Getting started for a haulier

A Fuel & goods haulage company gets its own Getting started on the home: your company, then trucks, papers and drivers, then customers, routes and loads, then the books (which work on their defaults meanwhile). Each step ticks itself when the records are there.

Haulage → Import Excel takes trucks and trailers, papers and expiry dates, drivers, routes and rates, and past deliveries (the BOL log).

1. Download the sample, or use your own sheet with the same headings. The papers sheet can be the one you already keep, with issue and expiry columns per paper.
2. Check the file: each row shows new, already here — will be changed, or what is wrong.
3. Import N rows. Rows with a problem stay on screen to fix. The same file again adds nothing twice.

Under Haulage → Settings, say what you carry: fuel, goods, or both. Goods only drops the tanker fields, charges by the tonne and uses goods steps (weighbridge, customs entry, sealed, gate out). Both lets each clearance step apply to fuel loads, goods loads or every load. A goods load records packages, tonnes and the container; at delivery type only what arrived short.