Adding a Service Traffic Ticket
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Navigate to Product Support > Service > Traffic.
The Traffic Management - Listing tab appears.
Traffic Management - Listing tab
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On the Traffic Management - Listing tab, click the Need to create a traffic ticket? Click here to add link.
The Select Type screen appears.
Select Type screen
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On the Select Type screen, select the Service link.
The Select Direction screen appears.
Select Direction screen
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On the Select Direction screen, select either an Inbound or Outbound traffic direction.
The Select Source/Direction screen appears.
Select Source/Destination screen
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If Inbound was selected from the Select Direction screen, select a location from the To Location drop down list.
If Outbound was selected from the Select Destination screen, the From Location field is filled out with your current location.Note:
If you type in a Customer number before you select a location, the Receipt Details screen appears not allowing you to set a location. -
Enter a Customer number.
- or -
Click the Search
icon.
The Your Customers screen appears.
Your Customers screen
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On the Your Customers screen, fill out the appropriate fields and click the Go >> link.
The Your Customers screen refreshes listing the generated search results.
Your Customers screen
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Click the Customer Number.
The Receipt Details tab appears.
Receipt Details tab
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On the Receipt Details tab, enter a Contact's name.
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Enter a Contract number.
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Enter a County code.
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Select a Department from the drop down list.
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Enter a Salesperson's ID.
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Click the Search
icon and select a salesperson from the Salesperson Selection screen.
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Select either the Pickup or Delivery radio button to indicate whether the customer is picking up or having the unit delivered.
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Enter a Shipping Date.
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Click the Calendar icon and select a shipping date from the Calendar screen. -
Enter a shipping Time.
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Select AM/PM from the drop down list.
Receipt Details tab
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Select an Urgency option from the drop down list.
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Enter a Return Date.
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Click the Calendar icon and select a return date from the Calendar screen. -
Enter a vendor number in the Trucker field.
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Click the Search icon.
The Vendor Selection screen appears.
Vendor Selection screen
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On the Vendor Selection screen, fill out the appropriate fields and click the Go >> link.
The Vendor Selection screen refreshes generating the search results.
Vendor Selection screen
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Click a Vendor.
The Receipt Details tab appears listing the selected vendor in the Trucker field.
Receipt Details tab
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Enter a Driver id number.
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Enter a Priority code.
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Enter a Stock Number.
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Click the Search icon. The Equipment Listing screen appears.
Equipment Listing screen
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On the Equipment Listing screen, fill out the appropriate fields and click the Go >> link.
The Equipment Listing screen refreshes listing the generated search results.
Equipment Listing screen
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Click the Stock Number.
The Receipt Details screen appears listing the selected stock number in the Stock Number field.
Receipt Details tab
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The Description, Serial Number, Model, Hours (if applicable), and Group (if applicable) number are automatically generated when you click the Save button.
Receipt Details tab
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Enter the amount of Units.
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Enter a Group code.
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(OPTIONAL) Enter any Billing Comments.
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Click the Save button to save changes made to the Receipt Details tab.
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To complete your work on this screen:
To Do This Print the traffic ticket. Click the Print button. Reverse the traffic ticket. Click the Reverse button. Save changes made to the traffic ticket. Click the Save button. Save changes made to the traffic ticket and exit the Receipt Details screen. Click the Save & Exit button. Close the Receipt Details screen without saving changes. Click the Close button. -
From the Receipt Details tab, click the Shipping Information tab.
The Shipping Information tab appears.
Shipping Information tab
The Shipping Information tab allows you to add a shipping address or shipping job site location and allows you to add any shipping instructions and estimated shipping charge.
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From the Shipping Information tab, click the Stock Add Ons tab.
The Stock Add Ons tab appears.
Stock Add Ons tab
The Stock Add Ons tab allows you to add more stock units onto your traffic ticket.
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From the Stock Add Ons tab, click the Part Add Ons tab.
The Part Add Ons tab appears.
Part Add Ons tab
The Part Add Ons tab allows you to add parts onto your traffic ticket.
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From the Part Add Ons tab, click the Attachments tab.
The Attachments tab appears.
Attachments tab
The Attachments tab allows you to add attachments onto your traffic ticket.
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From the Attachments tab, click the Comments tab.
The Comments tab appears.
Comments tab
The Comments tab allows you to add any comments regarding the traffic ticket and allows you to add a promotion code onto the ticket by clicking the Search
icon. -
From the Comments tab, click the Multimedia tab.
The Multimedia tab appears.
Multimedia tab
The Multimedia tab allows you to add multimedia files to the traffic, including photos of the equipment, documentation related to the equipment, etc.
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Once you have entered all the desired information onto your traffic ticket, click the Save button to save any changes.
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Return to the Receipt Details screen and click the Save/Exit button.
The Traffic Management - Listing tab appears listing the newly added traffic ticket.
Traffic Management - Listing tab
From here you can access the Traffic Ticket - Weekly and Traffic Ticket - Monthly tabs to view confirmed movements, edit confirmed movements, and add traffic memos. Confirmed movements are any traffic movements with a status of Pending and a specified shipping date.
Traffic Management - Weekly tab
Traffic Management - Monthly tab
Revision: 2026.01