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Managing Terminals

 

Overview

Using this module, you can create terminals within your primary account. This is especially beneficial for carriers that have different branches within their company, different dispatchers that work with a specific set of drivers, or for dispatching services that work with completely different owner operators with different MC or DOT numbers.

You can consider the Terminal Module as a way to create accounts under your primary account.

Navigate to Settings > Preferences > click the Terminals tab to enable terminals by clicking the Support Terminals toggle. Once terminals are enabled, you can create new terminals with company information specific to that terminal.

Once a terminal is set up, you can control your view of your drivers, tractors, and trailers. You can also assign a terminal to a driver so that your invoicing is streamlined for that particular terminal.

Learn how to set up and manage terminals below.

Setting Up a Terminal

  1. Go to Settings > Preferences > click the Terminals tab (see Image 1 below)
  2. Click the Support Terminals toggle switch to enable the feature (see Image 2 below)
  3. Click the Add Terminal button at the top right of the page (see Image 3 below) to bring up the Add Terminal form
  4. Fill out the information within the Add Terminal form (see Image 4 below)
  5. Save!

You should now see a new terminal card on the Terminals page. The details of this terminal can be edited by clicking the pencil icon. The entire terminal can be removed by clicking the garbage can.

undefined-Apr-29-2022-01-07-29-37-PMImage 1

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Screen-Shot-2021-11-16-at-4.08Image 4

Assigning Assets and Users to a Terminal

Assets (drivers, tractors, and trailers) and web users (dispatchers, accountants, etc.) can be assigned to a terminal. See below for the steps to configure these entities.

Drivers: Assets > Drivers > select the driver > click Edit Driver at the top left of the page > edit the Terminal field

Tractors: Assets > Tractors > select the tractor > click Edit Tractor at the top left of the page > edit the Terminal field

Trailers: Assets > Trailers > select the trailer > click Edit Trailer at the top left of the page > edit the Terminal field

Web users: Settings > Users > select the user > click Edit User at the top left of the page > edit the Terminal field

Adding a terminal to an asset or web user will associate that entity with that terminal going forward.

Filtering the Web App by a Terminal

Once you enable terminals, you should see a filter icon located at the top left of the screen (see Image 5 below).

Screen-Shot-2021-11-16-at-4.13Image 5

Clicking this filter icon brings up the Global Filter, which allows you to filter the data you see within Axele by a specific terminal.

For example, applying the filter within Assets Drivers will only show the drivers associated with the terminal selected within the Global Filter.

Axele has built in persistence, so once you filter on a terminal, each page will filter against the selected terminal.

Creating a Load

Once you enable terminals, a new Terminal field will appear at the bottom of the Create New Load page (Operations > Loads > Create New Load) to allow you to associate the load to a terminal (see Image 6 below).

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Image 6

Creating an Invoice

Once you complete a load associated to a specific terminal, Axele will create the customer’s invoice using that terminal’s information.