TransTECH LogiPoint Logistics Software

Telephone: (516) 423-9191

EMail: info@businesstechinc.com

BusinessTECH Consulting Inc.

 

LogiPoint Web™ FAQ

  • I just logged onto LogiPoint as a first-time trial user and I am getting errors. I also can't create loads. What's wrong?

    You need to first connect to a QuickBooks company file (either Desktop or Online) and setup your LogiPoint account before you can have access to a full, working LogiPoint Web sample company. If you signed up for the LogiPoint Web "Try and Buy" through Intuit's AppCenter then this is automatically taken care of for you. Otherwise, if you first logged in by going directly to https://www.logipointweb.net then you will have to associate the ID you used with your company file (even if it is only a sample). If you signed up for a trial of QuickBooks online then you should use the same ID for LogiPoint as you do for QBO. From within LogiPoint, select Utilities, then Connect/Disconnect QuickBooks and you will be asked to connect your company file to LogiPoint. Otherwise, please contact us by email or telephone and we will help you connect your LogiPoint Web trial account to your company file.

     

  • OK, I've connected LogiPoint Web to my company file as requested in one of your FAQs. However, I still get errors when trying to add loads or do some other common tasks. What else do I need to do?

    Please click Utilities, then System Setup, and make sure that all your default accounts are filled in. This is very important, none of them can be blank. Then save your changes, log out of LogiPoint and then back in and Synchronize with your company file (click Utilities, then Synchronize with QuickBooks). Doing this will complete the configuration of your trial account.

  • Can I have more than one shipper and one consignee on a load?

    Yes. Simply locate, on the load board, the record to which you want to add a carrier. Then click the small '+' sign on the left-hand side. This will open a 'detail area' under the load record that contains an 'extra carrier' grid. You can add, edit, view and delete extra carrier records in the same way you do for loads themselves.

     

    Note: at the current time, there is a limit of two extra carriers (total three) per load.

  • What is the purpose of the default account settings in 'System Setup'?

    These specify the Names of the QuickBooks accounts or service items that LogiPoint Web will use when transferring invoices and payables to your company file.

     

    The 'Default AR Account', 'Default AP Account', 'Default Carrier Expense' and 'Default Salesman Expense' entries will be used by LogiPoint Web for every invoice. In particular, for each load, the invoice total (receivable) will be debited to the 'Default AR Account', the total of carrier expenses (payable) will be debited to the 'Default Carrier Expense' account and credited to the 'Default AP Account' while the total of any agent expenses (payable) will be debited to the 'Default Salesman Expense' account and credited to the 'Default AP Account'.

     

    The 'Default GL Income Account' and 'Default SA (Service Item)' entries deal with how LogiPoint Web tells QuickBooks to distribute revenue over your Income accounts. Generally, each customer charge you enter on the second page of the 'Load Detail Form' has a 'Sales Account' field. Your selection in this field ties the revenue on that line to a 'Sales Account' you have created in LogiPoint Web. Each such 'Sales Account' links to a GL Income account. In this way, when LogiPoint Web transfers your customer charges to QuickBooks it can insure that the amount on this charge line is credited to the linked GL Income Account. The entry in the 'Default SA (Service Item)' field indicates the Sales Account that LogiPoint Web will use by default when you enter a new charge line. The 'Default GL Income Account' comes into play only when LogiPoint Web can't (for a variety of reasons) find the GL Account to which your 'Sales Account' is linked. Normally, LogiPoint Web does not need to use the 'Default GL Income Account' because each Sales Account, when it is created, must be linked to an existing GL Income Account.

  • What is a "Linked Vendor"?

    Each carrier and agent in LogiPoint Web must be associated with a vendor. This is because when you generate an invoice, payable records are generated for the carrier(s) assigned to the load as well as, possibly, one or two agents. When these payable records are transferred to your company file then they must be assigned to a QuickBooks® vendor. The vendor database in LogiPoint Web is a synchronized copy of the vendor list in QuickBooks®, so that when a payable record is sent to the company file it can be assigned to the proper vendor (i.e. the "Linked Vendor" in LogiPoint Web which will also exist in the company file). This feature is particularly useful when, for example, a particular carrier is factored; in this case there would be an entry for the factoring company in the LogiPoint Web Vendor database (as well as the QuickBooks® vendor list) and that carrier would have the factoring company as its "Linked Vendor". This way, when payments are issued from QuickBooks® they will be sent to the factoring company instead of the carrier.

     

  • Can I have more than one carrier on a load?

    Yes. Simply locate, on the load board, the record to which you want to add a carrier. Then click the small '+' sign on the left-hand side. This will open a 'detail area' under the load record that contains an 'extra carrier' grid. You can add, edit, view and delete extra carrier records in the same way you do for loads themselves.

     

    Note: at the current time, there is a limit of two extra carriers (total three) per load.

  • When can I invoice a load?

    Loads that are ready for invoicing appear in LogiPoint Web's Load Invoice Board (accessible from the 'Invoicing' menu by selecting the 'Invoicing' option). LogiPoint Web will include a load (that is not a Quote) in the board when all pickups and all deliveries have been made and at least one carrier has been assigned. However, if you wish to force a load to always be listed on the Invoice Board (say you want to pre-invoice the customer) then you can check the 'Manual Transfer' box on the first page of the Load Detail Form. Loads with this box checked will be included on the Load Invoice Board regardless of the load's status.

  • Why are the 'Edit' and 'Delete' buttons disabled for a load?

    There are two situations in which LogiPoint Web will not let you edit or delete a load: when the load has been invoiced or when the load is included in a pending invoice run. A load is in a pending invoice run if you have generated an invoice for it but have not yet finalized and transferred that invoice to QuickBooks ("Utilities"->"Finalize and Transfer Invoices"). If you need to edit or delete the load then you must first cancel the pending invoice run by selecting the "Clear Invoice Run" option of the "Invoicing" menu.

  • What do the different "load status" terms mean?

    >  Quote: The "Quote" box on the load form is checked.

    >  Assigned: A carrier has been entered on the load form

    >  Dispatched: Assigned and at least one pickup has been made.

    >  All Picked: All pickups have been made.

    >  Completed: All Picked and all deliveries have been made.

    >  Ready To Invoice: Completed, customer charges and all carrier expenses have been entered.

  • Can I have my own logo on reports?

    Yes. LogiPoint Web can put your logo on Bills of Lading and Invoices.

  • How can I control LogiPoint Web's carrier insurance warning feature?

    When you subscribe to the Customer Portal feature, you can give each of your customers a set of credentials that lets them log on to a limited view of your data. In particular, they will see a copy of your Load Board which contains only their loads. They can check delivery and pick up dates, load status (e.g. All Picked, All Dropped, Invoiced) as well as see their charges. They will not see any carrier or agent information. The page they visit will be entitled Customer Portal and display a customized version of your company name.

  • How does LogiPoint Web's Carrier Feature Filtering work?

    Carrier Feature Filtering helps operators find the carrier they need quickly and easily. LogiPoint Web gives you four categories of carrier characteristics: Zones, Services, Equipment and Availability. These categories are initially empty but you can add whatever items you wish to each; e.g. "M", "T", "W", "Th", "F" and "WE" to Availability, "Reefer" and "Dump Truck" to Equipment, etc. The number of items in each category is virtually unlimited and completely under your control. You then, for each carrier, simply "check off" the applicable characteristics in each category. In this way, when an operator is adding a load and is looking for a reefer on the weekend, she can just check off "Reefer" in the Equipment category and "Weekend" in Availability and immediately see a pickist of carriers with precisely those characteristics (i.e. offers reefer service on the weekend). You can also check off multiple items in each category: LogiPoint Web treats multiple characteristics in one category as "OR"s, while characteristics across categories are "AND"s. For example, suppose an operator checks off "Reefer" under Equipment and both "Monday" and "Wednesday" under Availability. LogiPoint Web will then display a picklist of all carriers which offer reefer service and are available either Monday or Wednesday.

  • How does Load Matching work?

    Load Matching in LogiPoint Web is a way for operators to see all loads on file that "match" a given load. To activate matching, highlight the load you wish to match and select it (i.e. click the radio button in the left-hand column). Then click the "Load Match" button in the upper right-hand corner of the Load Board. LogiPoint will search for all loads on file for which the following is true:

     

    >  Both the primary Shipper zip code and the primary Consignee zip code match those of the selected load;

    >  The Cargo Description matches that of the selected load;

    >  The sequence of zip codes of the additional Shippers (if any) match those of the selected load. Same for additional Consignees;

    >  The carrier features specified match those of the selected load.

     

    Rating a new load then becomes easy. After entering the load the operator should select it and then click "Load Matching". The Load Board is then filtered to show only loads which match this new load. The operator can then examine the charges and expenses on each of the matching loads to determine the desired rate. Note that, to cancel Load Matching mode, the operator should click on the "X" button at the right-hand side of the "Load Type" combobox (located at the bottom of the Load Board).

  • When I try to add a carrier and pick a vendor, the Vendor ID shows but the Vendor Name is blank. Why?

    Note: Similar behavior occurs when you are adding or editing a Sales Account and try to pick a GL Account: you may see any number of blank entries. This occurs because LogiPoint Web uses the vendor's Company Name. If you have entered a Name for the vendor but not a Company Name then you will experience this behavior. We suggest you edit the vendor and make sure that the Company Name is not blank (you can do this either in QuickBooks itself or in LogiPoint).

  • Can I distribute load expenses to different General Ledger accounts?

    Yes. In the latest version of LogiPoint Web operators can specify the expense account to which each amount in the "Carrier Expense" area is debited. These amounts are normally included on the Bill that LogiPoint Web creates, in QuickBooks, for the carrier. However, if you want an amount debited to an expense account but not included on the carrier's Bill, then you can check "Exp. Only" for the line, which will make the amount part of a General Journal entry. This Journal entry will debit the specified expense account and credit the Cash account you specified as the "Default" in System Setup. Note: you can check "Exp. Only" for every line, in which case no carrier Bill will be created. This is perfect for trucking companies using "owner-operators" or their own drivers to handle loads.

  • How are agents' commissions calculated in LogiPoint Web?

    LogiPoint Web has a new, enhanced agent commission facility. Please see the Releast Notes for a thorough description of how agent commissions are calculated.

  • The "Finalize and Transfer Invoices" option is disabled. Why?

    You cannot run the "Finalize and Transfer Invoices" option unless your company is synchronized with QuickBooks. If you can't finalize then run a QuickBooks synchronization first; this should correct the problem.

  • I just signed up for LogiPoint Web and am trying to create my first load but when I click "New" I get an error. Why?

    Go to Utilities->Setup and check that your "Default Item" is set. If that is blank then LogiPoint Web will not let you create a load.

  • I have noticed several of my Customer, Carrier and Vendor names contain the symbol "&". What does this mean and why does it happen?

    LogiPoint Web follows strict security guidelines as set forth by Intuit so that your data is as safe as possible. One of these guidelines is to limit the type of symbols that can be typed into fields on a web page. When you type the symbol for "&", LogiPoint Web automatically converts it into the "safe" HTML string "&". As a result we suggest, when entering names, you do not use the symbol "&"; rather type the word "and".

  • Sometimes when I am entering charges on the second page of the Load detail form I will see "NaN" in the Charge (or Charge 1, Charge 2, Charge 3) field. Why does this happen and what can I do to prevent it.

    This will occur if you have entered commas or dollar signs in the Units or Rate fields. Make sure when entering Units or Rate that you use only numbers and the period (as a decimals separator).

  • I am trying to invoice but I receive the message "Error: {another user} is already invoicing.  Only one invoice run at a time is allowed. What do I have to do to be able to invoice?

    This message is telling you that there is another LogiPoint Web user who has already started invoicing. LogiPoint Web does not allow more than one user to generate invoices at a time because that could cause inconsistencies in your loads database. If you wish to invoice then simply click the "Clear Invoice Run" option in the Invoicing menu. That will discontinue the other users invoicing session and allow you to start generating invoices.