DSM Instructional – Table Maintenance – Trucks

The following instructions cover the Trucks configuration found under table maintenance

Go to File > Maintain Tables > Trucks, and you will see the following screen:

 

First, go to TRUCK CATEGORIES

The reason:  Because you’ll want these in place before defining any trucks in DSM.  Keep note, you can add types within the truck records as well.  Just look for the PLUS button!

Add some types here by clicking ADD.  Simple descriptions are best and used to categorize your trucks.

 

TRUCK DEFINITIONS:

Clicking TRUCKS from the menu will bring up the following screen.

This Screen is the Truck Search screen.  It can also be accessed by the ACTION menu option within DSM any time.

 Click NEW TRUCK at the bottom to add a new Truck, or edit one if you have them. 

Below is the truck screen. 

 

BASIC INFO (F2)

Under Basic info, the first thing you MUST do is enter a Truck Number and Description at the top, it is required.  Note:  Once you have saved this record, you can only edit it by clicking the edit button.

Put in all the other info on the left side if you have it.

Continue on with the purchase information & other items.  At the end, you can type any notes you like as well.

Remember to assign the truck to a person at the top right if you like.

 

EXTENDED INFO (F3)

The extended info tab is for certifications & permits.  You can add them here to remind you when they need to be done or renewed.

 

MAINTENANCE SCHED (F4)

The Maintenance Schedule tab contains all of the scheduled maintenance for this Truck.  The use of this functionality is discussed in a training document under the Training materials section of the DSM website.

 

SERVICE RECORDS (F5)

The Service records tab shows all service items that have ever occurred to the truck.  You have many options here and the use of this functionality is discussed in a training document under the Training materials section of the DSM website.

 

EQUIPMENT (F6)

The equipment tab shows any equipment that has been assigned to the truck.  Further use of this feature is discussed in a training document under the Training materials section of the DSM website.

 

BLADES (F7)

The Blades tab (if used in a concrete cutting environment) shows what blades in the system (like equipment) are assigned to this truck.

 

 

DOCUMENTS (F8)

The Documents tab here is a neat function in DSM.  It is all over the system for many items such as jobs, tickets, trucks, etc.  Simply drag and drop any file you like from your computer to the window on the left, and it gets automatically stored with the Truck record.   Call it a file cabinet if you will.

When you put items here you can also check the boxes in the lower right telling DSM to Print the document ANY TIME you use it on an order or bill a client.