How to Use Helix TMS for Dispatching?

1. Load Creation:

    Step 1. Access Dispatch module:
From the main menu, go to the "Dispatch" module.


Step 2. Use top menu to access Loads list page


Step 3. Create New Load:
Click on the "Create" button to initiate a new load.


Step 4. Fill Load Details:
Choose if load is FTL or LTL, enter load details such as Dispatcher, Customer/Broker, Broker Load number, Division, Pickup, and Delivery locations same as in Rate Confirmation.
Specify the Total Weight, Trailer Type, Freight Rate, and any other relevant information.


Step 5: Save Load:
Click "Save" to create the load.




2. Load Management:

Step 6: Edit and Update Load:
Navigate to the "Load" page.
Select the created load and click "Edit" to make any necessary changes.
Update load information and click "Save."


Step 7: Attach Documents:
Upload necessary documents (Rate Confirmation) to the load using the "Load Files" section.


Step 8: Check Broker Credit Rating:
Click on the "Credit Rating" button to assess the credit rating of the associated broker.



3. Trip Creation:

Step 9: Create Trip:
After load creation, you need click To Pending button and then Confirm button, so you will see "Create Trip" button
Click "Create Trip" button and you will get new popup window for trip creation.


Step 10: Assign Truck and Driver:
Choose the assigned Truck, Trailer, and Driver for the trip.
Specify other trip details like Pickup and Delivery times.


Step 11: Trip Stages:
Progress through trip stages (Planned, Pending, Confirmed, In Progress, Delivered) as the trip advances.

4. Load and Trip Progress:

Step 12: Monitor Dispatch Board:

Regularly check the dispatch board for updates and notifications. Learn how to use Dispatcher Board HERE.

Step 13: Update Trip Status:

Move the trip through stages as it progresses (e.g., from "Pending" to "In Progress" to "Delivered").

Step 14: Add Trip Expenses and Credits:

Use the "Add Trip Expense" and "Add Trip Credits" buttons in the trip navigation to manage expenses and credits.