New features included in this release

Setup driver maximum work hours and account/contact info visibility

Modification to the standard import orders 

Modification to the Export Orders Excel Spreadsheet

Modification to Service Level user interface

Modification to the Tenant API

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 1.11.479 contains the new features for this release. Please see Release Notes for Driver App Version 1.11.479. 

Back Office

Refurbished Create/View/Edit Orders

A refurbished View/Create/Edit order is now available 

The new order screen is compatible with the following browsers:

PC: Chrome from Google, Microsoft Edge, Firefox from Mozilla

MAC: Chrome from Google, Safari, Firefox from Mozilla

**It is not compatible with Internet Explorer

Known Issues to be fixed in version 1.9

1. When CSR edits an order and modifies the Ready At, the Dispatch Board Pickup Start is not updated.

2. When CSR edits an order that contains duplicated extra fees entered by a Dispatcher, only the first one of the duplicated extra fee is visible.

Enable Driver Work Hours

A setup is now available in the Driver Profile to require a driver to set work day end time as well as Away time. 

1) Open Drivers then select Profiles.

2) Click on a Profile name to edit it.

3) To allow driver to set planned end and away time, check the Can specify planned end of day or away time on the profile associated to their driver.

When this option is selected a number between 1 and 24 must be entered in the Maximum number of hours a driver can work per day. This will prevent the driver from working more than the specified number of hours per day. 

Default is 8 hours. If this is not important, enter 24.

4) Click on Save

The next time the driver logs in, he will be asked to set his planned work end time.

Planned Work End and Away Time

The driver will be able to set his planned work end time and any away time. This will allow the auto-dispatch to only dispatch orders to drivers who are away or on duty.

Enable/Disable Driver View of Order Account/Contact Information

A setup is now available in the Driver Profile to show/hide Account information, contact phone number for pickup and delivery.

1) Open Drivers then select Profiles.

2) Click on a Profile name to edit it.

3) To remove visibility on the driver app of the Account information, Pickup contact phone, Delivery contact phone, simply uncheck the item to hide on the Driver App.

4) Click on Save

The next time the driver logs in, he will be asked to set his planned work end time.

Here are the different views where the items would be hidden on the Driver App:

Stop Detail with the contact phone number and without the contact phone number:

Contact Pickup and Delivery with phone number and without phone number:

The account customer section will simply be hidden when it driver should not see it.

Modification to Standard Import Orders

3 columns were added to the standard import orders file: Number of Pieces, Weight and Vehicle Type Id. 

Number Of Pieces

If left blank or 0 is entered or is omitted, will default to 1.

Weight

If weight is omitted, will default to 0.

Vehicle Type Id

Vehicle Type Id refers to the ID on the vehicle. You can find this information under Pricing in the Vehicles:

If Vehicle Type Id is omitted or left blank, will use the default vehicle associated to the Account's price list.

If an invalid vehicle is entered, the order will be created but the vehicle will be left blank. 

Modification to Export Orders Spreadsheet

New columns were added in the Export orders spreadsheet. You can export orders by navigating to Orders and selecting Export once you have filtered your list.

New column added

1) Account Notes column contains the notes added at the account level and displays in the Account section of the order. This information is located in Column C.

2) Pickup Notes column contains the notes added in the Pickup section of an order. This information is located in Column W.

3) Delivery Notes column contains the notes added in the Delivery section of an order. This information is located in Column AB.

4) Order Notes column contains the notes added to the order in section Notes. This information is located in Column AH.

5) Pickup Zone column contains the pricing zone, if the order is price by zone, where the pickup address is located. This information is located in Column V.

6) Delivery Zone column contains the pricing zone, if the order is price by zone, where the delivery address is located. This information is located in Column AA.

7) Number of Pieces contains the number of items added to the order. This information is located in Column AG.

Administration

Service Level user Interface Modification

The service levels will no longer be created within a service level schedule. The service levels are first created and are then associated to one or more service level schedule.

On deployment, service levels with the same name will be extracted and reassigned to your service level schedule. 

It may be that if you have a service level with the same name, some of your old orders will not be able to price automatically if a pickup/delivery address is changed. For older orders, simply reselect the service level and save then change the pickup/delivery address and the order will reprice normally.

Create a New Service Level

1) Open Pricing and select Service Levels then click on Manage Service Levels

2) In the list of service levels, click on New Service Level button

3) Fill in the information then click on Save button

a) Select the company (this field is visible only if you have multiple companies)

b) Enter a unique ID,

c) Enter a Display name in English,

d) Enter an optional Display name in French,

e) Enter an optional Description in English,

f) Enter an optional Description in French,

g) Enter an optional Accounting Code.

Edit a Service Level

1) Open Pricing and select Service Levels then click on Manage Service Levels (see above)

2) Click on a service level ID. You will be able to change The Display name, descirption and accounting code. The company and ID will be read-only.

3) Click on Save when done.

Edit a Service Level Schedule

1) Open Pricing and select Service Levels then click on a schedule name

2) The company will be read-only. You can change the name, change the service level details or add a new service level to the schedule.

3) To modify a service level details including its rank, click on the service level Id and modify the information. Click on Save when done.

You are then returned to the list of Service Level Schedule Details.

Note: When you click Save, the change is saved in the Service Level Schedule and you do not have to save the Service Level Schedule.

4) To add a new service level, click on Add Service Level button, enter the information and click on Save button. Once saved, you will be returned to the Service Level Schedule Details.

Note: You do not need to save the addition of the service level in the Service Level Schedule as this was done when adding the service level.

a) Select a Service Level in the ID drop down field.
Note: Only the service levels from the same company as the Service Level Schedule and the Service Level not selected in the schedule will be visible. 

b) Enter the rank

c) Check if this is a reattempt service level

d) Enter the hours of operation

e) Enter the order creation cutoff time

f) Select is the delivery is done in a certain number of hours or if it will be done by a specific day and time

g) If Delivery In is selected, a delivery adjustment can also be entered.

Set a Default Service Level Schedule by Company

1) Open Pricing and select Service Levels.

2) Click on the star to the left of the Service Level Schedule to set it as default. 

Note: the default service level schedule for each company will be displayed at the top of the list.

Tenant API

Addition of the AccountID in the GetInvoice

The AccountID is now available in the GetInvoice on the Tenant API. Please review https://api.dispatchscience.com/reference#invoices.

Addition in Account

Beside creating accounts, users and contacts, the tenant API now includes the following:

Get an account's contacts

Get an account's contact information

Delete an account's contact

Update an account's contact

Get an account's users 

Get an account's user's contacts

Get an account user's contact information

Delete an account user's contact

Update an account user's contact

Get all accounts

Get account information

Update an account

Block an account

Unblock an account

Get an account's users

Get an account's user information

Update an account's user.

Account API

Addition of the ReceivedBy and PODImageURL to the GetOrder

In the GetOrder, the ReceivedBy (signature on delivery) as well as the PODImageURL (URL containing the proof of delivery) is now returned on Delivered orders.