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- Go the IDS's Window Dropdown menu and select Trip Entry.
You will notice in your dropdown that there is an F Key mapped to the Trip Entry Screen. For example, in the above screen shot, our F key mapped to the Trip Entry Screen is "F11", yours maybe different. If you press that F key on your keyboard, your Trip Entry Screen will open. - With the Trip Entry Screen now appearing, press your Alt and N button at the same time to create a new shipment.
- This will clear the fields.
- provide you with a unique TripID number
- place your cursor in the "Account" field.
- You can also use the following to create a new trip, however, for the most efficient data entry, we recommend learning and using the hot keys
- by pressing
- or by clicking your right mouse button (not inside a field)
- by pressing
- Start typing the same of the account that will be charged for the trip. This will bring up a dropdown menu:
- Tricks to use any dropdown that you see in IDS:
- If you type a few letters quickly, the dropdown will highlight the first account with those letters.
- If you pause, then type, you will reset the above, and then find the first account with those letters.
- you can use your keyboards up and down arrow keys, instead of your mouse.
- You can also type in an Account's code, then press the Alt and a button (or the "Find Account" button).
- Once you have selected the select, press the enter button. Then the following will happen:
- The Call Date and Time will default to the current Call Date and Time as displayed on your computer.
- The Pick up and the Delivery Addresses will automatically be filled in with the Account's default addresses.
- The Ready Time and the Due by will default to the current to the current Call Date and Time as displayed on your computer.
- The cursor will move into Caller Name field.
- The rest of this tutorial will now move along in the order of the fields; however, you can jump around quickly by doing the following:
- Press your keyboard's tab button to move 1 field forward
- Press the shift and tab button at the same time to move 1 field backwards.
- Press Alt and X to jump to the next section of the screen.
- Select any of the following hotkeys (you can see these hot keys in your right click menu button as per 3b above)
- Enter in a Caller Name if needed.
- You can change the Company Phone for this 1 trip if needed.
- Enter in a Caller Phone number if needed.
- Call Date and Time can be edited to back date this trip. This should never be used to future date a shipment. If you need to future date a shipment please read this article: How to Schedule a Shipment.
- To back date the date, click your mouse into the date field and select a future date.
- To back date the time, click your mouse into the time field then:
- use the up and down arrow keys on the screen or on your keyboard.
- You can also just type in the time.
- To back date the date, click your mouse into the date field and select a future date.
- Please note: Even if you change the Call Date, the shipment's audit will display the original date and time the shipment was created.
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