Configuration: Traffic

Use the Traffic screen to maintain the Traffic module parameters. One important reason this screen should be completed is for the effective use of corporate inventory. Equipment which has a Held status cannot be trafficked by other branches, parameters on the Traffic screen prevent branches from keeping their equipment on a Held status indefinitely.

Equipment that has a Held status can still be trafficked from within the same branch.

The options on the Traffic tab are completely customizable allowing the user to setup only the functions that they wish to apply to their traffic system.

To open Traffic screen navigate to Configuration > Equipment > General > Traffic.

Topic in this section

Setting up Traffic Parameters

  1. From anywhere in IntelliDealer screen, navigate to Configuration > Equipment > General > Traffic.

    Traffic screen appear.

  2. On the Traffic screen, select a Location by clicking on the Search icon next to the Select Location field.

    Location Selection screen will appear.

  3. On the Location Selection screen, click on a Location.

    Click on the Previous or Next icon to scroll to the next branch location or back to a previous branch location.

  4. The options on the Traffic tab are completely customizable allowing the user to setup only the functions that they wish to apply to their traffic system.

    # of Days to Hold a Held Receipt, indicates the number of days a held receipt is held until it is purged from the system.

    Blank Salesperson on Inbound options:

    • If selected, the system will blank out the salesperson code on the the Equipment Profilewhen an inbound traffic receipt is created.
    • If the checkbox is not selected, the system will leave the existing salesman code on the equipment's Profile tab when an inbound traffic ticket is created.

    Update Salesperson on Outbound options:

    • If selected, the system will update the salesperson field on the equipment's Profile tab with the salesperson's code entered on the outbound traffic ticket.
    • If the checkbox is not selected, the system will leave the existing salesperson's code on the equipment Profile tab, regardless of the salesman code entered on the outbound traffic ticket.

    Blank Customer on Inbound options:

    • If selected, the system will blank out the existing customer information (Customer Name and Customer Number) on the equipment's Profile tab, when an inbound receipt is created. The system will update the Customer Name and Customer Number fields with the customer information from on the traffic ticket.
    • If the checkbox is not selected, the system will leave the existing customer information on the equipment's Profile tab until the next traffic ticket is created.

    Allow Non-assigned Location to Receive Location Traffic, allows a user to receive branch transfers, for a branch location other than the user's default branch location.

    Update Hour Meter Reading Date Always, updates the equipment's Hours field on the Profile tab, when a traffic ticket is shipped.

    Add Work on Receipt of Inbounds, allows the user to create a work order (Add Work Order screen) when a ticket is set to received status.

    Copy Inspection Steps to Memos, copies inspection steps onto the traffic memos printout.

    Inspection steps will appear on the printout twice, If the Copy Inspection Steps to Memos and the Print Inspection Steps fields are both selected.

    Allow 0 Traffic Hours if Equipment has 0, allows a zero hour meter reading on a piece of equipment on a traffic ticket, if the equipment's the Profile tab also has a zero hour meter reading recorded on the Hours or Hours 2 fields.

    Default Print ID, the default printer used to print inbound and outbound equipment delivery receipts when transferring a unit between branches.

    Print Signature, will include a signature on the delivery receipt.

    Print Rental Comments, includes comments entered on the unit from within the rental system, on the delivery receipt.

    Print Inspection Steps, includes inspection steps enter on the unit from within the Used Equipment system, on the delivery receipt.

    Print Signature Lines, the system will print a signature line on the delivery receipt including the Employee, Driver, and Customer involved with the transaction.

    Always Print Location Traffic on Receipt:

    • If selected, the system will automatically print branch transfer traffic tickets.
    • If the checkbox is not selected, the system will prompt the user asking whether or not to print the selected branch transfer traffic ticket.

    Summarize Like Items, the system will record Non-Serialized UnitsClosed Are parts or equipment units too small to have their own serial number. Like a serialized unit a non-serialized unit is configured with a Category / Class / Subclass. However, unlike serialized inventory, non-serialized units have a part number attached to their Category / Class / Subclass. with identical attributes (part number, rate, etc) on a single line on the delivery receipt.

    Print Item Weight Total, the system will print the total weight of all non-serialized units on a traffic ticket on the delivery receipt.

    Print Quantity Underline, the system will print a blank line on delivery receipts used to record the quantity of non-serialized units being shipped.

  5. After selecting your settings on the Traffic screen for the selected location, click the Save button to the apply changes to the traffic system.

Copying Traffic Parameters From One Location to Another

  1. From anywhere in IntelliDealer screen, navigate to Configuration > Equipment > General > Traffic.

  2. Click on the Copy traffic setup to another location link.

  3. The traffic parameters are copied to the selected location. Once the Location is chosen, the Traffic screen appears.


  4. Once you have fill out all the desired fields click on the Save button to set up the traffic parameters for the selected location.

Deactivating Traffic Parameters

  1. From anywhere in IntelliDealer screen, navigate to Configuration > Equipment > General > Traffic.

  2. Select the Active for System checkbox, removing the checkmark.

  3. Click the Save button to deactivate the traffic parameters within the traffic system.

Screen Description

The search field that appears on the Traffic screen are:

Field Description
Select Location Setup traffic control parameters for the selected branch location. These parameters will be used throughout the traffic module for the selected location.

Use the Previous and Next icons to switch between branch locations.

The fields that appear on the Traffic section on the Traffic screen are:

Traffic
Field Description
# of Days to Hold a Held Receipt

Indicates the number of days a held receipt is held until it is purged from the system.

A receipt can be held for up to a maximum of 999 days in the system.

After a held receipt is purged from the system the In/Out field on the Equipment Profile will changed to In making the unit available for trafficking from other branches.
Blank Salesperson on Inbound

If selected, the system will blank out the salesperson code on the equipment's Profile tab when an inbound traffic receipt is created.

If the checkbox is not selected, the system will leave the existing salesperson's code on the equipment's Profile tab when an inbound traffic ticket is created.
Update Salesperson on Outbound

If selected, the system will update the salesperson field on the equipment's Profile tab with the salesperson's code entered on the outbound traffic ticket.

If the checkbox is not selected, the system will leave the existing salesperson's code on the equipment Profile tab, regardless of the salesperson's code entered on the outbound traffic ticket.
Blank Customer on Inbound

If selected, the system will blank out the existing customer information (Customer Name and Customer Number) on the equipment's Profile tab, when an inbound receipt is created. The system will update the Customer Name and Customer Number fields with the customer information from on the traffic ticket.

If the checkbox is not selected, the system will leave the existing customer information on the equipment's Profile tab until the next traffic ticket is created.
Allow Non-assigned Location to Receive Location Traffic Allows a user to receive branch transfers, for a branch location other than the user's default branch location.
Update Hour Meter Reading Date Always

If selected, the system always updates the equipment's Hour meter reading datefield on the Profile tab, when a traffic ticket is shipped.

The reading date field will be updated even if there is no change to the equipment's hour reading.
Add Work Order on Receipt of Inbounds If selected, allows the user to create a work order (Add Work Order screen) when a ticket is set to received status.
Copy Inspection Steps to Memos

If selected, copies inspection steps into the traffic memos.

Inspection steps will appear on the printout twice, If the Copy Inspection Steps to Memos and the Print Inspection Steps fields are both selected.
Allow 0 Traffic Hours if Equipment has 0

If selected, allows a zero hour meter reading on a piece of equipment on a traffic ticket, if the equipment's Profile tab also has a zero hour meter reading recorded on either the Hours or Hours 2 fields.
Active for System

Controls whether the traffic parameters are active for use within the traffic system.

  • Select: Activates or reactivates the traffic parameters for use within the traffic system.
  • Not Selected: Indicates that the traffic parameters are deactivated within the traffic system.

The fields that appear on the Printing section on the Traffic screen are:

Printing
Field Description
Default Print ID

The default printer used to print inbound and outbound equipment delivery receipts. This can be overridden on a per-session basis when accessing the traffic system.
Print Signature

If selected, will include a signature on the delivery receipt.
Print Rental Comments

If selected, includes comments entered on the contract from within the rental system, on the delivery receipt.
Print Inspection Steps

If selected, includes inspection steps enter on the unit from within the Used Equipment system, on the delivery receipt.

Inspection steps will appear on the printout twice, If the Copy Inspection Steps to Memos and the Print Inspection Steps fields are both selected.
Print Signature Lines If selected, the system will print a signature line on the delivery receipt including the Employee, Driver, and Customer involved with the transaction.
Always Print Location Traffic on Receipt

If selected, the system will automatically print location transfer traffic tickets when they are received.

If the checkbox is not selected, the system will prompt the user asking whether or not to print the selected location transfer traffic ticket.

The fields on the Non-serialized Rental Traffic Controls section on the Traffic screen are:

Non-Serialized Rental Traffic Controls
Field Description
Summarize Like Items

If selected, the system will print Non-Serialized UnitsClosed Are parts or equipment units too small to have their own serial number. Like a serialized unit a non-serialized unit is configured with a Category / Class / Subclass. However, unlike serialized inventory, non-serialized units have a part number attached to their Category / Class / Subclass. with identical part numbers on a single line on the delivery receipt.
Print Item Weight Total

If selected, the system will print the total weight of all non-serialized units on a traffic ticket on the delivery receipt.

Used to ensure shipment weight for transporting.
Print Quantity Underline

If selected, the system will print a blank line on delivery receipts used to record the quantity of non-serialized units being shipped.

Used to ship multiple non-serialized units on separate shipments.

Click on the Copy traffic setup to another location link to copy traffic parameters from one location to another.

The buttons complete your work on the Traffic screen are:

Button Function
Save Saves changes made on the Traffic screen.
Save & Close Saves changes made on the Traffic screen and returns to the Configuration Quick Links screen.
Close Closes the Traffic screen without saving and returns to the Configuration Quick Links screen.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.10