Updated Articles

  1. Customer Service (Accounts) - Updating Service Keeps Prior Scheduled Day (18364)

    An issue has been resolved in Edit Active Service that caused the previous service day(s) to be retained when a new service day was selected and saved. Pathway: Customer Service (Accounts) > Edit Active Service ...
  2. Rebates

    In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to spe...
  3. Database Query Reporting Overview

    Overview The Database Query tool provides direct access to the operational data within Navusoft. It is designed so that data can be pulled based on current needs, from very high-level to laser-focused for analysis and reporting. It is designed ...
  4. Database Query Reporting

    Overview The Database Query tool provides direct access to the operational data within Navusoft. It is designed so that data can be pulled based on current needs, from very high-level to laser-focused for analysis and reporting. It is designed ...
  5. Reporting Home

  6. Yard (Setup / Operations) - Addition of Geolocation Button (21226)

    The Update Yard screen includes a Geo Locate button next to the Address Line 1 field. Selecting this opens the Set Yard map, where a location pin can be placed to accurately define the yard’s position for driver navigation and routing. ...
  7. Yard Setup

    Pathway:  Setup > Operations > Yard Yards are used for inventory management and can be assigned as the start and end locations of a route to define where the route begins and ends. Additionally, Route Optimization uses yard informatio...
  8. Card Present - Credit Card Terminal Setup

    For scale houses that support credit card processing, this documentation outlines the external hardware Navusoft is compatible with, along with the configuration settings required within Navusoft to successfully process transactions. Credit Card ...
  9. Configure Scale Workstation

    Pathway: Operations > Inbound / Outbound > Configure Scale Workstation [button] Application Requirements Windows 10/11 or MAC Chrome Browser (minimum version 121) Scale Requirement (either) Connected via Serial Port or ...
  10. Report Summaries in Navusoft

    Customer Details Account Analysis Reports Customer Service Screen (Accounts) > [click-on] Customer Analysis & Reports icon  Analysis – Revenue By Period This site-level report provides a summary of billed revenue by AR period which includ...