Daily Route Settlement Tutorial Videos
The following are a links to tutorial videos based on the various steps in the Daily Route Settlement.
Contents
Setup Cash Discrepancies:
Cash Discrepancies Tutorial Video - This video shows the various steps needed to setup a driver to be charged for cash discrepancies.
Entering Truck Information:
Entering Truck Information Tutorial Video - This video shows how to enter the information needed for the daily route settlement to begin, including driver, truck, and total payment amounts collected.
Deliveries and Pickups:
Deliveries and Pickups Tutorial Video - This video shows the steps in the deliveries and pickups panel of the delivery route settlement. This includes any changes that can be made to the orders.
Additional Payments:
Additional Payments Tutorial Video - This video shows the steps in the additional payments panel of the delivery route settlement. The video includes how to add new off-invoice payments.
Refunds and Expenses:
Refunds and Expenses Tutorial Video - This video shows the steps in the refunds and expenses panel of the delivery route settlement.
Cash Reconcile:
Cash Reconcile Tutorial Video - This video shows the steps in the cash reconcile panel of the delivery route settlement and includes how to either credit or write-off discrepancies.
Truck Reconcile:
Truck Reconcile Tutorial Video - This video shows the steps in the truck reconcile panel of the delivery route settlement.
Review and Post:
Review and Post Tutorial Video - This video shows the final step in the delivery route settlement.
