Driver records represent drivers who are authorized to pick up loads.
Environment/Applies to
- Terminal Management TMX
- Self Serve 2
- LoadPass
- KA2025 Panel Server
Summary
A driver name or number can be entered in Terminal Management TMX, along with an optional password. The Driver can enter their name or number at a keypad for gate entry or door access. Driver info can also be entered when staging an order, or when dispensing orders from Kahler Automation software like Plant Supervisor, Self Serve 2, or KA-2025 Panel Server. This driver information can be configured to be printed or display on tickets for an order.
Solution
In TMX, navigate to the Drivers Menu, then the Drivers page.
Driver records represent drivers who are authorized to pick up loads.
Driver drop-down list: to modify an existing driver, select the driver from the drop-down list. To enter a new driver, select "Enter a new driver" from the drop-down list.
Name: The name of the driver is required and may be up to 50 characters in length.
Owner: The owner this driver is associated with.
Number: A number that represents the driver, used by the driver to identify themselves at a KA-2025 keypad or Self Serve 2 terminal. The number is optional and may be up to 50 characters in length.
Street: The street address of the driver is optional and may be up to 50 characters in length.
City: The city where the driver is located is optional and may be up to 50 characters in length.
State: The state or province that the driver is in is optional and may be up to 50 characters in length.
Zip code: The zip code for the driver is optional and may be up to 15 characters in length.
Phone: The phone number for the driver is optional and may be up to 50 characters in length.
E-mail: If the system is configured to e-mail tickets a ticket will be sent to this (or these) e-mail address(es) when the ticket is created by a system referencing this driver. E-mail is optional and multiple e-mail addresses may be entered separated by a comma.
Notes: Notes for driver are optional.
Password: A password that the driver is required to enter at a KA-2025 keypad or Self Serve 2 terminal when identifying themselves.
Disabled: Used to temporarily disable access to systems.
Customers
- Valid for all customers: Allows the driver to pick up loads for all customers, including new customers added at a later time.
- Add: Allows the driver to pick up loads for the customer selected in the drop-down list to the left.
- Remove: Removes the driver's ability to pick up loads for the customer selected in the list to the left.
- Add to all customers: Allows the driver to pick up loads for all customers.
- Remove from all customers: Removes the driver's ability to pick up loads for any customers.
Facilities
- Valid for all facilities: Allows the driver to pick up loads for all facilities, including new facilities added at a later time.
- Add: Allows the driver to pick up loads for the facility selected in the drop-down list to the left.
- Remove: Removes the driver's ability to pick up loads for the facility selected in the list to the left.
- Add to all facilities: Allows the driver to pick up loads for all facilities.
- Remove from all facilities: Removes the driver's ability to pick up loads for all facilities.
Self Serve 2 Permissions
Self Serve 2 permissions may require additional configuration in Self Serve 2 before use. See this section for some additional information.
- Can dispense partial orders: Allows the specified driver to select which individual products and quantities they can dispense at the time of loading if this functionality is enabled in the Self Serve 2 - application.
- Can dispense hand add products: Allows the specified driver to dispense orders that have a hand add assigned to them for the panel associated with the Self Serve 2 application if this functionality is enabled in the Self Serve 2 application.
Interfaces
Interfaces to 3rd party software packages may require that interface settings for each driver that may be specified by the 3rd party software package setup.
Interface settings: Contains a list of all the available interface setting records. To modify an existing interface setting record, select it from the drop-down list. To add a new interface setting record, select "Add an interface" from the drop-down list.
Interface: Selects the interface that this branch interface settings correspond to.
Cross reference: A cross reference used to identify the branch when received in an order or sent as a ticket through an interface with a 3rd party software package. Cross reference may be up to 50 characters in length.
Default setting: Used when there are multiple values set for an item for an interface, and the interface setting was not set for the item to be exported for this interface (exporting manually created orders, exporting to an interface from which it was not imported from, etc.).
Export only: Used only for outbound tickets, to allow for multiple cross references available for different branches. If checked, then this cross reference will not be used for inbound interface lookups.
Save interface: Click to save the branch interface settings record.
Remove interface: Click to remove the selected branch interface settings record.
Remember to Save.
In Self Serve 2 - Configuration Page.
General Tab
- Allow Partial Order (must be enabled if you want to allow a drive to load partial orders)
- Allow hand adds (must be enabled if you want to allow a driver enter hand adds)
In Self Serve 2 - Configuration Page
Drivers Tab
Driver In Facility History
Driver In facility History: A report that can be ran from TMX > Drivers Menu > Drivers page > Drivers In Facility.
Facility: The facility that the in-facility record was recorded against.
Last entered: The time that was recorded as entering a facility for the most recent in facility record. If the date was not recorded, then this section will not be displayed.
Last exited: The time that was recorded as exiting a facility for the most recent in facility record. If the date was not recorded, then this section will not be displayed.
Current status: Will display the current status of the most recent in facility record.
Set as exited facility: Will mark the current in facility entry for the driver as being out of the facility.
Still Need Help?
Submit an online web ticket or call us at Kahler Automation 507-235-6648 Option 2.