Edit Pricing Modal in Customer/Shipper Invoicing
A new option, Edit Pricing, has been added to the Customer/Shipper Invoicing section of Delivered Loads. This button is available on loads where customer pricing was set to Variable or Flat Rate prior to delivery.
This feature allows you to edit details about the price including pricing method, unit rates, unit counts and fuel surcharge.
Deductions / Reimbursements in Driver Settlement
Deductions and reimbursements for payroll can now be added in Delivered Loads. The button to open the entry form is located in the Accessorials section.
Click on the + sign next to Deductions / Reimbursements to open that section. Deductions must be added as negative values and Reimbursements must be added as positive values. Click the green checkmark at the end to save the entry. Click the red X to remove the entry.
Location Search by Address
An option has been added to search locations by address in the New Load Entry form. Select the toggle Search with address. The Address field will open for entry. Begin typing and the application will match to existing locations.
Additional Fields on Allocation Modal
The allocation modal has been enhanced to provide more details about the loads and assets.
- Customer Load Number
- Visuals showing if the full amount is allocated
- Leg miles and percentage of total miles
- Origin and Destination for each leg
- Asset information including driver, truck and trailer
Custom Invoice Email Subject Lines
Invoice email subject lines can now be customized for each customer. A pre-set list of options is available to select such as Invoice Number and Customer Reference Number. In addition, text fields can be added by typing what is required and selecting Create option to save that into the subject line.
Values selected from the existing list will be separated by a comma. An example based on the entry above is shown below.
Manual Fuel Surcharge Tables
A new setting for customer fuel surcharges has been added called Manual FSC Table.
This option allows you to set up a custom fuel schedule. Click the Edit Fuel Table button to enter the fuel rates.
Auto-Rate Contract Loads
A setting is now available to auto-rate loads based on an active shipper contract. This option is available for both manually entered loads and EDI created loads.
When activated, the auto-rating will be done when the load is accepted. Pricing can be updated or a different contract rate applied at any time, if required.
To learn more about Shipper Contracts or to activate the auto-rating feature, please contact support@go-eka.com.
Shipper Contract Enhancements
Point to Point rates in shipper contracts have been enhanced to use specific saved locations.
- Search/select a currently saved location
- Create a new location to add to the contract and to save in the Locations list
-
A rate that uses a saved location can be combined with either another saved location or a city/ZIP combination
Enhanced EDI Notifications
The emails that are sent when an EDI change order is received for an Active or Delivered load have been enhanced to better identify what changes have been made.
The subject line will now read URGENT User Review Required Update 204 - Customer Name for Shipment ID.
The email will remind users that no changes have been applied but will include the changes that our system has detected. The user will still need to log into EKA and make the described changes.
Changes that have been detected will be in red text in the document as in the example below.
Ops Team Filter in Delivered Loads
A filter for Ops Team has been added to the Delivered Loads filters.
Ops Teams for Assets
Assets can now be assigned to multiple Ops Teams - based on the subscriber selection of which asset type should be used for Ops Team. The below example shows a driver assigned to multiple Ops Teams.
Multi-Leg Indicators in Load Planning
The multi-leg indicator has been added to the Loads/Shipments side in the Load Planning feature.
Clicking on this indicator will open a read only view of the allocation modal.
New Accessorials
New accessorials have been added:
- On Time Delivery
- Tracking Fee
- NY City Charge
- Late To Appointment
Bug Fixes
- Documents Requirements fulfilled date in Receivables has been fixed
- Searching loads with Customer ID will now find loads in the Incomplete Loads tab of New Load Entry
- Multi-leg load invoices have been fixed so that the stops are presented correctly
Comments
0 comments
Please sign in to leave a comment.