Overview

OSM Pro, a product of Trinetica LLC, is a flexible dispatch, order tracking, and account application designed around the petroleum industry. OSM Pro was first launched in 2012 and is currently on its second revision. Future revisions may come at later dates. User manuals for future revisions can be found at http://www.osmpro.com/manual.pdf.

Throughout this manual we will discuss several options that will complete the same task. OSM’s flexibility will allow the software to conform to your business process without having to change your organizations everyday routines for the software to function.

Other options of OSM Pro may or may not be used by your organization. These sections can be turned off using the security features of OSM.

OSM Pro is a SaaS application. A SaaS application does not require any additional internal servers or hardware for the application to run. It also allows for future updates to automatically push to computers running OSM Pro. To view future release dates and features please visit http://www.osmpro.com/releases.html

Since OSM Pro is constantly expanding the user manual will also continue to grow. As new features of OSM Pro are released a new release of the user manual will also be published. Occasionally the user manual may have sections that are left blank. This is due to a pending upgrade to OSM Pro that may not be rolled out. The section will contain Red Text Stating This Section Left Blank.

 

Getting Started

When you first log into OSM Pro your account will be granted administrator rights. This account will have all permissions available to it. A random password will also be assigned to the account. You will first want to change your password for your administration account.

To change your administration password click on the Administration module of OSM Pro. Under Management select Reset Password. You will be prompted to enter a new password and confirm your new password. OSM Pro passwords must be at least 6 characters long and contain at least 1 numerical character.

 Example: password1

After changing your administrator password click on the Organization menu item. Verify information is correct for your organization.

Other OSM Configurations may be completed by downloading import files located at http://www.osmpro.com/setup.html.

The user manual will discuss these configurations in detail in their corresponding modules. These modules include Jobs / Work Orders, Accounts Receivable, Fleet, Human Resources, and Administration.

 

Modules

OSM Pro currently consist of 6 modules. These modules are Dashboards, Jobs / Work Orders, Accounts Receivable, Fleet Management, Human Resources, and Administration. Each module contains the pages, forms, and reports specific to them. The modules are listed on the left hand side of the OSM Pro application. To navigate between modules, click on the module name. This will load a hierarchy view of pages and reports for the module. Modules navigation and user security are laid out in the same hierarchical view to make configuration simpler. Links can be removed from a user’s module view by disabling the associated permission. User permissions are outline in the User Security section of the manual.

Module Name	Module Description
Dashboards	The Dashboard Module contains screens that summarize one or more screens from other modules into one place. Dashboards give a quick view into daily operations and the ability to complete multiple task from one centralized location.
Jobs / Work Orders	The Jobs / Work Orders Module contains all the screens, settings, and reports needed to manage loads. From here you can view jobs by different status, update load information, utilize automated utilities to increase efficiency, and view reports of daily operations.
Accounts Receivable	The Accounts Receivable Module contains all the screens, settings, and reports needed to manage your accounts receivables department. From here you can configure customers, rates and misc. Charges for customers, invoicing rules, create invoices, export invoices to ADP and other accounting packages.
Fleet Management	The Fleet Management Module contains all the screens, settings, and reports for managing your fleet. From here you can create and modify information about vehicles in your fleet.
Human Resources	The Human Resources Module contains all the screens, settings, and reports for managing employees and crews in OSM Pro.
Administration	The Administration Module contains the screens needed for basic and advanced settings of OSM Pro. The administration module is used to configuring user accounts, security, and dispatch hubs.