Trip Entry Cheat Sheet

Pickup/Delivery Sections

• You can set an address as the default pickup or delivery address for this customer's account by selecting the checkbox next to the address. This address will then be used for all new trips that are billed to that customer's account.
• The Address Notes field attaches notes to the ''Address'' not the trip. All trips using that address will have that note.
• The Address Notes field is only viewable to office staff, no one else.
• The Pickup and Delivery Notes fields are visible to everyone, including drivers and customers, and is printed on the waybill.

Scheduling

• To schedule a ''one time'' trip for a later date use the Quick Schedule field in the Package section.
• To schedule a ''recurring'' trip click the Schedule Trip button.
• ''Do not'' attempt to use the Call Time field to schedule a trip, use the Quick Schedule field instead.

Checkboxes

• Some checkboxes are only used to set default values, hovering over a checkbox that sets a value as default will display the message "Set as Default." By checking one of these boxes, you are telling IDS that what you then enter for that field will be your default.
• To clear these defaults, go to the Help drop down in IDS, then select "Reset Field Defaults." 
• For more information, please read this article: Trip Entry's Default Addresses, Pieces, Weight, Service Level, Package Type and/or Times Changing

Hotkeys