This release includes several new features and bug fixes as well as overall stability improvements.
The release notes refer to different sections of the application:
Back Office: Where Customer Service Representatives (CSR) create and edit orders, create accounts, review drivers, etc.
Dispatch Board: Where Dispatchers assign orders to drivers, get notifications for invalid orders, etc.
Administration: This section is in the Back Office but refers to sections only an administrator will use like Settings and Pricing.
Customer Portal: Where account users log in to create orders, view their order history, enter a credit card, etc.
Tracking site: Where customers enter a tracking number like the order ID or a reference number to view the status of their order.
Driver App version
Version 1.11.380 contains the issue fixes for this release.
Back Office and Dispatch Board
Administrator can view user who made the change to an order
As an administrator, I see the user who made the change to an order in Dispatch Board Order details and in the Back Office Order details.
You will notice a new language field has been added in the user details and account users and contacts. The language selected in the field will be set to English on upgrade. This can be updated by opening the user details, the account users and contacts. Language available are French and English.
This new language field will determine the notification language when the new Notification feature becomes available in release 1.1.
COD and Partial COD
In the account profile, under Others section, the ID verification, the enable COD and the partial COD collection can be defaulted to enabled or disabled.
When an order is created, the default is setup but can be modified on the order.
When editing an order, the partial COD flag can be checked/unchecked.
Allow vehicle type modification on an order
When editing an order from the Order list, the vehicle type can be changed on the order. Upon saving, the price will be updated to reflect the new vehicle selection.
In the Order Details, the vehicle type can be changed using the Pricing Information menu> Edit Vehicle Type.
A new vehicle can be selected from the drop-down and once the change is saved, a confirmation request will be displayed to acknowledge that a price change may happen due to this change.
Clicking on Confirm will make the adjustment on the price for the new vehicle. Cancel will close the dialog box without saving the vehicle change. Another Cancel will close the Vehicle change dialog box without the vehicle change.
When creating an order, a return order can be created using the information from the original order.
To create a return order from the order being created, click on the Create Order button arrow and select Create and generate return order.
The original order will be saved, the return order will be displayed on screen to allow you to make changes before you create it.
The following fields are copied:
Original order's Delivery Contact, Phone, Address will become the Return order's pickup information
Original order's Pickup Contact, Phone, Address will become the Return order's delivery information
Pickup Ready Time will be the same as the Original order. This needs to be changed manually.
Notes, Service Level, Vehicle Type, Number of pieces, Weight, Extras, Other information fields.
The following fields are not copied, they instead are defaulted from the Account Order Profile:
COD, Partial COD and ID Validation.
Note: In order to ensure the dispatcher will assign the return order to the same driver, enter a note with the original order and return order numbers in the Notes.
If both orders are dispatched to the same driver, the original order pickup and delivery will be scheduled before the return order pickup and delivery.
ETA report can be run without a pickup
The ETA report, which can be found in Orders>Reports, allows you to run a report for one or more driver and get the orders ETA without having an order picked up. If no pickup time is detected, the report will use the ETAs generated by the optimizer.
Reference Number 1 and 3 in ETA Report
Reference 1 field and Reference 3 fields are displayed with Reference 2 in the ETA report.
Show Price in Customer Portal Order list for account administrators.
Show the price when viewing the order list in the Customer Portal when user is an account administrator.
On export of list to Excel, show the price and distance.
Reference fields are displayed in the Customer Portal Store Report
The reference fields will be displayed in the Customer Portal Store Report if they are set to Optional or Required in the Account Order Profile for the Self-Serve Order Creation.