# Quick Reference

<table id="bkmrk-stagedaily-check1.-p"><colgroup><col></col><col></col></colgroup><tbody><tr><th>Stage

</th><th>Daily Check

</th></tr><tr><td>1\. Price

</td><td>Confirm fuel, terminal, current effective price, margins, and applicable customer indicators.

</td></tr><tr><td>2\. Route

</td><td>Set date and fuel; create the route; assign the correct driver and truck.

</td></tr><tr><td>3\. Stage

</td><td>Select terminal and load number; add stops and requests; review expected gallons.

</td></tr><tr><td>4\. Finalize

</td><td>Assign the load; use Optimize or Recalculate Path; manually reorder and perform final dispatch review.

</td></tr><tr><td>5\. Deliver

</td><td>Complete checklists, pickups, stops, transfers, and exception documentation.

</td></tr><tr><td>6\. Verify

</td><td>Compare delivered gallons, tickets, tank capacity, notes, and completion status.

</td></tr><tr><td>7\. Bill

</td><td>Create invoices; filter the correct subtype; review, email, post, and verify payment results.

</td></tr><tr><td>8\. Reconcile

</td><td>Review truck fill levels, containers, transfers, history, and inventory reports.

</td></tr></tbody></table>

## 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:****<span style="white-space: pre-wrap;"> 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.</span>