Friday, March 25, 2011

Setting Up Digital Waybill on Multiple Machines

Your main Order Panel is designed to be installed on one computer and left there; you really don't want to have the main panel installed on more than one machine at a time. However, Digital Waybill offers a few options for using the system on more than one computer. Some of them are designed for portability for a single user, and others are designed to allow multiple dispatchers at once. We'll outline the various options below.

If you've installed Digital Waybill on one computer and want to be able to access it remotely, we recommend third party remote desktop software called LogMeIn Free. There are a number of free remote desktop solutions out there, and you can pick the one you're most comfortable with, but LogMeIn is simple and easy to set up and works through any full-featured browser. A common use for LogMeIn is to access your office computer from home, or from another location when you're out of the office. To set it up, go to www.logmein.com and select LogMeIn Free from the products menu. You'll need to register for an account and install a small program on your main computer. Once this is done, you'll be able to securely access and take control of your main computer from any other computer with internet access. This type of remote desktop software will give you full access to the slave computer, not just Digital Waybill. However, only one person will be able to control the computer at any given time.

LogMeIn is really designed for remote access for a single user. For multiple simultaneous users, we've integrated some helpful features into Digital Waybill to allow for this. You can set up as many Order Entry Screens as you'd like. This is designed for offices who have call takers (employees who are taking calls and entering orders), but don't need any dispatching or other functionality. Basically what they'll see on these Order Entry Screens is the same window that pops up when you click 'Enter New' in your order panel. However, they won't be able to do anything else from the secondary computers.

If you need full-fledged simultaneous dispatching, give us a call to set you up with a Remote Panel. This requires an additional license, but allows for complete dispatch panels to be set up simultaneously on other computers. These Remote Panels have two limitations: they can't access the accounting functions via the 'Invoices' button, and they won't be able to edit prices or other settings in the 'Settings' window. These two functions can only be accessed through the main panel. Remote dispatchers will be able to access customers and driver lists, if you choose to allow that.

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