson Person entering in the order Destination The location for delivery of the order Dest UDID The unique ID given by you to your customer First Name First name of person that placed the order if entered Last Name Last name of person that placed the order if entered Order By Dealer of warehouse where the original order was placed through Ordered At Elapsed Time The total amount of time since the order came into Elite Extra or time since it was taken off of the On Hold list Time Since Held The time that the order came into the On Hold list 13 Driver Name The driver that delivered the invoice Driver Cell The cell number of the driver Time The time and date the order was delivered or voided Status Tells whether the order was voided delivered or is pending Signer This the name of the person who signed for the invoice Dashboard CREATE ORDERS Customers Dealers 45 void Order ef Mark Delivered Mark Held PO Invoice 898999 6554454 654332 87578767 876555 7878888 323663 998766 147852 25787 125885 23636252 852586 2568589 3654747 3252565 2556688 254457 998989 1234566 2323233 67676767 554655 8887878 989889 987655 93696987 87818 785588 25252363 858888 8547477 74125898 9858696 2885856 247878 Page 1 lof 8 Source EXTRA Demo Deal EXTRA
24. mesas am quickest access to a specific im a customer listing Fab SS Tone No Codes Issued Issue Code Administrator access allows you to change or edit customer information You are able to delete customers and you can change their location by dragging the location indicator in the locator map pressing the Geocode Address button or by entering the Latitude and Longitude information if a customer has moved to a new location To change edit or delete a customer 3 Click on the pencil next to the Customer ID Edit or update the desired information fields with red stars next to their names are required 3 Click on Submit at the bottom of the screen to save any changes made If the information was only viewed click Cancel to return to the customer list without saving changes Delete will remove the customer from the list Historical data will be preserved D If the customer is a priority then enter the amount of time in minutes in which the delivery must be made in the Priority Customer Field If not this field can be left blank DC If the customer will be designated to a predetermined zone or scheduled route then select the correct zone from the Zone dropdown box Zones are set up under the Scheduled Runs tab Admin Edit a Customer contains functionality to allow the user to input the Latitude Longitude coordinates for the location or to enter the address and zip code to see a geocoded location assumed locat
25. percentage of total dollars by month for each zone Local Deliveries This report is based on whether or not a zone within the Scheduled Run tab 1s specified as False in the Is Out of Town line Orders assigned to zones that are False or Local show up in this report The report is based by dealership and shows total deliveries dollars and percentages Out of Town Deliveries This report is based on whether or not a zone within the Scheduled Run tab is specified as True in the Is Out of Town line Orders assigned to zones that are True or Out of Town show up in this report The report is based by dealership and shows total deliveries dollars and percentages Windowed Reports These reports can be run for a day a week a month or even a year s worth of data Changing the report date in the middle of the page affects the starting point of each report that is run Changing the duration dropdown tab affects the type of report run between the day week month or yearly options 8 Route Performance This report is broken down by routes or zones if your dealership does not utilize routes it groups all orders into one default route Using your browser s find function can help you search for a desired value The far left column has a small plus box which when clicked expands the report It then displays dollar and time values from time created to time delivered 59 10 11 A 13 14 15 16 17
26. the Auto Route button you will receive the following message 36 Enter the number of drivers to Auto Route ao e optimize routes for You will A SET receive the following message and the newly created routes will now appear in the Saved Manifests tab in the Workflow area Note Auto Route will not include any order that is for a priority customer a customer erson da omplete DC Remove Hold Held Tab To Remove a Hold From an Order Select the order or orders you wish to remove the hold from Click the Remove Hold button The hold is now removed for the order s 5 Quick Remove Held Tab To Remove a Hold Using Quick Remove eg dert rer et Click the Quick Remove button in the Held tab Enter an invoice and hit ENTER key The pop up to the right will appear Enter in the invoice number in the field that you would like to remove a hold from Hit Enter on your keyboard to remove the hold and repeat this process for subsequent invoices Once done removing holds click the x button to close out of the window repeat Close when completed a Mark Read Alerts Tab To Mark an Alert as Read Select the alert s from the list that you wish to mark as read Click the Mark Read button The alert is now marked as read Note The alerts tab displays all delay alerts from the driver customer ETA s exceeded upcoming 37 scheduled run departure ti
27. the point color for the Zone you want to create enter the zone name and click the Create button CG Click the pencil icon to bring you to the MANAGE ZONE page Here youll be able to manage the Scheduled Runs and assigned customers for that zone BO Enter the time of the Scheduled Run click on the days of the week you wish to add and click the green button ls next to the time Note Checking the M F option quickly adds the scheduled run for each weekday Dashboard Customers Dealers Staff Drivers Orders Reports Account MANAGE ZONE e Manage Zone East Zone s Customers Property Name Property Value Map Point Color o Zone Name East Zone Edit Is Out of Town False o Dispatch From Auto Copy Cutoff Times From Zone 898 Manage Scheduled Runs Enter Cutoff Time M F Monday Tuesday Wednesday 7 Thursday 7 Friday Saturday Sunday 7 00 00 AM e oO a o o O o o o lt Prev 50 Next 50 gt Done Editing Delete Zone 3 Click on the Manage Zone X Customers button Manage Zone East s Customers You are then directed to the MANAGE ZONE BUSINESSES page Dashboard Customers Dealers Staff Drivers Orders Reports Account MANAGE ZONE BUSINESSES Zone Name East Zone T View All Customers 4 City Results Per Page 100 KE Filter Map lt Map Prev 100 1 Map Next 100 gt Rollinsvilie L e Coal Creek S D Se me Colorado Hes 4
28. time to enter your new order and to clear a row for your next order Courier Orders can be entered on the Orders page also by a user with Administrator access or with the proper privileges given in the Staff tab The information is entered into the Order entry area of the dashboard To Add a Courier Order 3 Double click on the top row of the spreadsheet in the PO column to begin entering an order 3 Enter all order Information filling all necessary fields Use tab to navigate between entry fields edil Dashboard CREATE ORDERS Customers Dealers Void Order f Mark Delivered mark Held PO cmb1 698999 6554454 654332 87878787 876555 7878883 323663 998766 147852 25787 125885 23636252 852588 2568589 3654747 3252565 2556683 254457 Invoice cmb1 998989 1234566 2323233 67676767 554655 8887878 989889 987655 93696987 87818 785588 25252363 858888 8547477 74125898 9858696 2885856 247878 Page 1 of 8 Source EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal Demo NE VYarehou Demo NE VYarehou Demo NE VYarehou EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal Q Search v PAIS Staff Drivers a Held Orders Amount 4 20 99 09 66 00 34 00
29. 56 00 65 00 78 78 76 76 99 98 458 00 45 00 10 35 458 00 88 00 48 00 65 80 256 23 47 78 526 89 Pickup Notes Reports Destination Matt s Local Gas St Galaxie Taxi 3520 Metro Area Auto S Best Auto Repair 0 Arden Auto Body Alba Distribution 3 Latitude Custom G ASW 6635 Leetsd Amina Truck and T Alba Distribution 3 Amina Truck and T Amina Truck and T Autobahn Import S Edwards Garage a Mattocks Marine 4 Camelot Auto Care Rickenbaugh Sales Chip Magic Painting Creel Sport Vehicle x Account Scheduled Runs Dest UDID Order By 9312 9334 9372 9395 9340 9374 9376 9350 9349 9374 9349 9349 9356 9378 9331 9381 9335 9333 9348 extra del EXTRA Demo Dealer 5450 SOUTHE BROADWAY DENVER Zone S EXTRA Demo Deal 1 03 PM 4118 1 Day 1 Hour 3 EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal Demo NE VYarehou Demo NE Wiarehou EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal WEB SITE DESIGN ADC4WEB com Ordered At Elapsed Time 1 50 PM 4 6 13 Days 46 Mins 1 50 PM 4 6 13 Days 46 Mins 1 03 PM 418 1 Day 1 Hour 3 1 04 PM 4418 1 Day 1 Hour 3 1 04 PM 48 1 Day 1 Hour 3 1 04 PM 48 1 Day 1 Hour 3 1 04 PM
30. AM 4 3 17 Days 57 Mins 9 42 AM 4 3 17 Days 56 Mins 9 43 AM 4 3 17 Days 56 Mins Drivers Vehicles 7 Note Multiple warehouses will be shown in the Warehouses bar if you e i x Kasey Karl have more than one dispatch location 16 Box Truck Matt Korman 18 Box Truck e ei on Ever Son Build Workflow ai Kevin Harland 10 Box Truck e John Gardner Workflow is located on the right hand side of the screen and contains the _ 178 1x Ross Kleiner following features 18 Box Truck DTony Stack 12 Box Truck Available Drivers Vehicles Saved Manifests Scheduled Runs B U I LD TO O LB OX Saved Manifests 0 Scheduled Runs 2 MANIFEST MANAGER A Manifest is a potential delivery route There are four ways in which a Manifest can be created Poly Selection Tool Selecting Individual Points on Map Adding from Unassigned List and Auto Route Creating a route with the Poly Selection Tool 3 Click the Poly Selection tool and define the area you would like fo include in the manifest by clicking around the points you would like to include O Double click to close your selection The potential route will then be shown as below sth Ave 6 WE Ave y Zi e St S Lincoln St Linco d e E GE m D v CO Vi W Yale Ave S Wadsworth Blvd Bear 1 Valley Park 29 Status Returning D12 01 PM Awaiting Departure Returning 1 27 PM Aw
31. CTIVE ROUTE E 46 ACTIVE DRIVER E 46 E SRS OS E O aanacsesendanasesesacesasena sans AE E EE 46 DRIVER IRACRINCSO TEE 46 CENIRALDISPAIO O E 47 DEALER LOGIN ccsscsscssccecceccesccsccscceccescescesccsccescescescesccsccescescescescees 49 DEALER DASHBOARD eet 49 Sorting the Dealer Invoice Table erre 50 Searching the Dealer Invoice Toble e reens 50 RSA leg ATI 50 Sorting the Dealer Pickup Toble erre 5 Searching the Dealer Pickup Table een 5 DEALER CUSTOMERS EE 5 To View Customer Details 0 cc cecscsssssssssssesssssssssssssssssssssssssssssssssseeeeeess 5 DEALER EH 52 CUSTOMER leie 52 CUSTOMER PORTAL REGISTRATION INSTRUCTIONS 54 DESCRIPTION OF REPORT cccscosscescescescesccscceccescescsccsccescescescescees 55 Note Elite Extra was built around FireFox and Google Chrome web browsers Please be sure that you are using either of these two browsers when logging into your instance of Elite Extra The use of other browsers such as Internet Explorer is not advised as parts of your Elite Extra system may be showing incomplete data a l Genl ADMINISTRATOR LOGIN LOGIN Username As an Administrator of Elite E Extra you have access to the m Administrator Dashboard Forgotten Password page which gives you access to add edit and delete customers dealers staff drivers scheduled runs and orders Adm
32. City Zip O Results ee 100 wl Filter Map Se ID 6444 Fort llins Sy o NAME AAMCO Transmission Chatfield i S Siet ADDR 10168 W Chatfield Ave Littleton CO nu ND elen LON 105 02929686018409 LAT 39 435 1929946 1958 ZONE NONE DCK ountan atonal Park onga o gei 4 o Add To Z ngo Boulder Ka o cone gt ll e 66 Litiletl a A Colorado Sec hs Colorado Sa te Springs NW e s y eoti Scott City Oighte Save Edits Assigned Businesses lt List Prev 100 List Next 100 gt Add Remove Business Name Busmess Address Add 555 Alter St Ste 19 4 Broomfield Remove A A 389 E 55th Ave Denver CO 4 AMCO Transmission Arvada Remove AA D 4980 Niagara St Commerce City CO CO Transmission Boulder Option 2 Adding by customer location The Customer points on the map can be filtered in many ways the first drop down allows you to choose from View All Customers View Customers in Zone and View Customers Not in Zone The City and Zip fields can be used to display any of the first options by city name or Zip in the address field Finally the Results Per Page controls how many points to display per page note that the more points displayed the longer refresh time will be Click Filter Map after making filter selections or inputs Use the View Customers drop down menu at the top of the Manage Zone page to View All Customers These customers points on the map will be color co
33. Drivers Orders Reports Account Scheduled Runs ADD STAFF Required Fields To change edit or delete Staff Username Ralphie Password 1 234 First Name Ralphie Click on the pencil SE Dem next to the Staff ID Se Edit or update the desired emai information fields marked ie Dispatch e Dispatch Access with a red asterisk are Orders Tab re q U ire d Edit Orders J Click on Submit at the P bottom to save any Driver Tab changes made Ge Report Tab B If the information was only viewed click Cancel to return to the customer list without saving changes B Click Delete to remove the staff member from the list Note that historical records for the staff members will be saved and the record is only removed from the list and access is blocked Submit Cancel Admin Add New Staff contains functionality to allow the user to input information for a new staff user To Add New Staff E Click on the Add New Staff button at the top of the Staff page O Add New Staff E Dashboard Customers Dealers Drivers Orders Reports Account Scheduled Runs B Enter all available EE staff information The SNE username and ee password may be Password requested from the Pame user or set by the Sep administrator en 5 Select the Dealer or Email location in whi
34. Hold Select which order you would like to put on hold and select Hold You will be prompted with the message Marking these orders as held will move these records to the held order list continue Select Yes 35 Your order is now On Hold 3 Transfer Multi warehouse instances only To Transfer an Order Select which order you would like to transfer and select Transfer Orders You will then be prompted to choose the new source for that order You also have the option to place that order On Hold and to add a Dealer to Dealer Transfer Stop Select Change source Your order has now been transferred 3 Select All or None To Select All or No Orders in List Click the Selection All or None button to select all records in the list or To clear the selection 3 Hide Show on Map To Hide Show Pending Orders on Map Click either Hide on Map or Show on Map button to hide or show points within the viewable order list UNIQUE FUNCTION HOW TO s DC Add to Manifest Unassigned List To Add an Order to a Manifest Select an order from the unassigned list and click the Add to Manifest button To select a group of orders use the Ctrl key to add to selection one at a time or use the Shift key to select a group of orders at a time 3 Auto Route Unassigned List To Use Auto Route Select the orders you wish to auto route or use Select All Click
35. Orders Reports Account MANAGE ZONE BUSINESSES Zone Name East Zone T View All Customers Ra City H Results Per Page 100 E Filter Map lt Map Prev 100 1 Map Next 100 gt White Ranch poros at epee 2 yanagi i Ni Add Ad Open Space Park i 2 biia j Rocky Mountain i Sl Po sa FASE SH WEE Wii Nanonal i Amina Truck and Tractor Amada t d AEN Colorado Auto Salvage der ck W N daer TESS Creel lt i bre cles i i onl fal d H Demo NE War use North Table Ss Globeville Dy Montbello Gateway q alie Demo NE Wa rh se Non dealer BS Ranch E Mountain Park i Add All All Su Weg Mountain EE ve SH d E j Ridge vev ise Cen Prial q Kinne y tds H Was Park Hl a 4 Cone E ark A Run Golden 3 Edgewater Ca oDo Five Poi nts PR and No th L Eet Bt as Applewood Rer 6 Clear Creek LZ K Aura PEN aes i enver 287 es o q Canyon Park t F Pleasant View gt i F e Montelair 4 l Lowry Su n el View Seow Sore ane iat CRE N Sete canst Condos A ane EIEN ACH o TEEN KEE SE j sn M Park avmtiome MA e shington T i k irginia Vale e a ASS Uff Le z sente E j 7 it Hoti Genesee Matthew Hiwan Winter s Park x Tanoa amp Kerr Gulch x Meadow EM Sa Park El Pinal Kittredge Nobb Hill Mt Falcon sde Evergreen Park AS es Cherny Creek Aldarfar Mirese i Save Edits Assigned Businesses lt List Prev 100 List Next 100 gt Reassig
36. TCHER LOGIN As a Dispatcher of Elite EXTRA you will be able to create orders assign routes and track routes along with many other features 3 Login to your account from your assigned URL 3 Your assigned URL GEATA LOGIN Username Password Login Forgotten Password Once logged in as a dispatcher your screen will look like the one shown below Note that 1f you have multiple dispatch locations you will have all of the dealers in the Warehouses section below the map as shown below It will be turned off by default for a single location e Boothsocketdemo2 EliteEXTRA boothsocketdemo Default Dealer EXTRA Demo Dealer Friday April 20 2012 10 34 am a Manifest Manager Build Monitor Switch to Dual itindow Mode Drivers Vehicles 2 Drag unassigned deliveries here to create a manifest q b NW VC r f sc E Name A WK gt se pe Leyden W 80th Ave 36 q Ochad Bartz 10 Gesi HA 10 19 AM kevin Harland 2 Returning 14 Box Truck 04 35 PM eebe Mountain View G lden Applewood Wheat Ridge 28 TA Camp be 4 Edgewater vd NV Ve ac W 6th Ave 6 e ng e OX E V Buckley Lakewood g pi Glendale O Nationa 2 Base O O TON E fayd A A E N to ais ak a A rt Sheridan vik Hills K W Quincy Sg P Marston Village a7 Chery Greek md State Park Lake ry S Buckley Rd e a sec il tan Huis j a rw eton Greenwood Co
37. TIONS The functions within the Unassigned Alerts and Messages tabs for the most part are the same as the functions available on the Build side Instructions for these functions can be found on pages 35 38 The primary different functions are in the Search Results tab and Unassigned tabs 3 Clear Results Search Results tab To Clear Search Results Click the Clear Results button 3 Add to Active Route Unassigned tab To Add an Order to an Active Route Select the order s you wish to add to the active route that is being viewed in Route Manager Click the Add to Active Route button Your orders will be added to the route 45 MONITOR WORKFLOW Active Routes 2 e ACTIVE ROUTES You have 2 active routes Click to view details Display This area is where most dispatchers will go to view a particular extra Demo Dealer route In this tab you will be able to see all active routes The eege routes will appear color coded for easy identification of route and 10 02am 10 32 am position marker on the map You can quickly filter any active route Sous Mickdeson by driver or route name with the filer field By clicking an active ee route the active route information box will highlight in blue and the information for the orders on it will be displayed in the Route Manager Clicking on the check box in the Active Route information box will turn on the display of the route and an additional click on t
38. UDID field and destination will be auto filled This feature allows for quicker order searching by customer number as well EDIT CUSTOMER 9296 Required Fields Username Password User Defined ID 4572668 9296 Company Name SIGNAL GARAGE First Name Last Name Day Phone 651 457 2668 x Other Phone 651 457 2668 x Email Address 1 84 MORELAND EAST Address 2 City WEST ST PAUL State Province MINNESOTA Zip Postal Code 55118 Dealers AAA Auto Salvage Priority Customer This customer s orders must be delivered within minutes Zone 3 E No Codes Issued Issue Code Dashboard Customers Dealers Staff Drivers Reports Account Scheduled Runs CREATE ORDERS Void Order e amp Mark Delivered Mark Held Held Orders PO Invoice Source Amount Pickup Notes Destination Dest UDID Order By Ordered At Elapsed Time Driver Name Time Status 0 00 698999 998989 EXTRA Demo Deal 99 09 Galaxie Taxi 3520 9334 EXTRA Demo Deal 1 03 PM 4 18 1 Day 20 Hours PENDING 6554454 1234566 EXTRA Demo Deal 66 00 Metro Area Auto S 9372 EXTRA Demo Deal 1 03 PM 4 18 1 Day 20 Hours PENDING 654332 2323233 EXTRA Demo Deal 34 00 Best Auto Repair 0 9395 EXTRA Demo Deal 1 50 PM 4 6 13 Days 20 Hour PENDING 37870787 67676767 EXTRA Demo Deal
39. able to dispatch all print all or delete all manifests Dispatch All Manifests 9 Choose your driver and select Dispatch Now You will receive the following message ies een i W SCHEDULED o RUNS 39 This tab under Workflow displays the routes that have been created for orders from customers that are assigned to a scheduled run Note Orders may also be assigned to a scheduled run based on information provided from the invoice to Elite EXTRA integrated users View a scheduled run 3 Click on the scheduled run in the Scheduled Runs tab The selected route info box will highlight in blue and the order information will be displayed in your Manifest Manager D From the Manifest Manager you have the choice of reversing the order deleting saving printing and dispatching From the Scheduled Runs tab you are also able to dispatch all scheduled runs or print all scheduled runs Orders on a Scheduled Run or in a Saved Manifest appear on the map as a circle with a gray outline when the Warehouse button is toggled or grayed out when the Time button is toggled on Merge scheduled runs 3 Click on the Merge button in the Scheduled Runs tab Hold down the CTRL key and choose the runs you want to merge Click on the complete merge button to complete the merge Name the new run and it will now move to the Saved Manitests tab 40 MONITOR SCREEN LAYOUT The Monitor screen is where the Dispatch
40. aiting Departure Returning 12 55 PM Awaiting Departure Returning 11 42 AM Corona St L Okina Ave gt Ss D Notice how the Manifest Manager has been populated with orders and now you have the option to Save Flip Clear Print or Dispatch that route You are also able to rearrange the orders in the Manifest by clicking and dragging the order to the spot you desire Manifest Manager e Build Monitor Switch to Dual Window Mode Viewing Route 84 D a G N Flip R Del Sa i Lesen el kans Lakewood 26 Print Dispatch Void All ke W EXTRA Demo Dealer 5450 SOUTHE BROADWAY DENVER Drive Time O Mins O 858888 9 17 AM 5 21 X O 8547477 9 43 AM 4 3 X ad O 651651q 9 06 AM 6 11 5 14X vert Wadsworth Park OTime KE avi Satellite A Traffic Q E e D S e A OD a E Alameda Ave E Alymeda A Glendale E Lobisiana Ave D W Evans Ave Va W Jewell Ave W Jewell Ave S Downing St S Quebec St o S Sheridan Blvd vi W Yale Ave E Wadsworth Bivd Bearco Paint and Supply 1711 West Baltic Place Englewood Drive Time 4 Mins O 555 11 18 AM 5 30 5 4x B ear Valley Park ee ee Se gt Oewood E Hampden Ave S University 3ivd S Colorado Blvd 5 ken ec N Mi 3 Caliber Auto Body 2595 W Evans Ave Denver Drive Time O Mins O 56516519 9 06 AM 6 11 5 FX Sheridan UA Cherry Hills Lake V
41. anager accesses the on hold list and can quickly key in invoice numbers or select orders from the list to include on a manifest departing from Store A To manually put an order on hold bring up the On Hold column in the Orders tab and double click on the N and change it to Y Held Orders Select Al Clear All Remove Hold Quick Remove Invoice POR Customer Address Ordered At Elapsed Time Order By Zone demos4 demohd Levi s Local Gas Station 1901 Andrew Alden Street Lange 9 03 AM 295 4 Hours 15 Mine EXTRA Demo Dealer o Morth Demo Demo Amina Truck and Tractor 7945 E Colfax Ave Denver 12 09 PM 2M05 1 Hour 10 Ming EXTRA Demo Dealer d demo demo EC Downtown 90 5 Farewell Eau Claire 1 08 PM Oil 10 Mins ecdealer main st eau demo demo EC South 5 Michigan Ace eau claire 1 09 PM 20591 10 Mins ecdealer main st eau As orders are removed from an on hold list they will move to the appropriate scheduled run the customer belongs to or to the unassigned list if not part of a zone The in house time can start when the hold is removed from an order Contact Elite EXTRA Support for this setting The on hold list is accessed from both the Admin Orders page by clicking the ad Held Orders button at the top of the order grid and from the Dispatch Build in the On Hold tab under Order Management There are 3 ways to remove holds on orders Quick Remove Hold Tool Option using the Quick Remove button Enter an invoice and hit ENTER k
42. ary lists each driver their route delivered the number of invoices parts and revenue generated over the selected timeframe Customer Timing The Customer Timing report can be run by day week month or year It returns the delivery time and driver information for a desired customer This is the easiest way to find delivery statistics for a particular customer Excessive Time at Stop You can tell if your driver spends an abnormal amount of time at a particular stop with this report The arrival time departure time driver name and the time at location are all specified on this report Route Departure Times Exceeded This particular report is for routes or scheduled runs It will show the scheduled route the driver the time scheduled to depart and if the expected departure time was exceeded 26 Eet JE WWwW ELITEEXTRA COM EAU CLAIRE CHARLOTTESVILLE DENVER MILWAUKEE OMAHA SAN FRANCISCO 2985 58th Street Eau Claire WI 54703 P 715 874 2985 F 715 874 4387 1 888 484 8729
43. at the bottom of the n TS ET EA screen to save any changes made If the os information was only viewed click Cancel to return to the customer list without saving Dealer GR changes GE 5 Click Delete to remove the driver record on and disable access Hazardous Materials Certifcetion H Forklift Training L Note Driver will be removed from list however data on commercisiorivers License O past deliveries will be retained Tracking Only O Record Odometer Submit Cancel Admin Add a Driver contains functionality to allow the user to input information for a new driver Dashboard Customers Dealers Staff Orders ADD A DRIVER Required Fields H First Name To Add a New Driver Eed Last Name Home Phone 3 Click on the Add New Driver button at the ct y Use Business Cell for SMS f r Business Cell Bus Cell IMEI top of the Drivers page amp d a B Enter all available driver information fields marked with a red asterisk are required The one usa PIN may be requested from the driver or set Peste neen by the administrator each PIN must be BE U N IO U e e Hazardous Materials Certification C 3 If the driver is to be tracked only make sure ee Commercial Driver s License the Tracking Only button is checked If not fe Record Odometer LI Submit Cancel 12 checked the driver will show up as an available driver an
44. can be viewed in this table Invoice Number Purchase Order Number Customer Address Amount Ordered At Pickup Notes Time Status 49 Pickups Customers Reports Account TODAY S ORDERS Total Money 0 00 Total Number of Orders 3 Download Invoice PO Customer Address Phone Ordered At Elapsed Time Time Status c Colin s Local Gas Station 20300 U S 50 Rocky Ford 303 761 3246 O Mins PENDING c6 Camelot Auto Care Center 4397 VV Florida Ave Ste 120 Denver 303 934 1299 OMins PENDING c5 Colorado Auto Salvage 1465 Dallas St Aurora 303 361 6942 O Mins PENDING Page 1 of 1 a Q Search v Displaying 1 3 of 3 Viewing orders from 0 2 day s ago E If the Status Field displays En Route for a delivery then the Time Field will indicate the Estimated Time of Arrival ETA for that delivery 3 If the Status Field displays Delivered for a delivery then the Time Field will indicate the actual time of delivery Sorting the Dealer Invoice Table 3 Click on the column heading to sort the table ascending or descending Searching the Dealer Invoice Table B Type any piece of information in the Search box below the table that would be populated in any of the table s fields to refine the search to specific records DEALER PICKUPS The Dealer Pickups Tab displays the pickups for the current day The following information can be viewed in this table Invoice Number Purchase Order
45. ch the Dealer Dispatch Dispatch Access Orders Tab new staff user will be assigned to from the Customers Tab F drop down list Driver Tab TT 4 Make sure the SE Dispatch Access Don ST is checked if this ES ES person will have permission to create manifests and dispatch drivers but not have full Admin privileges To give access to other privileges make sure you check the box next to that option B Click Submit to add the staff account or Cancel to exit without saving DRIVERS PAGE Within the Drivers page you will find the listing of all active driver records Sorting by any of the columns of information allows you to navigate to the desired driver Dashboard Customers Dealers Staff Orders Reports Account Scheduled Runs DRIVER LIST Click 6 to edit a driver or Add New Driver Filter by Driver Name Filter ID 7 First Name 7 lt Last Name Assigned To 7 Vehicle Type 7 lt Status f 1 Don Everson EXTRA Demo Dealer 16 Box Truck Available f 2 Kevin Harland EXTRA Demo Dealer 14 Box Truck Active e 3 Tony Stack EXTRA Demo Dealer 10 Box Truck Available P 4 John Gardner EXTRA Demo Dealer 14 Box Truck Available e 5 Carl Thompson EXTRA Demo Dealer 14 Box Truck Available P 6 Paul Languedoc EXTRA Demo Dealer 14 Box Truck Available P 7 monica mickleson EXTRA NW Warehouse 18 Box Truck Available e 8 Kasey Karl EXTRA Demo Dealer 12 Box Truck Available f 9 R
46. cks Marine 4171 Morrison Rd Denver 303 934 1808 9 43 AM 4 3 17 Days 51 Mins 27 Notice near the top of the page you have the tab options Build and Monitor You also have the option to Switch to Dual Window Mode which will allow you to view both the build and monitor screen at the same time Note you must have 2 active monitors for this to work correctly A new browser window will open which you can move to your second monitor The Build tab allows you to create manifests and assign deliveries The Monitor tab allows you to track those deliveries BUILD SCREEN LAYOUT The Build Screen is where the Dispatcher will create save and edit manifests and dispatch drivers Routes can be auto created using the auto route tool selected using the polygon tool on the map or selected from the list of unassigned orders As the manifest is built the dispatcher will be able to reorganize stops and make changes before saving or dispatching As the route is created the dispatcher will see estimated route times to assist in planning The main sections of the Build screen are Toolbox Delivery Management and Workflow each are introduced below Following the introductions is more detail on each section Build Toolbox Your dispatcher toolbox is located on the left hand side of the screen and contains the following features Build Order Management Manifest Manager Create an Order Manifest Manager Drag u
47. d may inadvertently have a manifest disoatched to them D Ifyou want the driver to record their odometer before and after every manifest make sure the Record Odometer button is checked J Click Submit to add the driver record or Cancel to exit without saving ORDERS PAGE Within the Orders page you will find a spreadsheet layout for order entry and viewing The most recent 700 orders are available for viewing within this list The top row of the form is where new orders are entered The user is able to easily tab between all fields allowing for keyboard only entry Firefox is the preferable browser for manual entry of orders because Chrome does no support tabbing between fields Additional fields can be added to the display including ETA Driver Name Driver Cell Pickup Notes and Time Since Order 3 Hover on the right side of the column heading to display the dropdown arrow Click on the arrow and point to columns check the check box for any columns you would like to view Columns Available PO Purchase Order Number Invoice Invoice Number Source Where the part is coming from Amount Amount of the parts on that invoice COD Cash on Delivery order LG Lift Gate Required PR Pallet Required HM Hazardous Material NSR No Scheduled Runs Held shows whether Pickup Notes Notes entered in by the driver on his phone can be viewed here CHG Charged Notes special notes put in
48. ded with their current zone point color Black customer points represent unassigned customers The map loads 100 customer points by default but has the option to choose 500 or 1000 points To page through the list of customers click on the Map Next 100 button Click on a customer point to view the information and click Add to Zone in the information popup You can also use the Poly Selection tool to draw a polygon around the customers you would like to add The information for a single point will also display any current zone assignment 29 MANAGE ZONE BUSINESSES Zone Name NE T View All Customers K City Zip Results Per Page 100 K Filter Map ID 6444 IST pmi t i i Some d Union e Five Points Skyland e ie NAME AAMCO Transmission Chatfield SC Stations ZS So North a ER 10168 W Chaffi eld Ave Littleton CO null ER yry ca E 105 02929686018409 Er a p Denver Ier SE ve D I Safe 496 1820046495 Bo oS Ce eS gt ZONE NONE Cre Se E ices Au Lowry Sunny Vale Adi To Zone OR S K n ng y mii Nas n 7 S x A ue KE Cherry Cr Ze sl Po Sane ak Ra Gr CH ONE ET ji d a entennial 2 Sadie Bech aC E EH Golf Ciub Tallyn s 3 j Val ae k V a i i Eat a GE co dE County Air ort N Acres Green ao gt ARES TES Save Edits To view the changes on the map click Refresh Map and the points added to your zone will be updated 3 Click the Save Edits
49. e able to sort the Past Deliveries Table by the Time Invoice PO and Date Ordered fields for ease of finding a specific delivery Search functionality also exists at the bottom of the page to allow for quick access to historical orders Gentian ORDER TRACKING EXTRA DEMO DEALER ACCOUNT MANAGEMENT HELP NEXT EXPECTED DELIVERY TIME Invoice PO 0000 0000 d413 d413 858888 852588 ELITE EXTRA DEALERS EXTRA Demo Dealer 3 EXTRA NW Warehouse EXPECTED ORDERS Date Ordered Jan 22 2012 Jan 4 2012 May 24 2012 Pickup Delivery Delivery Time 10 15 AM CST 7 15 AM CST Delivery Pending Delivery PAST ORDERS Date Ordered May 24 2012 Mar 6 2012 Jan 17 2012 Dec 23 2011 Pickup Delivery Invoice gt PO Delivery 449303 3325 2 Delivery 123 123 d513 d513 d214 d214 Time 7 Signed By 12 45 PM Thu May 24 9 43 AM Tue Apr 3 4 26 PM Sun Jan 22 10 55 AM Wed Jan 4 Delivery Delivery SEARCH PAST ORDERS PO Invoice Date Range ordered e g June 16 6 21 09 Jun 13 2009 Signed By X Search Clear Search results wil display in table above 53 CUSTOMER PORTAL REGISTRATION INSTRUCTIONS NEW USER I l Enter your unique registration code given to you by your parts dealer in the new users section highlighted below 1 and click Register Create your new account View the Estimated Time of Arrival ETA of any en route deliv
50. e customer page allows priority information to be noted Thus when placing an order prompt attention can be noted by the dispatcher when routing an order that was placed for that customer One of the main features on the Dashboard is the Quick Stats that give you a snapshot of what is happening within your instance of Elite Extra Also within the Dashboard are some tips and tricks and information to get in touch with Elite Extra Support We are available via e mail phone or live chat Monday through Friday 7am to 7pm CST and Saturday 8am to noon From the Dashboard page you can also print off a User manual refer a friend and sign up for the Extra Bytes newsletter CUSTOMERS PAGE GR Within the Customers page BLA er E you will find the listing of all Dashboard Dealers E Drivers Orders Reports Aani aiie active customer records EC Adjust your location by dragging the point on the map or by Required Fields manually entering in new coordinates below Sorting by any of the columns Username Password O f informat 10 n allo W S you to User Defined ID 4572668 9296 Company Name SIGNAL GARAGE navigate to the desired smm customer This is done by mm Gia us clicking the sorting arrows to q ES the right of each field name 7 zc For a more refined search teses enter a customer name in the zerenzn ssi Latitude 4 0977278505174 Filter by Company Name o Oe ee text box to allow for the
51. electing the locations name below the Build map The display of the location name will change from being underlined to highlighted indicating orders are loaded and visible for that location As each location s order list is loaded the Unassigned Saved Scheduled and On Hold orders will load in the list in Order Management The lists can be sorted by any of the columns available To build a manifest containing orders from multiple locations use any of these methods select the orders from the list select individual points the map or use the poly selection tool around the orders you want to include If orders from multiple locations are added to the manifest you have the ability to alter the order of the pickups at the various locations Your Elite EXTRA account representative will provide further training on managing multiple locations specific to your unique setup 48 DEALER LOGIN As a Dealer in Elite Extra the user will be able to view dealer invoices orders scheduled pickups dealer customers and business reports Ge alts LOGIN Username Password Login Forgotten Password 3 Login from your supplied Elite EXTRA URL DEALER DASHBOARD The dealer login directs the user to the dealer dashboard where all the current days orders for that specific dealer are displayed The previous 3 days of orders are available by selecting the 0 1 2 or 3 days ago at the bottom of the page The following information
52. er already exists the new order will be added to that stop if it has not been delivered Removing an Order As a dispatcher you have the ability to remove an 09 11 25 AM 8 6 order that 1s already en route To delete an order EE 5051 Fairview Drive Eau Claire ETA 12 09 PM O D14 11 27 AM 8 6 A 3 View an active route hover on the order line you wish to remove ap D EE Select the X that appears on the sa saem IER gray line with invoice details a You will be prompted with a message that avs Are v sure you want to remove this order from the active route Select Yes The order will be removed from the Route Manager and will be added to the Unassigned tab in Order Management Note If you remove an order that was a Scheduled run it will appear in the Unassigned DD D g tab with the following symbol 44 MONITOR ORDER MANAGEMENT TABS Similar to Build there are four main tabbed locations within Monitor Order Management that house different order lists functions and alert information DC Search Results Shows all results for the search created from the Search tool in Toolbox 3 Unassigned Contains pending orders that have not been assigned to a manifest 3 Alerts Displays any alerts that have been caused by active routes 3 Messages Available upon request Allows dispatchers to send chat messages to their drivers and view a log of the day s messages FUNC
53. er will monitor the status of a route and track the estimated time of arrival ETA for the delivery stops of selected routes ETAs are generated once the driver departs the warehouse and will be updated based on drivers entry of arrival report delivery and departure at each stop from their mobile device Updates to the ETAs will also reflect any delays reported by the drivers The main sections of the Monitor screen are Toolbox Delivery Management and Workflow each are introduced below Following the introductions is more detail on each section Monitor Toolbox Your dispatcher toolbox is located on the left hand side of the screen and contains the following features Search Route Manager Monitor Order Management Active Routes 2 You have Z active routes Click to view details Display CT Type to filter EXTRA Demo Dealer B Don Everson Route 72 3 stops 10 02 AM 10 32 AM EB Monica Mickleson Route 74 3 stops Route Not Started Active Drivers 2 Tracking 0 Your Order Management section is located on the bottom of the screen and contains the following features el Search Results Unassigned tab Alerts Monitor Workflow Workflow 1s located on the right hand side of the screen and contains the following features Active Routes Active Drivers Tracking MONITOR TOOLBOX SEARCH The Search tool in toolbox allows you to search by PO invoice business name driver name
54. eries from your dealers supported by Elite EXTRA EXISTING USER If you already have a Customer Account with Elite EXTRA and you receive a new registration code simply login 2 and go to your Account Management Page 3 Enter the New Registration Code in the entry box on the right and click Submit 4 You will now be able to track orders for the new dealer and can view all existing dealers in the Existing Registration Code Section of the Account Management Page Ge TAN Burt Subaru Burt Toyota Elite Logistics Central Warehouse 1 Groove Subaru Groove Toyota Mike Shaw Chevy Saab If you are setting up a new account please enter your Elite Extra registration code in the box below If you already have an Elite Extra account please log in and enter your new registration code on your Account Management Page Code Already have an Elite Extra user account O Yes No Register Need Help Getting Started Copyright 2009 Extra Trax LLC All Rights Reserved WEB SITE DESIGN ADC4WEB com NEW REGISTRATION CODE Registration Code EXISTING REGISTRATION CODES Source FMP Plymouth Prestige Imports Company AC TRANSMISSION 8390 W Colfax Ave Lakewood Elite Logistics AAMCO OF PARKER 18436 LONGS WAY PARKER CHANGE EMAIL jdevries adc4gis com 54 al o AMERICAN RED CROSS 176 SOUTH ROBERT STREET ATTN JOHN POWERS 291 67 15 ST PAUL DESCRIPTION OF REPORTS Note No
55. ey D Under the Orders Tab click the Quick est Select Finish when completed Remove button and enter in the invoice Do number you want removed and hit enter Continue to key in invoices and hit enter after each number Click the finish button Finish when complete A Quick Remove button is also located under the On Hold Tab on the Dispatch Build screen Option 2 using the Remove Hold button 3 Under the Orders Tab click on the order and then hit the Remove Hold button By using the Ctrl or the Shift button you can select multiple orders Option 3 using the On Hold Tab on the Build Screen Dispatch Build only 3 See Page 37 REPORTS PAGE Administrators or staff with the proper access settings have the ability to view detailed reports with information pertaining to all deliveries totals and dollars that have been run through Elite EXTRA Most reports can be delineated by month including everything that has occurred during the current month Some reports are available in day week and month option and are filterable by driver s LSD Dashboard Customers Dealers Staff Drivers Orders AVAILABLE REPORTS Monthly Reports May 2012 Deliveries By Zone Monthly Dollars Overall Totals Delivery Route Details Delivery Route Details By Driver Driver Activity Driver Mileage Driver Summary Missed ETAs Orders Voided Delivered Route Details Route Summary All Day Route Summary Same Day Sales By Delivery Route
56. gned to a manifest fo Scheduled Lists orders that have been assigned to a scheduled run through either integration or zones designated within EXTRA Held Lists orders that have been placed on hold Alerts Displays any alerts that have been caused by active routes Messages Available upon request 34 Allows dispatchers to send chat messages to their drivers and view a log of the day s messages FUNCTIONS There are numerous functions available within each of the order list tabs that are described below Some functions are static across all order lists and others are unique to a tabbed location STATIC FUNCTION HOW TO s 3 Void To Void an Order Select which order you would like to void in the Saved tab Select Void Selected You will be prompted with the message Voiding will remove these records from the pending orders lists continue Select Yes Your order is removed 3 Mark Delivered To Mark an Order as Delivered Select which order you would like to mark as delivered in the Saved tab Select Mark Delivered You will be prompted with the message Marking these orders as delivered will remove these records from the pending order list continue Select Yes Your order is removed from the list and the status is changed to delivered in the Admin Orders screen and also on the customer s login 3 Hold To Place an Order on
57. he necessary changes or select Clear Form To Add a Courier Order 3 Enter all order Information filling all entry fields Note You will have to change the source field as the driver will be picking up the order from a location other than your own B Select Submit Your courier order will appear on the map witha symbol for the pickup location and a symbol for the drop off point Your orders will also appear in the Unassigned tab of Order Management with a symbol To Add a Pickup Order 3 Enter all Order Information filling all entry fields Note You will have to change the source field as the driver will be picking up the order from a location other than the warehouse Your destination should be set to your warehouse location Your pickup order will appear on the map with a symbol and will show up in your unassigned tab with a similar symbol 33 Other Map Features In the upper right hand corner of the map you will see four other options The Traffic button will allow you to view a real time traffic overlay to help plan routes The Satellite button will allow you to toggle between the Street Map overlay and a satellite view The Warehouse and Time buttons allows the dispatcher to view the orders on the screen according to their warehouse color or by time that they made it into Elite Extra The standard settings for the time colors are 0 29 min Green 30 59 min Yellow 60 min Red elt you wou
58. he route box will zoom the map display to the extent of the route All routes may also be displayed quickly checking the display box above the list Active Drivers 2 Tracking 0 ACTIVE DRIVERS In this tab you will be able to see all current drivers assigned to a route The driver s current status can be easily identified here All columns in this area can be sorted and double clicking an active driver will display the information for the orders on the route in Route Manager GPS STATUS Active Routes 2 By hovering your mouse over the globe icon next to the driver active Drivers 2 name in the Active Drivers list you can see the last time coordinates were received from that driver as well as sem awalna indicating if GPS is off This will help the dispatcher to ma Departure identify quickly if a driver is being accurately tracked A blue chad Bartz globe signifies a driver s mobile device is sending GPS MA coordinates The globe will be gray if the driver s mobile device stops sending GPS coordinates and red if GPS is sending invalid coordinates Mame Status DRIVER TRACKING ONLY A Chad Bartz 233 Dealership Western 4utobody Each driver is tracked from the moment they sign in as an available driver This helps dispatchers know where drivers are throughout the day not just while on an active manifest This fodestl enables them to plan routes dealer assignments and to track other TI
59. his section of Toolbox shows you the name of the route and assigned driver the order of stops and ETA s for each stop From the Route Manager you can also send an SMS to the driver print the manifest rearrange or delete orders and view a dialog of the drivers phone Sending an SMS An SMS can be sent to the driver if adding a delivery to a route changing the order of deliveries or deleting a delivery from the route This will alert the driver to refresh his manifest on his phone to see the updated information Trax Trax give the dispatcher a view of the actual route that the driver is taking On the Monitor screen after the driver has departed on their route click the button Once pressed the actual route that the driver has taken will display You can stop viewing the trax by clicking on the Trax button P again Hovering over the circles in the trax displays E the time at that location ii St Micha 42 Printing a Manifest You can print a route by selecting the Print button m the Route Manager Printing the route 1s useful for the driver or to keep for your records Unassigning an Active Route A route can be unassigned from a driver by clicking the Unassign button This is only available prior to departure A confirmation window appears prior to the route being unassigned informing the user what happens to the orders that were on the active route Managing the Driver s Manifest There may be a
60. illage Bowles Belleview Ave E Belleview i 3140 W Florida Ave Denver Reservoir Bow Mar 8 Drive Time 0 Mins Littleton Tea 2 e tm g Marston 8 cy f Say a Fe Dr a Co Edwards Garage and Showroom S Wadswort a 2 Kipling Pkwy tu 5 O 858888 9 17 AM 5 21 2x a W Bowles Ave Gr Ad Valley S Price St Create An Order Terms of use gt d Creating a route with Order Management order list 3 Within the Order Management Unassigned tab select which orders you would like to include in the manifest Warehouses 3 GEMENEREG EERSTEN EXTRA NW warehouse 4 Unassigned 17 Saved 0 Scheduled 13 Held 4 Alerts Um Select All None Hide On Map Action Void Mark Delivered Hold Transfer ee Add to Manifest Juto Route Filter Invoice Customer Address Ordered At Elapsed Time Ship Via Manifest ld Zone v vuma au Care Corner soo EN OTI are aie ree wore DOT ai Geers rer bays ao rears A rent O 2885856 2556688 Chip Magic Painting and Detail 1550 Larimer St Denver 303 993 1984 9 42 AM 4 3 17 Days 1 Hour 11 Mins KE 9858696 3252565 Rickenbaugh Sales 777 Broadway Denver 303 573 7773 9 42 AM 4 3 17 Days 1 Hour 11 Mins O 74125898 3654747 Camelot Auto Care Center 4397 W Florida Ave Ste 120 Denver 303 934 1299 9 42 AM 4 3 17 Days 1 Hour 11 Mins 9 8547477 2568589 Mattocks Marine 4171 Morrison Rd Denver 303 934 1808 9 43 AM 4 3 17 Days 1 Hour 10 Mins 3 858886 852588 Edwards Garage and Showroom 3140
61. inistrative access also allows you to view reports which contain information on orders deliveries and total dollars OSLER A E a A aa Login to your account from your assigned URL Your assigned URL DASHBOARD PAGE BAA The dashboard page for an administrator login will e mm OO O display the dealer or location sessao names that are dispatch points along with links for Support Quick Stats alerts new features and more i Clicking on a dealer s name es allows the administrator to A emi e onto dispatch for that dealer Refer to the Dispatcher section of the manual for help m the dispatcher login The administrator dashboard contains 8 functional areas which are the tabbed pages across the top Each page within these 8 areas allows you the ability to view edit add or delete information By clicking on the pencil found to the left of each record within the Customers Dealers Staff and Drivers areas you can edit that specific record The Add New button is found within these same areas to allow for the addition of records from within the dashboard Each column of information allows you the ability to sort the information in the desired order Click on the up and down arrow to sort m ascending or descending order Each page in the administrator dashboard gives you the ability to submit your changes and additions Also you have the ability to delete the record or exit the detail page after viewing Th
62. ion based on address ranges on the roads If the geocoded location is not accurate the point on the map can be moved by clicking and dragging to the appropriate location If the point is moved manually or new coordinates have been entered click Submit to save the changes To Add a New Customer Click on the Add New Customer button at the top of the Customers tab Eme J Enter all available customer information in the corresponding fields fields marked with a red asterisk are required Enter the address and zip or postal code and click Geocode Address in the map display to view the geocoded location or enter the coordinates in the map display on the right and edit location if necessary DC Click Submit to add the Customer to the database or Cancel to exit without saving User Defined ID The User Defined ID UDID is a field that will store your unique customer account or control number from your warehouse or dealer management system This number is typically supplied during the initial upload of your customer database into Elite EXTRA As new customers are manually created this number can be added but is not required This value will be auto populated when customers are created through integration if in place This UDID field allows also for even quicker keyed entry of orders by having this field stored Users can skip the Destination name and enter just the account number of the customer in the
63. l appear with a line drawn through it DD Applied Data Consultants Inc Joe s Crab Shack 309 Sth Ay 65 35 Y Applied Data Consultants Inc DELIVERED Applied Data Consultants Inc Service Smiles 50527 Oak G 102 79 N Applied Data Consultants Inc DELIVERED 3 If you use the Refresh button at the bottom of your screen the order status will appear as void The Order Screen also allows the admin to mark an order as delivered The occasion may arise where a driver must skip a delivery If the driver has been able to make the delivery later in the route the admin has the ability to mark that order as delivered To Search for an Order 3 Use the search field and enter in PO Invoice UDID or Destination name to search for an invoice Note The Orders Tab only shows the last 700 orders If you are searching for an older invoice you will have to use the Order Search function on the Orders or Reports tab On Hold Orders On hold orders is for use when not all of the parts for an invoice are not ready to be picked due to them being backordered or not transferred over from another location A typical scenario for utilizing on hold orders is all drivers and orders leave from Store A Store B brings parts to Store A to include in the deliveries with a driver for out of town deliveries Store B orders are integrated and placed into an on hold list upon EXTRA reading them from a feed Orders arrive to Store A where a dispatcher or parts m
64. ld like to customize the time ranges associated with the particular colors contact an Elite Build Monitor Switch to Dual Window Mode A cy Boulder Arapanoe ra SH gt ZZ a ea n E 160th Ave L teg d GI gt e Louisville a mm A ST Ser Ei S IS a OTime Fee Satellite A Traffic sm Pe Ed S E m i 3 H e rs Rs ei D i d i S s a 4 j SN gm dio T W stininstef S elw od We DY Pia VE o gt Mc Cep be perch Cammerce Da o mar Wio GA t wf A 4 Gk I Wheat Ridge 4 S Ta e A eg Se DJ Ter EColfax Ave Lakewood KI Northglenn SE Arvada Avrora Nat Glendale dro Go As X 4 121 i oe y A F GE rem Englewood 3 Boca Cherry HB Village cert z 77 A i Centeiinial lt Ok co Ken Call Columbine Ea sa Rodt SE RE Highlands Ranchs fe mi bei Stondgate Lockheed N _ Parker j Mari 107 PSA AY Roxbordugh Park Cat s North LS EXTRA Support team member to request your preference BUILD ORDER MANAGEMENT This portion of Build is where dispatchers can access various order lists and view any alerts generated by active routes TABS There are five main tabbed locations within Build Order Management that house different order lists functions and alert information Unassigned Contains pending orders that have not been assigned to a manifest Saved Contains pending orders that have been assi
65. line is the route that 70 041180 Up North Autos 1 91 91 e Between Time 0 00 the driver took The brownish colored line is where the driver followed the route provided by Extra SETTINGS PAGE The Settings tab is available to most Elite EXTRA users with Administrator access and allows the ability to reset the Administrator password or to set the Performance Pay settings SCHEDULED RUNS TOOL The Scheduled Runs tab allows the Administrator or staff with the proper access to create and manage Zones and Scheduled Runs The administrator is able to add new scheduled run Delivery Zones manage businesses assigned to zones as well as add or remove cutoff times for zones The color selected for a route will be used to display the customer points for that zone on the Manage 20 Zone page As orders are entered or fed into EXTRA for customers assigned to scheduled runs the scheduled run list in dispatch will populate with those orders creating your manifests automatically See the dispatcher guide for more information on managing orders in scheduled runs To create a new scheduled run zone Dashboard Customers Dealers Staff Drivers Orders Reports Account MANAGE SCHEDULED RUNS Create New Zone Create Color Dispatch From Create Ge Manage Existing Zones Click to edita zone Zone Name Point Color of Customers e North Zone e South Zone e West Zone 3 Under the Scheduled Runs tab select
66. lumbise Valley Village CentenhjO Columbine Foxfield Ken Caryl e Pra Mista WN sS s Sanz Fe Dr J Y Ki OK 4 a 6 e Saved Manifests 0 gt eme KL de rbd i Scheduled Runs 7 Arres Groan 121 SL Create An Order Ems of Use Ze t Bes dd Ten m Warehouses 3 CHNEWSERIE 2 CDSE extra NW Warehouse 0 Unassigned 17 Saved 0 Scheduled 13 Held 4 Alerts 1 Ji Select All None Hide On Map Action Void Mark Delivered Hold Transfer fe Add to Manifest Auto Route Filter Invoice POR Customer Address Phone Ordered At Elapsed Time Ship Via Manifest Id Zone d616 d616 Beetle Shop 2655 W Alameda Ave Denver 303 935 3552 11 40 AM 148 92 Days 21 Hours 54 Mins d615 d615 Buchtel Truck and Trailer Repair 1230 S Pearl St Denver 303 733 4030 11 39 AM 148 92 Days 21 Hours 54 Mins te0002 te0002 Buchtel Truck and Trailer Repair 1230 S Pearl St Denver 303 733 4030 10 06 AM 1 24 86 Days 23 Hours 27 Mins EE234 EE234 Camelot Auto Care Center 4397 VV Florida Ave Ste 120 Denver 303 934 1299 10 44 AM 2 4 75 Days 22 Hours 49 Mins 2885856 2556688 Chip Magic Painting and Detail 1550 Larimer St Denver 303 993 1984 9 42 AM 4 3 17 Days 52 Mins 9858696 3252565 Rickenbaugh Sales 777 Broadway Denver 303 573 7773 9 42 AM 4 3 17 Days 52 Mins 74125898 3654747 Camelot Auto Care Center 4397 VV Florida Ave Ste 120 Denver 303 934 1299 9 42 AM 4 3 17 Days 51 Mins 8547477 2568589 Matto
67. mes expected driver return times skipped stops if enabled or any custom messages desired and set by the client New Message 3 New Message Messages Tab Driver To Send a Driver a Chat Message Type Click the New Message button The Message window to the right will appear Select the driver you would like to message from the Driver drop down list Select the type of response you would like from the driver either an OK or yes no response from the Type drop down list Type your message in the Message field Click the Send button when you are ready to send the message BUILD WORKFLOW AVAILABLE DRIVERS VEHICLES This tab under Workflow shows you all drivers that are signed in along with their status Version 7 allows a dispatcher to manage and visualize the drivers that are active and available The driver list gives the dispatcher the ability to plan driver assignments and even assign routes for drivers that are currently on an active route This ability is referred to as Queue pronounced simply as Q All drivers are listed in the Drivers Vehicles tab in Workflow Three statuses exist for the drivers In displays time since In Active displays warehouse color for centralized instances and the ETA for return to warehouse and Active Queued displays Queued Return time The drivers that are most available are listed at the top of the list and the name will appear lower in the list
68. mo Deal EXTRA Demo Deal EXTRA Demo Deal EXTRA Demo Deal WEB SITE DESIGN ADC4WEB com Ordered At Elapsed Time 1 03 PM 448 1 Day 56 Mins 1 03 PM 448 1 Day 56 Mins 1 50 PM 4 6 13 Days 9 Mins 1 50 PM 4 6 13 Days 10 Mins 1 03 PM 448 1 Day 56 Mins 1 04 PM 4 18 1 Day 56 Mins 1 04 PM 4418 1 Day 56 Mins 1 04 PM 448 1 Day 56 Mins 1 04 PM 448 1 Day 56 Mins 1 04 PM 448 1 Day 56 Mins 9 44 AM 4 3 16 Days 4 Hour 9 44 AM 4 3 16 Days 4 Hour 9 43 AM 4 3 16 Days 4 Hour 9 43 AM 4 3 16 Days 4 Hour 9 42 AM 4 3 16 Days 4 Hour 9 42 AM 4 3 16 Days 4 Hour 9 42 AM 4 3 16 Days 4 Hour 9 41 AM 4 3 16 Days 4 Hour Copyright 2012 Extra Trax LLC All Rights Reserved Logged in as boothdata1 Logout Sort Ascending Z Sort Descending Columns V POR v Driver Name Time 7 Invoice Source Amount k E Held 4 Pickup Notes CHG Notes Received Salesperson 4 Destination 7 Dest UDID First Name Last Name 4 Order By 7 Ordered At Elapsed Time Time Since Held Driver Name Driver Cell Time Status Signer Columns can be rearranged and sorted ascending descending to allow eased viewing of the data Search functionality also exists below the spreadsheet order listing This allows for quick access to a particular customers order PO Invoice or dollar amount Click on the
69. more muted and lack a border A LS 87 D O Time Satellite AA Traffic Both Ave 36 Sherrelwood Welby Derby Pes Warehouse colored points Arvada Berkley ol Unassigned orders e T Commerce City wW Tuskegee Aj Mountain View Airmen Memo d Oria Saved Scheduled orders plewood Wheat ridge 88 Bivd a O z d G t Colfax Ave V j q 1 ER e Edgewater GthAve 6 6thAve i 225 Lakewood amp 00 E ve Vane A Aurora Glendale CH d O o SR S Buckley Rd W Quincy Ave Sheridan Cherry Hills Village 87 Ovi Q to Greenwood Colum Valley 5 Village e 3 Centenn O Central dispatch enables a dispatcher to create and dispatch manifests containing orders from mulitple locations This will create a manifest that starts at one locations may deliver orders for that location before picking up additional orders from another location and continuing to deliver from both With this flexibility a dispatcher can reduce a good amount of empty back travel across a city 47 Scheduled runs are easily facilitated between multiple locations as well Often times when a group of locations have scheduled runs to zones outside of town the orders from multiple locations are brought to a dispatch point for that zone As orders are keyed or read through integration for multiple locations they will be added to one scheduled run that departs from the selected dispatch point for that zone BoothsocketdemoZ
70. nassigned deliveries here to create a manifest Create An Order Your Order Management Area is located on the bottom of the screen and contains the following features Warehouses 3 GEESS D EXTRA NWWerehouse 4 Unassigned 17 Saved 0 Scheduled 13 Held 4 Alerts 1 Select All None Hide On Map Action Void Mark Delivered Hold Transfer fe Add to Manifest Auto Route Invoice PO d616 d616 d615 d615 te0002 te0002 2885856 9856696 74125898 8547477 2556668 3252565 3654747 2568589 E o 9 EE234 EE234 EI EI EI 2 Customer Beetle Shop Buchtel Truck and Trailer Repair Buchtel Truck and Trailer Repair Camelot Auto Care Center Chip Magic Painting and Detail Rickenbaugh Sales Camelot Auto Care Center Mattocks Marine Unassigned tab Saved tab Scheduled tab Held Alerts Address 2655 W Alameda Ave Denver 1230 5 Pearl St Denver 1230 5 Pearl St Denver 4397 VV Florida Ave Ste 120 Denver 1550 Larimer St Denver 777 Broadway Denver 4397 W Florida Ave Ste 120 Denver 4171 Morrison Rd Denver 28 Phone 303 935 3552 303 733 4030 303 733 4030 303 934 1299 303 993 1984 303 573 7773 303 934 1299 303 934 1808 Fitter Ordered At Elapsed Time Ship Via Manifest ld Zone 11 40 AM 148 92 Days 21 Hours 59 Mins 11 39 AM 148 92 Days 21 Hours 59 Mins 10 06 AM 1 24 86 Days 23 Hours 32 Mins 10 44 AM 2 4 75 Days 22 Hours 54 Mins 9 42 AM 4 3 17 Days 57 Mins 9 42
71. need to access the driver phone actions at time This is done by using the View Phone option Any actions for a stop can be done here if needed A pop up window of the driver s User Interface will guide you through the drivers route The driver should call the dispatcher from each delivery stop when they cannot complete the delivery steps on the phone so the order can be marked as delivered with an accurate time stamp Rearranging an Active Route Unassign Route Route 75 will be removed from Monica Mickleson An unassigned scheduled run will x return to the scheduled run list and a route dispatched from the unassigned list will create a new saved manifest Do you wish to continue Yes No Search Route Manager emir Route 75 assigned to Monica Mickleson 1 W EXTRA Demo Dealer 5450 SOUTHE BROADWAY DENVER ETA Route Not Started O 2987655 9 34 AM 5 21 2 Amina Truck and Tractor 7945 E Colfax Ave Denver ETA Route Not Started O 2987655 9 34 AM 5 21 3 W EXTRA Demo Dealer 5450 SOUTHE BROADWAY DENVER ETA Route Not Started Cpo e Build Monitor e Mie yes Monica Mickleson s Phone Welcome Monica Mickleson You have been assigned to aroute Please click Depart when you are ready to leave the warehouse of stops 3 Estimated Length 00 29 Depart pickup invoices 987655 A Reload Done Columbine Valley a aa Columbine
72. ning a customer can be done by selecting View Customers Not in Zone clicking the customer point and selecting Add to Zone to add to the current zone being managed Using the Scheduled Runs List The Manage Scheduled Runs page allows you to access a zone for editing You can also print a list of all customers assigned to a zone by clicking the button in the list To modify or delete a zone or scheduled run click the pencil tool next to the zone name on the Manage Scheduled Runs page From the Manage Zone page for the zone you wish to edit you can remove edit or add cutoff times and delete a zone 3 To remove a cutoff time for a zone click on the el button Confirm removal by clicking Yes in the confirmation dialog box 3 Click the to edit a cutoff time or days of the week 3 Use the Delete Zone button to remove a zone entirely All customers assigned to that zone will be Unassigned 25 3 After correctly setting up the Scheduled runs cutoff times for a zone you can copy those to other zones you create by using the Copy Cutoff Times from Zone option For out of town deliveries that may have orders from multiple locations you can set the Dispatch From for the zone This will set the source of the orders automatically to the departing location for delivery Contact your Elite EXTRA account manager for more information on the use of Dispatch From if it applies to your unique EXTRA instance 26 DISPA
73. oss Kleiner EXTRA Demo Dealer Available e 10 Chad Bartz EXTRA Demo Dealer Available e 11 DeVries EXTRA Demo Dealer Available e 12 Ward EXTRA NW Warehouse Available Administrator access allows you to change or edit driver information email phone business cell network and access PIN This access also allows the user to simply delete a Driver In order for the driver to receive SMS messages the user must check the Use Business Cell for SMS box enter the Business Cell number and select their Bus Cell Network from the drop down menu Special qualifications are noted at the bottom of the driver s page This information on the certification training or other specifications that the driver may possess is important in efficiently routing orders with special requirements You can also mark a driver as a Tracking Only driver which allows you to watch where the driver is but you will not be able to dispatch a manifest to them The Record Odometer function will prompt the driver to enter in their beginning and end odometer reading for a manifest This will be done for each manifest that they are given during the day To change edit or delete a Driver Dashboard Customers Dealers Staff Orders ADD A DRIVER 3 Click on the Luch pencil next to the reanearea Driver ID o e 3 Edit or update the desired information fields erer marked with a red asterisk are required apa Use Business Cell B Click on Submit
74. quired Enter the address and click Geocode Location to view the geocoded location or enter the coordinates in the map display on the right and edit if necessary without saving Click Submit to add the location to the database or Cancel to exit If a location will be a disoatch point for drivers contact EXTRA Support to add as a dispatch point Select whether they dispatch their own orders or if the central facility will Click Submit STAFF PAGE Within the Staff page you may create individual staff logins for your employees Utilizing staff logins allows you to personalize permission levels secure your customers information and Dashboard Customers Dealers Drivers Orders Reports Account Scheduled Runs STAFF LIST Click 4 to edit a staff login or Add New Staff ID Login First Name 7 Last Name 7 Access Settings P 1 manage Carl DaBoss Customers Access NO f 2 dispatch Gordon T Shipper Customers Access NO 4 7 3 sales Robert T Sellers Customers Access YES E provide your staff with easy access to information useful to them The Staff page will list all active Staff users Sorting by any of the columns of information allows you to navigate to the desired user account Administrator access allows you to change or edit Staff information email phone user name and password or simply delete the staff user Dashboard Customers Dealers
75. refresh button to clear a search and return to the full order list Click on the arrow next to the Search button to see the entire list of checked fields that are searchable Orders can be entered by an Elite EXTRA user with either Administrator access or with the proper privileges given to a staff user The information is entered into the Order entry area of the dashboard Special requirements can be noted for the order to ensure delivery by a specific vehicle and or driver some special requirement columns may need to be displayed to enter the information necessary Note Contact an Elite EXTRA Support Team member if you desire a different set of columns or order of columns set as a default To Add a New Order 9 Double click on the top row of the spreadsheet in the PO column to begin entering an order D Enter all order Information filling all necessary fields Use tab to navigate between entry fields As you begin typing the source destination and order by fields EXTRA will query the database and provide you with suggestions reducing the amount of typing necessary Arrow down fo select the appropriate item from the suggestion list and hit tab to select and move to the next entry field You can also type the complete name Note You do not have to change the Source field as it is auto populated for you if you have a single location for the dispatch point 3 After entering the last column of information tab one more
76. ril 20 2012 Driver Total 00 00 28 Route West Zone Wednesday 3 00 PM Jan 18 3 Route Cutoff Fri Apr 20 9 19 AM Driver Chad Bartz 3 Date Ordered PO Invoice Cust Customer Name Revenue Gross Profit Pieces In House Time Es Arrived Delivered Departed Time Weg EXTRA NW Warehouse 01 18 10 36 db12 db 12 9375 Airport Shuttle AM Service si 12 03 1234566 6554454 9372 a 5 00 1Day 21 15 40 9 19AM 9 19AM 9 19AM 00 00 03 EXTRA NW Warehouse 00 5 00 00 00 00 19 A H I9AM 9 19AM 00 00 07 00 00 00 92 Days 5 00 92 Days 21 42 38 9 19 AM RIP AM 9 19AM 00 00 16 21 43 00 1 Day 21 16 08 5 00 8 00 R19 AM O 00 00 02 47 Days 09 29 09 Avg Manifest Total 00 00 31 Totals 2 Invoices 3 Stops 0 00 miles 151 00 00 Averages Per e 76 00 00 View Driver Trax top N d ON a es EE d me 4 3 Under the Reports tab Ei PRE Are E E RD Ga I Select the date that the mmole TAN e 2 employee in question worked T A Nae Aber A Choose the duration you wish Meat EN zen wie ES the report to represent and aC RS RENE e click the Delivery Route Details E PS e n RR or Delivery Route Details by lm Bro Driver button om S E ad RA D Find the route you wish to look 4 pie nat reien fi at and click the View Driver ke es ve ie vient Trax button Sa e g aa aa Ae The green line is ThE route that Sexe er GREEN GPs Route SES EXTRA has provided Invoice De Ba Saca Delivered Time The red
77. t all of these reports will be necessarily on your instance of Elite EXTRA If you see a report listed below and would like it added please contact your EXTRA rep or the support line Monthly Reports These reports can be run for any individual month using the dropdown tab m the upper left of the page l Driver Activity This is a monthly report that lists each individual driver s login and logout times per on a particular day For example Bob logs in on August 22nd at 8 AM and then logs out at 4 PM so he would have one entry on August 22nd This is a simple report just to see your drivers activity throughout the month Overall Totals You can view the total amount of deliveries and pickups by each individual dealership This also shows the percentages of each dealership s orders compared to the total number of deliveries Deliveries By Zone This report is best utilized when a dealership uses delivery zones or scheduled runs In this case the report will just list the total number of invoices and the associated dollar figure Monthly Dollars The monthly dollars shows each dealership and the amount of money associated with the invoices for that month The total dollars for each dealership its percentages number of invoices and the average dollar amount per invoice are all listed within this report Dealer Sales by Zone Broken up into the zones each dealer lists the invoice totals dollar amount and
78. tarting their day out at Hovering over the warehouse dot will display the warehouse name Drivers Vehicles 2 Saved Manifests 2 e S AV E D M A N F ES TS You have 2 manifests ready for dispatch Click to view details This tab under Workflow displays the saved manifests that you have Dispatch Al Print Al Delete AlI Merge created Notice that 1f a run has been assigned to an active driver the EXTRA Demo Dealer list will show the name of the route along with the queued drivers are v name From the list you can click the route to view in the manifest Est Time 30 Mins e Queued for Don Everson unassign manager print all dispatch all or delete all A merge tool exists to ae F 1 1 Number of Orders 2 select 2 or more routes to merge together into a single route for ege be dispatching View a Saved Manifest Scheduled Runs 3 3 Click on the Saved Manifest in the Saved Manifest tab The selected route info box will highlight in blue and the stop information will be displayed in your Manifest Manager 3 You again have the option to delete print or dispatch this saved manifest from the Manifest Manager tab You can also reorder delivery stops before dispatching the individual manifest or save changes for later delivery J Clicking on New will clear the Manifest Manager for creation of a new route You may also rename a saved manifest From the Saved Manifest tab you are also
79. u can also click Clear and start over with a new manifest Add a Delivery to Saved Manifest B Click a Saved Manifest from the Saved Manifest tab or select a Scheduled Run from the Scheduled Run tab 3 Select the delivery from the unassigned tab in the Order Management System Select Add to Manifest Your route will re optimize to accommodate this newly added delivery unless manual edits have been made CREATE AN ORDER To Create an Order 3 Choose Create an Order from the Build Toolbox 3 Enter all necessary information POR not required if you use an invoicef Invoice not required if you use a POF Order Amount UDID or Destination Source Order By Salesperson if desired 32 North Z 3 If you have any Additional Requirements click the Add Additional Requirements link Here you will have the option of adding Pickup Notes Avoid Scheduled Runs COD Cash on Delivery is Required ALift Gate is Required A Pallet is Required There are Hazardous Materials 3 Once you are satisfied with your order information click Submit or hit enter on your keyboard and your order will be added to the Unassigned tab in the Order Management Area and it will also appear on the map If the order is for a customer assigned to a scheduled run the order will appropriately be added to that Scheduled Run D If you are not satisfied with the order make t
80. users that may not be making deliveries such as sales staff or shuttle drivers Tracking only drivers will have a green triangle as an icon mengem ExtRADems Y on the monitor map You can pull up the Trax for the driver that iS kevin Harland EKTRA Demo being tracked by checking the box next to that driver s name Double clicking on the tracking driver s name will zoom to the location of the driver as well Tracking 2 Mame Dealership 46 CENTRAL DISPATCH Central Dispatch allows one dispatcher to prepare dispatch and monitor drivers for multiple dealer locations or warehouses To facilitate managing deliveries and drivers for multiple locations Elite EXTRA uses color coding When you first launch dispatch you will not see any order points on the map Each dealer that is a dispatch point for your Elite EXTRA instance will be represented on the map with a polygon shape ei colored to represent the associated order points To view the orders for a locations click on the location name in the Warehouse area of Order Management This will display all of the orders that originate from that location From this point a dispatcher can build routes and save manifests for a single location You may also click on Warehouses to turn on all of the orders for all locations at once Unassigned orders will display in the warehouse color with a thick black outline while saved and scheduled points are the warehouse color but appear
81. y Selection Tool i ccccccsssssssseteeeeees 29 Creating a route with Order Management order list 30 Verified Check EE 31 Dispatching a Manifest ccccsesssscecssccccccceeeeecececceeeeecessssssssssaaaeeeeeeeeeeceeees 31 Change ft luet TE 32 Add a Delivery to Saved Montest e eeeeresessaaada 32 CREATE AN EE 32 IoCreoteonOrder seres ee rear cena r ceara near cena 32 To Add a Courier Order 33 te Bee EN PICRUD alte TE 33 OTHER MAP FEATURES nn erre ree aaa r cera reea ear rreaaaaanda 34 BUILD ORDER MANAGEMENT 34 IR 24 Unassigned Saved Scheduled Held Alerts cccccseessssssssssssseeeeeens 34 a Soi Le EE 35 FUNCTION mire EE ae AAA E AE EAE S 35 VOII orrea E EEA EAEE 35 Mark as Delivered rear ree aeee era a re rea aaa ree near rea aa aaa da 35 Hold PAR PR RR i RED RD RPA RD CIR OC 35 lge a ERR RR RE DDD RD DD RR O O RR RD RR DR eee 36 Select All orhNone seres r era renasce narrar ans eea ana 36 Hide Show on MQP EE 36 Add te Lu ss isso de oe nai en has eee 36 Auto Route erre rr cera eea ear cena rea ans cen ans eeaa arena nar reaaaada 36 Remove MOO BEE ER Quick REMOVE aaa erre rear era a aaa nana aa nana nana anna ada 37 Mark Reod ccccccssccccessccccsssccecssccccescccescceesssceeeusccessssceeesseeeucccesssceesanscs 37 NEW sy aa Le EE 38 TOT B12 4 at Kei 38 AVAILABLE DRIVERS VEHICLES

User Guide - Elite EXTRA

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