Axon Trucking Software News
By assigning a Booking# to your tickets, you can follow their progress on the dispatching screen. Here are a few tips to help you track them and make sure they are completed on time.
Entering start and end times for your tickets will establish their sequence if you handle multiple tickets per day.
Color coding identifies your tickets’ status. You’ll know immediately if they are dispatched, overdue, or completed.
You can use the filters to display the relevant information – and skip the clutter.
Pre-booking equipment or drivers for a project will affect their availability on the dispatching screen.
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Purchase orders provide an efficient paper trail. There’s a clear record of what you ordered – the make, the type, and the number. You also have a record of when you placed the order. You can compare it to the invoice and make sure that none of your instructions have gone astray.
Trucking items can be assigned immediately to a driver or a piece of equipment. Once the purchase order is linked to a payables invoice, employee expenses will appear on the driver settlement while equipment expenses will be added to the equipment statement.
The system will update your inventory as soon as you record receipt of the items on your purchase order.
Digital purchase orders do away with stray scraps of paper and bulky files. All the information is available online, and the Comments and Activity tabs give you plenty of space to record additional details. You can also customize the layout of your purchase order and create custom fields.
The purchase order can be emailed directly to your supplier or saved as a PDF.
Axon provides you with three different ways to credit a customer.
- You can use the Payments and Credits screen to apply a credit to one or more invoices.
- You can enter an Unapplied Credit without specifying a particular invoice.
- You can pay off a single invoice at short notice by choosing the Quick Credit button on the Receivables Invoices screen.
The system will generate a credit for the amount outstanding on the invoice, effective on the date you entered in the pop-up window, and will create a credit line for the GL Account you have specified.
The system will also create credit lines, assigned to the appropriate GL Accounts, for any taxes included on the invoice.
It’s quick and easy – just the way all your accounting transactions should be.
It can take a lot of time to enter detailed information about every one of the orders that you receive. That may not be necessary. Here are some handy tools that can help you streamline your data entry process.
If you frequently create Orders or Tickets with the same information, you’ll save time by setting up a template.
You can set up as many different templates as you want.
When you’re setting up a new Order or Ticket, just choose the appropriate template and the standard fields that you set up on the template will fill in automatically. You can then go ahead and make changes and additions.
If the Ticket or Order that you are about to enter is very similar to one you’ve already entered, choose the Copy Order or Copy Ticket button.
You can either enter a new Start Date or you can choose to increment the current Start/End Dates by a specific number of days. If you choose the Skip Weekends checkbox, the system will keep incrementing by one day until it is off the weekend.
The Weekly Orders option is useful if you have shipments that recur on a weekly basis. Each master Weekly Order represents a week’s worth of Orders (e.g. if you deliver construction supplies on Monday, Wednesday, and Friday for a particular customer).
More: Ticket Management
The prices you charge for the parts used during equipment repairs need to adequately cover overhead and profits.
Axon provides you with the flexibility to set up a variety of different pricing systems for company, owner operator, and customer equipment. For example, you can:
- Price parts at cost for company equipment;
- Set a company-wide default markup for all your customers and owner operators; or
- Set an individual markup for each of your business partners.
Markups are based on the rates you set up on the Inventory Markup Table and are based on variable percentage increases for different dollar values. For example, you may charge 35% up to costs of $5,000 and 32% up to costs of $10,000.
Calculating the Price
The system will calculate the price of parts on your work orders as follows:
Price * Markup % – if a Price is entered on Work Orders » Inventory
Last Cost * Markup % – if no Price is entered on Work Orders » Inventory
Tip: It’s important to realize that the system will not update the Price based on changes in the Last Cost if there is a lag between the date the Work Order is entered and the date it is completed.
“One of the biggest benefits is the integration. We run a shop for our trucks, and right from here I can see all the work orders, inventory control, all those sorts of things. So can my accounting staff,” says Ken Siewiertoka, Xtreme Oilfield Services.
More: Work Orders & inventory
Axon’s customization and report options help you to ensure that your driver confirmations are informative and easy to read.
Use the Trucking > Setup Options > Report Customization tab to customize your driver confirmations. You can:
- Add additional information to the header
- Choose the information you want to include (e.g. Tarping Required, Directions, Customer PO#)
- Choose the Billing/Other Charges columns
- Place a checkmark beside Don’t print dates for picks/drops if you only want to display the Shipper and Consignee dates
Note: If you have entered information about Commodity, Weight, Compartment, and Capacity on the Orders screen, it will print on the Driver Confirmation.
The report options you choose on the Order Confirmation screen determine how many copies of the Driver Confirmation will be printed:
If you enter an Owner Operator in the Equipment field of the report, the system will print a Driver Confirmation for the Equipment
If you enter the name of a Driver(s), the system will print a Driver Confirmation for the Driver(s)
If you enter the name of an Owner Operator AND a Driver on the report, the system will print Driver Confirmations for both the Owner Operator and the Driver(s)
If you leave the Equipment and Driver report fields blank, the system will print a Driver Confirmation for each Owner Operator and each Driver listed on the Order
Warning: The system will not print a Driver Confirmation for a particular Driver if you have chosen the Do Not Create Pay Records checkbox on their Employee record.
A customer has asked you to prepare a quote for a cross-country shipment. It’s a big job and you want to make sure that you’re adequately compensated.
The Calculate Mileage and Costing screen will help you estimate route cost and potential revenue.
The left-hand side of the screen helps you calculate the mileage between two or more locations. If you’re using a mileage program (e.g. PC*Miler), it will calculate the total mileage for you.
The right-hand side of the screen displays the average cost per mileage based on the finalized equipment statements for the last two months for each of your pieces of Equipment.
Now that you have the total mileage and the average cost per mileage for your tractors, you can work out the shipment’s potential revenue based on either an estimated rate per mileage or an estimated total billing amount.
The screen also displays the last known location for each tractor so you’ll know which one is best placed to pick up the load.
Is it worth filling in the latitude and longitude for each of your customers and ticket locations? Absolutely.
If you’re using Axon Trucking Link, your drivers will be able to view a map or get directions from their current location on their mobile device.
So long as you’re receiving GPS readings from satellite or Axon Link, you and your business partners can receive automatic notifications if a tractor enters or departs from a spot close to an order or ticket location.