From the main menu, navigate to 'RATES > Order Input':
You can amend the services your company offers. The screen is divided into 3 columns.
The left side column shows all the possible configuration categories which links to the order input.
If you click on one of the categories in that column, you will see that in the second column, all the options which links to that category are shown.
In the third column, you can now see the details of that option and edit them if necessary.
Options shown in grey (or light green when selected) indicate that that option is inactive. This option cannot be used in orders once set to Inactive. Previously created orders that used that option won't be changed.
Below is an overview of the categories shown on the order level page. Click on the links for more information.
Order options
Surcharges
Collect & delivery options
Cargo options
Product options
Planning/resource groups
Departments
Compatible Resources
To setup and modify compatible resources for order entry and trip cost calculations.
Under RATES > Order input, when the option to add a 'compatible resource' is available, it can be easily added in table under the Configuration panel.
Ordered under Type (Vehicle, Driver, Container, Subcontractor, Intermodal Connections).
Click into the line, or use the 'Edit' icon to open the table and select the resource(s)
Select single, multiple or all with simple click
Once resources are selected, a summary is shown on the main configuration panel showing how many resources are selected and which ones.