Preferences

Saichand Thotakura

Created Jan 04, 2023

Preferences

18
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Loadops

15 Steps
1

Go to Loadops by Optym

2

Click on Settings on the left side navigation bar

Click on Settings on the left side navigation bar
3

Click on Preferences

Click on Preferences
4

Click on Finance

Click on Finance
5

Under Financial Goals, you can add your financial preferences

You can set Target Revenue per Mile, Target Revenue per Loaded Mile, Target Weekly Company Revenue, Variable Cost per Mile, Average Daily Cost per Truck

Under Financial Goals, you can add your financial preferences
6

Click on Invoicing

Click on Invoicing
7

Under Invoice and Settlement, you can add invoice preferences

You can set Invoice Terms, Load/Invoice ID Prefix, Next Load/Invoice ID Number, Settlement Start Date, Settlement Period Length

Under Invoice and Settlement, you can add invoice preferences
8

Click on Loads

Click on Loads
9

Under Loads, you can add Load Preferences

You can set Activity Autofill, Default Equipment Type, select "Collect Load/Unload Timings", "Calculate Detention", "Make BOL and POD Mandatory", "Make Document Collection Mandatory on Mobile"

Under Loads, you can add Load Preferences
10

Click on Driver

Click on Driver
11

Under Driver, you can add Driver Preferences

You can set DVIR Preference, Work Week Type, and Preferred Truck Stops, you can also select whether to Ignore HOS Restrictions and Use Sleeper Birth Provision

Under Driver, you can add Driver Preferences
12

Click on Company Info

Click on Company Info
13

Under Company Info, you can add Company Preferences

You can set Company Name, Logo, Phone Number, Fax Number, Email, Email From and Address.

Under Company Info, you can add Company Preferences
14

Click on Misc.

Click on Misc.
15

Under Misc. Settings, you can set Default Time Zone, Work Start Week, Default Language and Generate API Key.

Under Misc. Settings, you can set Default Time Zone, Work Start Week, Default Language and Generate API Key.
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