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Table of Contents
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Set up a customer in the Classic Operations App

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Customers - New/Edit Customer
Customers - New/Edit Customer
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See Customers - New/Edit Customer for more information.

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Set up a Human Resource Record

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Human Resources - New / Edit Human Resource
Human Resources - New / Edit Human Resource
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See Human Resources - New / Edit Human Resource for more information.

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Set up a driver

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Drivers (Classic Operations App)
Drivers (Classic Operations App)
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See Drivers (Classic Operations App) for more information.

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Create an order type

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Order Types (Classic Operations App)
Order Types (Classic Operations App)
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See Order Types (Classic Operations App) for more information.

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Create or assign a rate chart to the customer

How to Create a New Rate Chart

  1. Click the arrow next to the New button, or press the N key. 

  2. Click Rate Charts

  3. Select Base Rate

See Base Rate Charts - New / Edit Base Rate Chart for more information.

How to Assign a Rate Chart to a Customer

  1. Go to Maintenance > Customers.

  2. Double click on the customer you would like to assign a rate chart to.

  3. Click the Accounting tab.

  4. Enter the Rate Chart ID.

See Customers - New/Edit Customer for more information.

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Create a new order

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Orders
Orders
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