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support:account_setup
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support:account_setup [2011/02/05 14:34] jshellhaas |
support:account_setup [2015/10/12 10:15] (current) seyers |
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| ====== Accounts ====== | ====== Accounts ====== | ||
| ===== Overview ===== | ===== Overview ===== | ||
| - | Like Pricing Templates, the Accounts section is one of the main repositories ("homes") for critical information upon which the rest of DispatchDirectTM depends. The decisions made in setting up an Account will set the initial course for how new calls for the account are processed. Accounts is the "authoritative source" for the information it conatins. Unless there is a manual over-ride, the entries in Accounts will be the basis and starting point for other processes in DispatchDirectTM. | + | Like Pricing Templates, the Accounts section is one of the main repositories ("homes") for critical information upon which the rest of DispatchDirectTM depends. The decisions made in setting up an Account will set the initial course for how new calls for the account are processed. Accounts is the "authoritative source" for the information it contains. Unless there is a manual over-ride, the entries in Accounts will be the basis and starting point for other processes in DispatchDirectTM. |
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| The three major categories of information for an Account relate to contacts/addresses, pricing (formulas, rates), and the dispatching process. The listing of all Accounts is in a window that slides out from the right side. Associated Pricing Templates are in a window that slides up from the bottom. Each of the major categories of information are described in turn after first highlighting the role of the Cash/Call-In Account in DispatchDirectTM. | The three major categories of information for an Account relate to contacts/addresses, pricing (formulas, rates), and the dispatching process. The listing of all Accounts is in a window that slides out from the right side. Associated Pricing Templates are in a window that slides up from the bottom. Each of the major categories of information are described in turn after first highlighting the role of the Cash/Call-In Account in DispatchDirectTM. | ||
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| + | {{:support:account_overview.jpg|}} | ||
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| ===== Cash/Call-In Account ===== | ===== Cash/Call-In Account ===== | ||
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| The information entered in the Cash/Call-in account will be used to automatically populate fields in all other accounts that are created. The purpose is to again streamline the set-up process. Any information that is automatically populated can and should be changed to get the right information entered for the particular account. | The information entered in the Cash/Call-in account will be used to automatically populate fields in all other accounts that are created. The purpose is to again streamline the set-up process. Any information that is automatically populated can and should be changed to get the right information entered for the particular account. | ||
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| + | {{:support:cash_account.jpg|}} | ||
| ===== Contacts/Addresses ===== | ===== Contacts/Addresses ===== | ||
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| - | **Code** - is intended as a "short-code for an Account. For example a short-code for Bedford Collision Center could be "BCC". The code id is user-defined and is intended to help expedite call taking. DispatchDirectTM provides a drop-down menu of customer Accounts for the call taker. As call takers gain experience and familiarity with Accounts, it will often be faster for them to simply type in the Account short-code, rather than using the drop-down menu. | + | **Code** - is intended as a "short-code for an Account. For example a short-code for Bedford Collision Center could be "BCC". The code id is user-defined and is intended to help expedite call taking. DispatchDirectTM provides a drop-down menu of customer Accounts for the call taker. As call takers gain experience and familiarity with Accounts, it will often be faster for them to simply type in the Account short-code, rather than using the drop-down menu. Another important consideration, is the short code is used for linking to quickbooks, so once these codes are established, they should not be changed. |
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| - To remove, if necessary, click on the "Remove?" box at the end of the row, and confirm this choice in the dialogue box | - To remove, if necessary, click on the "Remove?" box at the end of the row, and confirm this choice in the dialogue box | ||
| + | {{:support:assoc_templates.jpg|}} | ||
| ===== Dispatch Defaults ===== | ===== Dispatch Defaults ===== | ||
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| **Mileage defaults** - specify the appropriate approach for determining mileage charges for the Account (see Pricing Templates - Pricing Parameters - Mileage). For pricing purposes, mileage can be determined based on odometer readings from the truck ("rolling miles"), or based on turn-by-turn directions from Google Maps ("calculated miles" - automatically calculated in DispatchDirectTM for geocoded locations). The rates for the mileage charges are set in Pricing Templates. The approach for determining the miles that are to be billed - "rolling" vs. "calculated" - is set for each Account . Setting the appropriate pricing approach for an Account requires: | **Mileage defaults** - specify the appropriate approach for determining mileage charges for the Account (see Pricing Templates - Pricing Parameters - Mileage). For pricing purposes, mileage can be determined based on odometer readings from the truck ("rolling miles"), or based on turn-by-turn directions from Google Maps ("calculated miles" - automatically calculated in DispatchDirectTM for geocoded locations). The rates for the mileage charges are set in Pricing Templates. The approach for determining the miles that are to be billed - "rolling" vs. "calculated" - is set for each Account . Setting the appropriate pricing approach for an Account requires: | ||
| * Specifying whether pricing will be based on "truck odometer" inputs ("rolling miles") or the "Geocode calculation" - for both Unloaded and Loaded miles | * Specifying whether pricing will be based on "truck odometer" inputs ("rolling miles") or the "Geocode calculation" - for both Unloaded and Loaded miles | ||
| - | * For companies with more than one base, choosing the appropriate starting point for the "Geocode calculation" of Unloaded miles. For example, many motor clubs expect that Unloaded mileage charges will be based on the "calculated" distance from a particular base - often the main location (home base) of the company. In other cases, an Account will expect that mileage charges are based on the "closest base" to their business location. These expactations are set in selecting the "Starting base". | + | * For companies with more than one base, choosing the appropriate starting point for the "Geocode calculation" of Unloaded miles. For example, many motor clubs expect that Unloaded mileage charges will be based on the "calculated" distance from a particular base - often the main location (home base) of the company. In other cases, an Account will expect that mileage charges are based on the "closest base" to their business location. These expactations are set in selecting the "Starting base". |
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| + | {{:support:dispatch_defaults.jpg|}} | ||
support/account_setup.1296934470.txt.gz · Last modified: 2011/02/05 14:34 by jshellhaas
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