How do I add a new transport job?

Option #1: Logistics Dashboard Method

STEP 1:

Click the “Logistics” link on the DealerAccelerate navigation menu, located at the top of your screen. This will take you to the Logistics Dashboard.

STEP 2:

From the Logistics Dashboard, click the “Add Transport Job” from above the top right corner of the dashboard (Fig. 1).

Figure 1: Add Transport Job Button

http://www.screencast.com/t/OZlBPMgzagoP

This will take you to a new Transport Job record (Fig. 2).

Figure 2: New Transport Job Record

http://screencast.com/t/dpTTLQm1NA

STEP 3:

Enter all available information in the fields provided and click “Create.” A notification will appear in the top right corner of your screen to indicate the new Transport Job record has been successfully created. To return to the Logistics Dashboard, click the “Back” link the top left corner of the Transport Job record.

 

Option #2: Inventory Listing Method

 STEP 1:

Navigate to the Sales screen by clicking the “Inventory” link on the DealerAccelerate navigation menu, located at the top of your screen. This will take you to the Inventory Dashboard.

STEP 2:

Select the Inventory Listing for which you want to begin a new transport job. This will take you to the Summary tab of the Inventory Listing.

STEP 3:

In the Inventory Listing, click the “Logistics” tab located on the Inventory Listing navigation menu (Fig. 3).

Figure 3: Logistics Tab Link

http://screencast.com/t/M1BREnmITWFd

STEP 4:

On the Inventory Listing’s Logistics screen (Fig. 4), click the “Add Transport Job” button, located on the right side of the screen.

Figure 4: Add Transport Job Button

http://screencast.com/t/taRmdaKES

This will take you to a new Transport Job record (Fig. 6).

Figure 6: New Transport Job Record

http://www.screencast.com/t/dpTTLQm1NA

STEP 5:

Enter all available information in the fields provided and click “Create.” A notification will appear in the top right corner of your screen to indicate the new Transport Job record has been successfully created. To return to the Logistics Dashboard, click the “Back” link the top left corner of the Transport Job record. 

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