Overview of Routes Admin in Hauling Software
Routes admin allows you to assign routes to leases in Hauling Software based upon company. The user is also able to sort invoices by these routes in Invoice Look Up.
How to Create A New Route
1. Select the Main Menu Drop Down
2. Select System Administration
3. Select Admin Home
4. Select Routes from the table
5. Select Add Routes
6. Select Company and Enter Route name and Contact
7. Select the Save Changes button
How to Assign a Route to A Lease
**You can only assign a route to a lease under the same company as route**
1. Select the Main Menu Drop Down
2. Select System Administration
3. Select Admin Home
4. Select Leases from the table
5. Find Lease you want to assign Route to an select Edit
6. Use the Drop Down to select the Route
7. Select Save Changes
How to Sort Invoices by Route
1. Select the Main Menu Drop Down
2. Select Invoices/Master Ticket
3. Select Invoice/Master Ticket Lookup
4. Use the Drop Down to select desired Route
5. Select the Filter Invoice/Master Ticket button
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All information provided is for software products produced by CantrellJackson.com