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Setting up reference types

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Written by Peter
Updated over a year ago

Reference types and values are defined during the creation of the order stop. This information is used by the drivers to pickup a correct load at the shipper and the billing department to bill a correct order.

Accessing a settings screen

  • To set up reference types, press on the User icon at the top-right of the screen, and select System settings:

  • The settings screen will be presented - press on Reference types:

Adding a new reference type

  • To add a new reference press on Add Reference and enter the reference type;

  • When the reference type is entered, press on check mark - the reference type will be saved and shown in the list;

  • To edit the reference type, press on the pen icon near the reference type. After editing the details, press on the check mark icon:

  • To delete the reference type press on the bin icon.

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