Quick Reference
Stage | Daily Check |
|---|---|
1. Price | Confirm fuel, terminal, current effective price, margins, and applicable customer indicators. |
2. Route | Set date and fuel; create the route; assign the correct driver and truck. |
3. Stage | Select terminal and load number; add stops and requests; review expected gallons. |
4. Finalize | Assign the load; use Optimize or Recalculate Path; manually reorder and perform final dispatch review. |
5. Deliver | Complete checklists, pickups, stops, transfers, and exception documentation. |
6. Verify | Compare delivered gallons, tickets, tank capacity, notes, and completion status. |
7. Bill | Create invoices; filter the correct subtype; review, email, post, and verify payment results. |
8. Reconcile | Review truck fill levels, containers, transfers, history, and inventory reports. |
Common Mistakes to Avoid
- Using the wrong fuel type, route date, driver, truck, terminal, or load number.
- Customer needs to have a tank for the appropriate fuel type.
- Assigning a staged load before reviewing its stops and expected gallons.
- Treating a staged load as though it is already assigned to a driver.
- Leaving a submitted customer request unrouted.
- Pricing the wrong selection or failing to review pricing before dispatch.
- Ignoring customer pricing notes, delivery notes, or assistance, budget, contract, and promotion indicators.
- Posting invoices before confirming delivered gallons and ticket information.
- Failing to investigate delivered gallons that exceed recorded tank capacity.
- Using a demo-specific invoice subtype instead of the subtype configured by the company.
- Letting a skipped or undelivered stop go undocumented or unassigned for follow-up.
FINAL CHECK: After every major action (assign, price, complete, create, post, or transfer), open the next screen in the workflow and confirm the record moved forward correctly.