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Utilizing Dispatch Templates in Accur8 TMS

Dispatch templates in Accur8 TMS streamline your operational processes by allowing you to quickly apply pre-set configurations for accessorials, commodities, and events. These templates save time and ensure consistency across your dispatch operations. This guide walks you through creating and applying each type of dispatch template.

Accessorial Templates

Creating Accessorial Templates

Navigate to Dispatch Templates and click “Create New” to start.

Enter the “Accessorial Name,” choose between charge or deduction, specify the amount, and select how it should appear on invoices (total or new line).

Choose an income chart account. If automatic payment to the driver is desired, check “Pay Driver” to reveal additional fields for fee type (flat, per mile, percentage, etc.), pay driver amount, and expense chart account.

Optionally, add an accessorial note.

Application of Accessorial Templates

Accessorial templates automate calculation and driver pay under the load when applied.

For customer-specific applications, apply under the customer contract within the pricing tab of a load. This ensures transparency on agreed terms for additional charges like line hauls, extra stops, detentions, etc.

Commodity Templates

Creating and Using Commodity Templates

To save time entering commodity details for each load, create commodity templates.

This can be done directly from the Dispatch Templates page or within a load. When adding a commodity to a load, use the “Save and Add Template” option to save the commodity details for future use.

Event Templates

Creating Event Templates

Event templates are designed for overarching load events, differing from post updates that apply to individual stops.

Useful for alerts and notifications like Accidents, Road Closures, Delays, Health Emergencies, or Vehicle Maintenance.

When creating an event template, you have the option to share automatically with customers via a “Customer Share Link.”

Create these templates by visiting the Dispatch Templates page.

Conclusion

Dispatch Templates in Accur8 TMS are vital tools for enhancing the efficiency and consistency of your operational workflow. By taking advantage of these templates, you can significantly reduce manual data entry, ensure pricing and event communication consistency, and streamline your dispatch management process.

Support

For additional assistance with dispatch templates or any other features within Accur8 TMS, please contact our customer support team at support@accur8.services.