How to add Trip Credit?

Adding Trip Credit:

1. Navigate to the Trip:

   • Locate and open the trip for which you want to add a credit.

2. Add Trip Credit:

   • Inside the trip details, find and click the "Add Trip Credit" button.
     
     
     

3. Fill in Details:

   • In the new window, provide the following information:
     • Date: Specify the date of the credit.
     • Product: Choose the type of credit or service.
     • Unit Price: Enter the unit price or credit amount.
     • Expense Description: Optionally, add more details about the credit.
       
       
       

4. Save:

   • After entering the required details, click the "Save" button to confirm and add the trip credit.

This process allows dispatchers to accurately record and manage trip credits associated with a particular trip in the Helix TMS system.