The Multi Daysheet feature allows your MyTrucking system to restrict the view to a particular product type. It is particularly suited to companies that have multiple divisions or dispatchers.
For example: if you have a Livestock transport operation as well as Bulk products, you can view just the jobs for Livestock Products only, and then view jobs for Bulk Products, but still see ALL on a page too.
Setting up Multi Daysheets
The first step is to request activation of the feature - Multi Daysheet is an additional monthly charge, so contact email@example.com or send us a chat message to get started.
Once activated, you have the ability to name the views. Go to Account - General Settings and check the Multi view options:
The Multi views are differentiated by Product.
Go to Account - Products and you will note a column where you can select which Multi view is assigned to each Product.
Viewing the Product Group
Now that the products are assigned to the relevant group, the Daysheet and Invoicing pages can be viewed by the group.
The Daysheet menu and the Invoicing Menu will have the options to view the jobs by the particular group, or by All products.
A dispatcher who is responsible for Livestock jobs can view just the jobs that they are concerned with, or view All jobs if required.
Setting the Default View
* If a dispatcher wants to set their default Daysheet, they can do this on the Edit User page. Go to Account - Users and click on their login to open the Edit User page.
Adding or Editing Jobs
The default setting when adding or editing jobs, is for All Products to be displayed in the Product List Dropdown.
If you prefer, the Product List Dropdown can be limited to a single Multi-Daysheet Group. This means if you are using the "Livestock" Daysheet, when adding a job you will only see the Livestock products.
This is a company wide setting, so will apply to all users. Let us know if this is your company preference and we will configure your system.
When running a Custom Report there is also the ability to view just the group in the report output.
Select the group from the Multi Daysheet drop-down, and the output will be filtered to that group.
The MyTrucking Support Team