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Default Equipment [https://alvys.com/wp-content/uploads/2023/11/default-equipment.svg, 2 min. read]

What is it?

Each subsidiary has a default equipment type that they allocate to loads. Users are able to set their subsidiary-level default equipment type to be used for load creation (by load entry or by tender acceptance). In addition, each customer ships a majority of their loads on one equipment type. Users are able to set the customer-level default to be used for load creation (by load entry or by tender acceptance).
Important note:
  • Customer-level default may override subsidiary-level default
  • Load-level equipment may override customer-level default
  • If the default equipment for the customer and subsidiary are not defined, it should be left blank, giving the user the possibility to define that upon load entry
  • Equipment length is NOT a requirement any longer, when completing load entry

Where is the Default Equipment functionality accessible from?

1
Default Equipment is a field which offers the full list of trailer types. This can be set at tenant-subsidiary level:

Image 1: Default Equipment on Subsidiary Level
Image 2: Default Equipment Type Dropdown

2
Also can be set at customer profile level:

Image 3: Default Equipment on Customer Level
Image 4: Default Equipment Type Dropdown

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