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Learn how to manage your system in Loop 4 Readymix software
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Vehicle

Open the menu on the left side of the screen and select "Administration" > "Vehicles" Add Vehicle Click on "Add Vehicle" and fill in all the required fields, then click Save and Close. In the vehicle register, there are several important fields that provide essential information about each vehicle. Here is an explanation about some of these fields: - Internal Code: This is a field to enter a unique code that identifies the vehicle within the system. This code can be used for reference and internal organization. - License Plate: It is the field where you enter the license plate of the vehicle, which is the identification number of the vehicle registered with the traffic agency. The license plate is used to identify the vehicle externally. - Name: In this field, you can enter a specific name or identifier for the vehicle. This can be useful to quickly identify the vehicle, especially when there are several vehicles registered. - GPS Integration: This field indicates whether the vehicle is integrated with a GPS system. GPS integration allows tracking the vehicle's location in real time, which can be useful for monitoring the fleet, planning efficient routes and improving safety. - Icon: It is possible to associate an icon or visual symbol to the vehicle in the system. This can facilitate visual identification of the vehicle on maps or monitoring screens. - Capacity: This field indicates the vehicle's load or transport capacity, i.e. the maximum amount of Readymix it can carry in a single trip. This helps in the planning and efficient allocation of vehicles to meet project demands. - Third-party vehicle: This field indicates whether the vehicle is owned by a third-party company or a business partner. It is important to record this information to track the use of external vehicles and for control and accountability purposes. - Category: It is possible to assign a specific category or classification to the vehicle, such as Readymix mixer truck, dump truck, among others. This helps to organize and filter vehicles based on their characteristics and purposes. - Fuel consumption: This field records the fuel consumption of the vehicle. It is useful for calculating operating costs, monitoring vehicle performance in terms of energy efficiency, and making decisions related to fueling and maintenance. - Fuel Consumption (Km/L): This field indicates the average amount of kilometers the vehicle is able to travel on one liter of fuel. It is a measure of energy efficiency, where the higher the value, the more economical the vehicle is in terms of fuel consumption. - Fuel Consumption (L/h): This field refers to the vehicle's fuel consumption rate per hour of operation. It represents the average amount of liters of fuel that the vehicle consumes in one hour of continuous operation. This value is especially relevant for vehicles that are left running for long periods of time, such as stationary Readymix machines. These fields provide crucial information about the vehicles registered in the system, allowing for more efficient fleet management, cost control and optimization of Readymix transport operations. Vehicle Group The "Vehicle Group" tab is used to group and categorize the vehicles registered in the system according to specific criteria. It provides an organized way to view and manage subsets of vehicles with similar characteristics. The "Add Group" button is used to create new vehicle groups in the system. It is useful for companies that want to segment and categorize their vehicle fleet according to specific criteria. Vehicle Category The "Vehicle Category" tab is a section of the system that allows you to classify vehicles according to specific categories. It is useful for companies that want to segment and group their vehicles based on criteria such as type, capacity, function or any other relevant parameter. The "Add category" button is a functionality that allows you to create a new vehicle category in the system. By clicking on this button, you will have the option to fill in the necessary information to create the new category. Thank you for using our tutorial and we hope it was helpful. We always strive to provide you with the necessary information and help you use our Loop 4 ReadyMix.

Last updated on Jul 02, 2025

Drivers

Open the menu on the left side of the screen and select "Administration" > "Drivers" Add Driver Click on "Add Driver" and fill in the required fields if necessary fill in the other fields (optional). Note: On the driver registration screen it is also possible to add the assistants. Driver registration includes specific fields that are essential for recording relevant information about each driver. Below, we highlight the key fields in the driver registration: - Internal Code: This field allows you to assign a unique code to the driver, facilitating identification and reference within the system. - Name: In this field, you must enter the full name of the driver. - Phone: It is necessary to provide a contact phone number of the driver, to facilitate communication and notifications. - Document: In this field, you must enter the type of identification document of the driver, such as RG (General Registry) or CNH (National Driver's License), and the respective number of this document. - Address: It is important to register the driver's full address, including street, number, neighborhood, city and state. This information is useful for contact and reference. Additional Options You can also search for Driver Records and generate a Driver Application Key. - In the driver's records you can check all the deliveries that have been made by the driver. - When generating an application key for the driver, we can provide it through our specific app so that they can record the times of departure from the plant, arrival at the construction site, departure from the construction site, and return to the plant. The driver application is only useful when the company does not have GPS in its vehicles. Thank you for using our tutorial and we hope it was useful for you. We are always striving to provide you with the necessary information and assist you in using our Loop 4 ReadyMix.

Last updated on Jul 02, 2025

Products

Open the menu on the left side of the screen and select "Administration" > "Products". Concretes e Grouts Click on "Add Product", fill in all the fields or only the mandatory ones, change the color if desired, and click the Save button. You can change the product type by clicking on the icon. Product Variety If there is a need for other products, the tab at the top has options for them, just click on the name and you will be redirected. After selecting one of the options, click on "Add Products" and fill in the necessary options, then click Save and Close. Additional Products In the "Additional Products" tab, you will be able to add all necessary extra products, such as: Additional hours, fee for work duration, etc. Furthermore, when going to the "Product Rules" tab, it is possible to establish application rules for these additional products, such as minimum volume for application, maximum hour, etc. Products and Services In the "Other Products and Services" option, you will be able to add your additional products, such as fiber, pump installation, etc. Minimum Pump Price In the Minimum Pumping Fee option, click on "Add Products" and fill in the required fields, then click Save and Close. Raw Materials In the "Raw Materials" tab, it is possible to add all the raw materials used in the formulas of your Readymix, mortars, etc. Carefully fill in the "type" and "unit of measure" fields. Product UOM The "Product UOM" option is essential for the correct use of your raw materials. Here you can establish all the units of measure used in your products. Thank you for using our tutorial, and we hope it has been helpful to you. We always strive to provide you with the necessary information and help you use our Loop 4 ReadyMix.

Last updated on Jul 02, 2025

Status Record

Open the menu on the left side of the screen and select "Administration" > "Status" Add Status Click on "Add Status" and fill in the fields "Internal code" and "Name", choose a color (optional). You can also set whether this status will be: - Default Status - Forbidden to Schedule - Forbidden to Dispatch - Cancel. - Default Status: This status indicates that a schedule or order will be automatically filled with the default status. This can be useful when most items have predefined settings and do not need to be manually filled. - Forbidden to Plan: This status indicates that scheduling is not allowed in the system. It can be useful when there are restrictions or limitations on scheduling, such as resource unavailability, technical issues, or other constraints. - Forbidden to Dispatch: This status indicates that dispatching a delivery is not possible. It can be used when there is a restriction that prevents dispatching, such as lack of inventory, logistical issues, financial problems, or other reasons that make shipping unfeasible. - Cancelled: Selecting the "canceled" status indicates that an order or schedule will be invalidated and considered not valid. This can happen for various reasons, such as customer cancellation, among others. These statuses can be configured in the system to provide clear information about the current condition of each order or schedule. Finally, just click Save and Close. Thank you for using our tutorial, and we hope it has been helpful for you. We are always committed to providing the necessary information and assisting you in using our Loop 4 ReadyMix.

Last updated on Jul 02, 2025

Customer

Open the menu on the left side of the screen and select "Administration" > "Clients". Add Client Click on "Add Client" and fill in all the mandatory fields. If necessary, you can add additional information in other tabs. - Internal Code: It is a unique code assigned to each client for identification in the system. It can be used for internal reference and facilitate the search and organization of records. - Name: It is the name of the customer, whether an individual or a company. This field allows you to clearly and accurately identify the registered customer. - Email: It is the customer's email address. This information is useful for sending communications, such as order confirmation, updates on services or special offers. - Phone: It is the customer's phone number, allowing direct contact for questions related to services, orders or other communication needs. These fields are important to ensure accurate identification and effective contact with customers, enabling a more efficient and personalized management of the relationship with them. Additional Fields You can customize other data about the client, such as User Information, Addresses, and Contracts. Now, fill in the User Information. The "User Information" tab in a record typically contains fields related to the identification of the person, whether they are an individual or a legal entity. Within this tab, you will commonly find fields for "Individual," "Legal Entity," and "Document." - Individual: In this field, specific information about an individual is provided, such as full name, date of birth, gender, marital status, nationality, among other relevant personal data. - Legal Person: This field is used to record information about a legal person, i.e. a company. Data such as the company name, CNPJ (National Register of Legal Entities), type of company, branch of activity, among other details related to the legal entity are entered. - Document: In this field, the person's identification documents are registered, which may vary depending on the country and the applicable legal regulations. For natural persons, documents such as RG (General Registry) or CPF (Individual Taxpayer Register) are common. For legal entities, the CNPJ registration is common. Now fill in the Addresses and click on add address. Type the address in the search field to locate the desired address and select it, Then simply click Save and Close. If necessary, you can also link a Project with this customer, but the system does this automatically. Credit Limit It is also possible to view the client's finances and their outstanding balance. By checking the "Limit when reaching the credit limit" box, it will not be possible to dispatch the volume that exceeds the defined credit limit. And finally, you can click Save and Close. Thank you for using our tutorial and we hope it was helpful for you. We are always committed to providing the necessary information and assisting you in using our Loop 4 ReadyMix.

Last updated on Jul 02, 2025

Commercial Approval

Open the menu on the left side of the screen and select "Administration" > "Commercial Approval Rules." Adding Commercial Approval Rule Click on "Add Commercial Approval Rule" and fill in the required fields: - Minimum Discount: It is the minimum discount value that can be granted in a transaction. If the offered discount is below this limit, the transaction will be automatically approved. However, if the discount is equal to or greater than the established minimum, the transaction may require further review or special approval. - Maximum Discount: On the other hand, the "Maximum Discount" is the upper limit for discounts in a transaction. If the granted discount exceeds this limit, the transaction may be automatically rejected or require special approval. Discounts are based on percentage. - Approvers: Select the users responsible for reviewing and authorizing commercial transactions according to the established rules. - Plants: Select the plants where Commercial Approval Rules will be applied. After filling in all the necessary data, click on "Save and Close" Customize Columns You can customize the columns displayed on the screen by clicking the gear icon and selecting the required columns. Edit Rule If you wish to edit a Commercial Approval Rule, simply click on the details icon. Applying Discounts To apply a discount, simply add a new product to the contract and enter the desired percentage. By entering a percentage in the discount field, the sale price will be automatically calculated. When you click "Save and Close" at the end of the contract, if the discount exceeds the created approval rules, the following message will appear: Approving Discounts Only approving users can view these options! Upon entering the Loop System, on your home screen, a visual and auditory notification will appear. After clicking on the notification, you will be redirected to the "Contract Approvals" panel. If needed, you can access this panel by going to the side menu: "Administration" > "Contract Approvals." Filters: You can filter pending approval contracts by clicking "With pending" or "Without pending." Column Customization: You can also customize the columns displayed on the screen by clicking the gear icon. Approving: To approve a contract, simply click on the "Details" icon and scroll down to "Products." - Approve All: Approves all products with discounts, allowing contract scheduling. - Block All: Blocks all products, not allowing contract scheduling. - Approval Icon: Approves the discount only for the specific product. - Rejection Icon: Rejects the discount applied to the specific product. A justification window will open if you reject or block discounted products. After approving or blocking, click "Save and Close." Approval Logs You can check a record of approvals/rejections for products with discounts by clicking on the Clipboard icon. Attention: To use the product margin it is necessary to have a price list, if you don't have one, go to: Assista o video Thank you for using our tutorial, and we hope it has been helpful to you. We are always committed to providing the necessary information and assisting you in using our Loop 4 ReadyMix.

Last updated on Jul 04, 2025

Credit Approval Rules

In the menu on the left of the screen, select "Administration" and then click on "Credit Approval Rules". Added Credit Approval Rules Click on "Add Credit Approval Rule" and fill in the required fields: - Minimum Volume: Minimum amount of programmed Readymix that triggers the credit analysis in order to evaluate the customer's ability to pay. - Maximum Volume: The maximum amount of programmed Readymix that, when exceeded, requires a more detailed credit analysis to ensure the customer's ability to pay the requested volume. The volume is based on m³ of Readymix. - Approvers: Select the users responsible for reviewing and authorizing business transactions according to the established rules. - Plans: Select the plans where the Credit Approval Rules will apply. After filling in all the necessary data, click "Save and Close". Customize Columns It is possible to customize the columns that will be presented on the screen, just click on the gear icon and select the necessary columns. Edit Rule If you want to edit a Credit Approval Rule, just click on the details icon. Credit Approval A request for Credit Approval will occur when the amount in m³ of Readymix exceeds the minimum or maximum quantity stipulated in the rule. When this situation occurs, a Visual and Sound notification will be issued to approving users. After clicking on the notification you will be redirected to the "Credit Approvals" panel If necessary, you can access this panel by going to the side menu: "Administration" > "Credit Approvals" Filters: You can filter approvals by clicking on "With Pending" or "Without pending". Column Customization: It is also possible to customize the columns presented on the screen by clicking on the gear icon: Details: You can check the schedule details by clicking on the "Details" icon Approved: To approve a schedule just click on the "Approved" icon Reproved: To disapprove a schedule just click on the "Reproved" icon A justification window will open if you fail a schedule: Approval Logs It is possible to check a record of Credit approvals/failances, for this just click on the Clipboard icon. Thank you for using our tutorial and we hope it has been useful to you. We are always committed to providing the necessary information and assisting you in the use of our Loop 4 ReadyMix.

Last updated on Jul 04, 2025