New features included in this release

Ability to unassign orders from drivers from order list, map order details and lasso tool.

Ability to filter the order list by date within an order status.

Ability to filter drivers by Zone, Vehicle, Attributes.

Ability to associate the default order mapping to an account to allow order import for the account.

Easily unassign orders from drivers

Definition

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.

Auto-Dispatch: This section refers to the automated order assignment setup and its process.

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.

Account API: API provided to your accounts to create, update and get orders. For documentation, please follow this link:https://api.dispatchscience.com/
Tenant API: API provided to you to create orders for your accounts, retrieve invoices and change invoice status. For documentation, please follow this link: https://api.dispatchscience.com/

Driver App version

Version 1.11.413, see Release Notes for Driver App IOS version 1.11.413

Back Office

Setup default import order mapping on an account

The default order mapping can be setup on an account from the account details without the need of additional coding from the Dispatch Science development team. To see the default mapping, please download the .CSV file attached to the release notes.

Instructions to use the Import File

Download the import file. It is very important to keep the column header name as is, they should not be renamed.

Reference Fields

The following columns should always be filled in:

Dropoff Contact Name, Address Line 1, City, Province and Postal Code.

Pickup Contact Name, Address Line 1, City, Province and Postal Code.

Service Level

Ready At

The first 3 columns will be used to import values in the Reference fields:

Invoice Number = Reference 1

PO Number = Reference 2

Reference Number = Reference 3

Ready At and Delivery window

There are 2 different ways to send the Pickup and Delivery time:

Using Ready At and Service Level:

Delete columns Del Date, Del no earlier than, Del no later than (columns D, E, F).

Enter a Ready At date-time and a service level. These will be used to automatically calculate the order drop off window.

Using the a Delivery window

Enter the date of delivery in the Del Date column.

Enter a time in the Del no earlier than to indicate when the delivery can start

Enter a time in the Del no later than to indicate when the delivery should be completed. The time should be equal to or later than the Del no earlier than.

Enter a Ready At that is  NOT EARLIER THAN the Del date and Del no earlier than time

Enter a service level.
Note: The service level will be used to calculate pricing. The delivery window will be used as entered.

Setup account to use Default Import File

Open Accounts and in list of Accounts, click on an Account Name to open its details.

In Account Details, click on Create Standard Mapping link

You will receive a message, click on OK to create the standard mapping or on Cancel to abort.

Once the mapping has been associated to the account, you will see the confirmation message at the top and the mapping associated to the account.

The new mapping will show in the Orders, under Import in the Select Mapping as the name of the account and in parenthesis, the name of the mapping; Standard Mapping.

Attribute Type and Dispatch Option

Attributes can be made available to orders and/or drivers. Since the attributes were only available on orders in past releases, the order type will default to Orders and the dispatch option will be hidden.

The dispatch option is only visible when an order is of type Order and Driver.

Assign attribute type and dispatch option to existing attributes or new attribute

Open Settings and select Attributes.

Open an existing attribute by clicking on its ID, this will open the attribute details or click on New Attribute then enter the ID, Name, Description, select Color.

Select Attribute Type. If you select Order and Driver, a new option will be displayed where you can select the Dispatch Option. 

When selecting Prevent Dispatching, the order will not be dispatched when attempting to dispatch to a driver who is not assigned the requisite attribute.

When selecting Allow with Warning, the order will be dispatched but a warning will be displayed when dispatching an order to a driver who is not assigned the attribute.

When selecting Allow, order will be dispatched without a warning when dispatching an order to a driver who is not assigned the attribute.

Assign attribute type to driver

Open Drivers and click on the driver last name or first name to open the driver details then click on Edit in the Attributes section:

The list of attributes is filtered to show only the attributes of type Driver and of type Order and Driver.

Assign an attribute to the driver by checking its checkbox and click on save.
Note: multiple attributes can be assigned for each driver. 

Warehouse users

A new type of user, warehouse worker, can be created in Dispatch Science. The warehouse worker will be able to use the Driver App to scan packages that come in to the warehouse. The warehouse worker will only have access to the warehouse mode on the driver app. 

Create a new warehouse user

1) Open Settings>Users

2) Click on New User

3) Enter required first name, last name, email, phone and password.

4) Select the role as Warehouse Worker and click on Save.

Manage access to driver warehouse mode

Drivers can be given access to the warehouse mode on the Driver App by setting the access on the profile associated to their user.

Give/remove driver access to the warehouse module

1) Open Drivers>Profiles

2) In the driver profile list, click on the profile to modify.
Note: All drivers associated to the profile will get access to the warehouse module.

3) In Profile details check the Access to Warehouse Mode to give access and uncheck to remove access then click on Save.

Dispatch Board

Driver filter by zone, vehicle and attribute

When using the Advanced filter in Orders and selecting one or more zone, vehicle or attribute, the driver list will be filtered by the same filter. If the Apply Advanced Filter is checked in the Dispatch Driver List, the Dispatch Driver List will also use the Advanced filter selection.

Note: The quick filter at the top of the driver list does not propagate to the Dispatch Driver List. 

The list of filters shows above the Driver List along with the Advanced filter. The filters that do not pertain to the driver (Drivers and Accounts) will displayed in gray but can still be removed by clicking on their X. All filters can be cleared by clicking on X located on the same row as the filter pills. 

Filter drivers by zone

When one or more zones are selected in the advanced filter as include selected, the list of drivers in the Drivers List and in the Dispatch Driver List will also be filtered to show drivers associated to one or more of the selected zones as well as drivers with no zone filtering.

When one or more zones are selected in the advanced filter as exclude selected, the list of drivers in the Drivers List and in the Dispatch Driver List will also be filtered to show drivers not associated to any of the selected zones as well as drivers with no zone filtering.

Filter drivers by vehicle

When one or more vehicles are selected in the advanced filter as include selected, the list of drivers in the Drivers List and in the Dispatch Driver List will also be filtered to show drivers associated to one of the selected vehicles.

When one or more vehicles are selected in the advanced filter as exclude selected, the list of drivers in the Drivers List and in the Dispatch Driver List will also be filtered to show drivers not associated to any of the selected vehicles as well as drivers with no vehicle selected.

Filter drivers by attributes

When one or more attributes are selected in the advanced filter as include selected, the list of drivers in the Driver List and in the Dispatch Driver List will also be filtered to show drivers associated to at least one of the selected attributes of types Driver or Order and Driver.

When one or more attributes are selected in the advanced filter as exclude selected, the list of drivers in the Driver List and in the Dispatch Driver List will also be filtered to show drivers not associated to any of the selected attributes of types Driver or Order and Driver.

Note: Only attributes of type Driver and of type Order and Driver are taken into account on the Driver List. 

Dispatch an order with attributes to a driver

When dispatching an order associated to at least one attribute of type Order and Driver and dispatch type Prevent Dispatching, dispatcher will get an error message if the driver is not assigned to the same attribute and will not be able to dispatch the order to the selected driver:

On Ok, dispatcher will be returned to the list of drivers to select another driver.

When dispatching an order associated to at least one attribute of type Order and Driver and dispatch type Allow with Warning, dispatcher will get a warning but can still dispatch the order when dispatching to a driver not assigned to the same attribute:

When dispatching an order associated to at least one attribute of type Order and Driver and dispatch type Allow, dispatcher will not get any warning when dispatching the order to a driver not assigned to the same attribute.

Dispatch and Unassign orders from drivers

You can now easily dispatch or unassign order from drivers from the Order List, from the Order Details, from the map order details, with the lasso tool.

In the Order List

On the Order List, click on the status pill  to open the Dispatch Driver List that will allow you to dispatch to a driver, to another driver or to unassign the order from a driver.

In the Order Details

In Order Details, click on the ... menu - if the order is dispatched or not yet dispatched, the menu will always show DISPATCH. You no longer need to unassign the order from a driver then dispatch to another driver. Click on Dispatch to open the Dispatch Driver List that will allow you to dispatch to a driver, to another driver or to unassign the order from a driver.

In the map order details

On the map, click on the up or down arrow of an order to dispaly the order details and click on the Driver icon in the upper right corner to open the Dispatch Driver List that will allow you to dispatch to a driver, to another driver or to unassign the order from a driver.

Using the Lasso Tool 

Click on the lasso tool and select one or more orders.

In the Lasso tool window, click on the driver icon to open the Dispatch Driver List that will allow you to dispatch to a driver, to another driver or to unassign the order from a driver.

Dispatch Driver List

In the list of drivers displayed, click on Unassign (showing on the first row of the driver list) to unassign an order, click on a driver to assign to the new driver.

Click Dispatch to unassign the driver or Cancel to go back to the list of Drivers when unassigning the order

Click Dispatch to assign the order-s to a driver

Date on order status filter

You can select a date when filtering orders by status in the Order List by using the new calendar icon located to the right of the Status drop-down. The calendar icon will change depending on the date selected:

Today , Tomorrow of any date after today , Yesterday or any date before today . Hovering over the icon, will show the selected day.

The filtering is applied according to the status and date selected. 

Note: Orders keep the status they were in when they are put on Hold, they will therefore be visible in the different statuses. To see only Held order, select status Held.

Status and Date filters

OPEN orders are orders not yet delivered nor cancelled. This includes orders that are received, dispatched, assigned, picked up and all order that were in those statuses when they were put on on hold.

RECEIVED orders are orders not yet dispatched to a driver. This includes orders that were received when put on hold.

DISPATCHED orders are orders dispatched to a driver but not yet accepted by the driver. This includes orders that were dispatched when put on hold

ASSIGNED orders are orders accepted by a driver but not yet picked up. This includes orders that were assigned when put on hold.

PICKED UP orders are orders picked up but not yet delivered. This includes orders that were picked up when put on hold.

DELIVERED orders are orders that have been delivered.

CANCELLED orders are orders that have been cancelled at any status of their deliveries.

LATE orders are orders that were not delivered within the delivery window.

INVALID orders are orders that are invalid due to an incorrect address, a price that cannot be found, an imported order with an invalid vehicle or service level, etc..

HELD will show orders that have been put on hold while they were in any status.

Depending on the status selection, the date filter will act differently:

Open 

Today will show orders where the Pickup or Delivery window from or to or Picked up date <= today and order status Received, Dispatched, Assigned or Picked up.

Dates in the future and past will show orders where the Pickup or Delivery window from or to or Picked up date = selected date and order status Received, Dispatched, Assigned or Picked up.

Received

Today will show orders where the Pickup or Delivery window from or to <= today and order status is Received.

Dates in the future and past will show orders where the Pickup time or Delivery window from or to = selected date and order status is Received.

Dispatched

Today will show orders where the Pickup or Delivery window from or to <= today and order status Dispatched.

Dates in the future and past will show orders where the Pickup time or Delivery window from or to = selected date and order status Dispatched.

Assigned

Today will show orders where the Pickup or Delivery window from or to <= today and order status Assigned.

Dates in the future and past will show orders where the Pickup time or Delivery window from or to = selected date and order status Assigned.

Picked Up

Today will show orders where the Picked up date or the Pickup or Delivery window from or to <=today and order status Picked up.

Dates in the past will show orders where the Picked up date = selected date or Pickup or Delivery window = selected date and order status Picked up.

Delivered

Today will show orders where the Delivery date is today.

Dates in the past will show orders where the Delivery date = selected date.

Late

Today will show all orders not yet delivered or cancelled which are past the delivery window to time as of now. 

Dates in the past will show orders not yet delivered or cancelled today which have a Pickup time or Delivery window = selected date and are past the delivery window to time as of now.

Held

Today will show all orders which are on hold. 

Dates in the past will show orders which are on hold with a Pickup  or Delivery window from or to = selected date.

Cancelled

Today will show all orders cancelled today.

Dates in the past or future will show cancelled orders where the Pickup time or Delivery window from or to = selected date.

Invalid

Today will show all orders that are invalid with a Pickup or Delivery window rom or to <= today.

Dates in the past or future will show invalid orders where the Pickup or Delivery window from or to = selected date.