Create a Pickup Ticket in Texada Web

Describes how to create a pickup ticket in Texada Web.

Type

How to

Audience

Texada Web Counter or Logistics Manager

Products

Texada Web

Context

Create a pickup ticket when your customer is finished using a piece of equipment, or the equipment requires servicing at your yard, and you must send a driver to retrieve the asset from the customer’s site.  

To create a pickup ticket you must have an active rental contract available that contains at least one product that is eligible for pickup.  For example, the rental contract must contain a product that is at one of the customer’s sites already, rather than at one of your yards. 

After choosing the contract that the pickup applies to, you are prompted to add more details about the pickup, such as the date, time, address, and are prompted to select which products on the contract are to be picked up.  You can also assign the ticket to a driver directly from the details page, which causes the ticket to appear in the driver’s queue in the Texada Mobile.

Once created, the pickup ticket appears in your list of tickets and can be updated, assigned, and closed as you would any other kind of ticket.  

Before You Begin

Required: Internet connection, valid Texada Web login credentials and access permissions, available rental contract that is eligible for pickup, with at least one product on the contract

Optional: Mobile device with internet connection, available driver

Body

To create a pickup ticket, do the following

1. In the Texada Web menu bar, navigate to Tickets > Create Ticket
   The Select ticket type page opens
   
2. Click Pickup
   The Create Pickup Ticket page opens and displays a list of contracts that contain products that are eligible for pickup 
   
3. Optional: You can use the available options to customize the list of contracts.  See: “Customize and Filter a List in Texada Web” for more information
4. Optional: Type a search term such as a contract number, product name, customer number or site in the Filter Products field to narrow the list of contracts by keyword 
   
5. Optional: You can use the Division(s) dropdown to narrow the list of contracts to only include contracts associated with a specific division
   
6. Optional: You can use the Location(s) dropdown to narrow the list of contracts to only include contracts associated with a specific location
   
7. Click the radio button next to the contract that you need to create a pickup ticket for
   Note: You can only associate a single contract with a pickup ticket
   
8. Click Next
   The Create Pickup Ticket details page opens
   
9. Optional: In the GENERAL INFO section, type the slip number for the ticket in the Slip # field
10. In the Off Rent field, click date and use the calendar field to set the date when the rental contract ends
    
    Notes: 
    1. Click time on the calendar to select the time the rental contract ends
       
    2. By default the field is automatically set to the Off Rent date on the contract
11. In the Scheduled field, click date and use the calendar field to set the date when the pickup is scheduled
    
    Notes: 
    1. Click time on the calendar to select the time the pickup is scheduled
       
    2. By default the field is automatically set to the Off Rent date on the contract
12. Under Priority, do one of the following to set the priority level of the ticket:
    1. Click Low if the ticket is low priority
    2. Click Moderate if the ticket is medium priority
    3. Click Critical if the ticket is high priority
    
    Note: The priority level of the ticket has no effect on the ticket, but serves as a visual indicator in the list of tickets as to what needs to be completed first
13. Optional: Use the Driver dropdown to assign the ticket to a driver
    
    Note: See: “Assign a Ticket to a Driver in Texada Web” for more information on assigning tickets to drivers
14. Optional: Use the Location dropdown to select the location that the ticket is associated with
    
    Note: The location of the ticket is not the same as the asset's location.  See: “About Divisions and Locations in Texada Web and Texada Mobile” for more information on locations.
15. Under Origin Address, do one of the following to select the address, such as your customer's site, where the driver will start travelling from following the pickup:
    1. Type the address in the available field
       
       1. Optional: Select the correct autofill address

1. 1. Click address, and then use the map to locate the address visually using Google maps
      Note: For more information on using Google maps, click here
2. Under Destination Address, do one of the following to select the address, such as your yard, where the driver will start travelling to following the pickup:
   1. Type the address in the available field
      1. Optional: Select the correct autofill address

1. 1. Click address, and then use the map to locate the address visually using Google maps
      Note: For more information on using Google maps, click here
   
   Note: The destination address is the same as the customer’s site on the contract, by default
2. Optional: In the COMMENTS section, click Add Comment, type a comment, such as special delivery instructions in the available field, and click Save Comment to add the comment to the ticket
   
3. Optional: Attach any needed attachments to the ticket in the ATTACHMENTS field.
   
4. In the PRODUCTS section, check any products on the contract that you need to pick up for this ticket
   
   Note: All products are checked, by default
5. Optional: If there is more than one of a product on a contract, use the Selected Qty field to adjust the number of that product to pick up by clicking - or +, or typing the quantity
   
   Note: The quantity you select cannot exceed the number in the Qty on Contract field
6. Click Create Ticket
   The pickup ticket is created and added to the list of tickets
   If you selected a driver, the ticket is added to the list of tickets assigned to the driver and is available in the mobile application

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