New features included in this release

Link/unlink Contacts on Order Template

Add, update, delete credit card information on an Account

Attributes on self-serve orders

Indication on attribute type when filtering attributes on Dispatch Board

Extra Fee price update on distance and vehicle change

Delivery workflow on Account Profile

Order details modification for workflows

Note: When a delivery workflow is added to an order, the delivery grouping will be ignored and the orders will show as ungrouped on the Dispatch Board Driver Stop details as well as the Driver App. 

The grouping mechanism will change in version 1.20 scheduled to release at the end of February. 

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

The Driver App release notes can be found here: Release notes for Driver App version 1.18.630.

Important Note: Driver Apps must be upgraded to version 1.18.630 for all drivers before creating Delivery Workflows otherwise drivers will not be able to deliver orders.

Back Office

Recurring Orders

On the order template, the contact can now be linked to an account contact. Upon order creation, the contact information, email, telephone, company, address line 1 and 2 will be copied from the account contact rather than from the order template. The contact note will be copied from the order template. 

Note: Default pickup contact and contact selected on delivery will, by default, be linked. They can be unlinked by unchecking the linked contact checkbox.

Link Contact on Order Template

1) Open Orders, click on Recurring Orders and click on Manage Order Templates.

2) Create an order template by clicking on New Template

3) Select the account user from the drop-down list. This will fill in the account information, caller information and if set, the default pickup address, default parcel type, service level and vehicle.

4) Type in the template name and click on Continue.

5) Edit the pickup section if default pickup contact was filled in and notice the Link Contact is checked, the email, phone number, address lines 1 and 2 and company are locked. Notes are copied from the contact. 

Notes can be edited or a new pickup contact name selected by deleting the contact name and entering a new one. 

Note: Only contacts that are selected from the drop-down list can be linked. Free text contact cannot be linked. 

6) Repeat for delivery contact. 

7) Fill in the remaining information needed on the order template and click on Create Template. 

Note: When editing an existing order template created before version 1.18, the contact, even if selected from the contact list at the time of the order template creation will not be linked. You can link the contact by erasing the last letter from the contact name and reselecting the contact name from the drop-down list. Doing this will overwrite the note from the note stored in the contact. Copy the note before making the change then paste the note. 

Unlink Contact on Order Template

The pickup and/or delivery contact can be unlinked in an order template. 

1) Open an order template to edit it. 

2) Open the pickup or the delivery contact and uncheck Link Contact. The Email, Phone Number, Address lines 1 and 2 as well as company will be unlocked and can be modified.

Self-Serve Orders

On the Self-Serve Order details, account admins/users will now have access to the attributes that were setup as Visible for self-serve in the Attributes details. 

Note: Attributes that are not visible to the account admins/users but are set as default on the account will still be added to the order even if account admins/users do not see it. Any attributes added by the orders by the CSRs (or other internal users), will only be visible if set as visible for the Account users. 

Account Profile

Delivery Workflow

A delivery workflow is now available to be added on the Account Profile, for more information please see Delivery Workflow. This will affect how the driver do their deliveries (see release notes for Driver App 1.18.630). 

Note: Do not set a Delivery Workflow before all drivers are upgraded to version 1.18.630.

Accounts

Add a Credit Card on Account

Administrators, CSRs and Dispatchers can add or update the credit card on an account.

1) Click on Accounts then find the Account where credit card should be added and click on its name

2) In the Account information, click on the Billing Options section Edit:

3) In billing option, ensure the Billing Method is set to Credit Card. If it is not, you can select and save then re-edit the section to add the credit card.

4) Click on Add button to add a new credit card

5) By default, the name on the account contact is used  in the Cardholder Name. 
This can be changed to the correct name. 

Fill in the card number, the expiry month and year and the CVC then click on Add Credit Card.

Upon successful addition of the credit card, you will be returned to the Billing Options:

Note: If there is a problem with the credit card, an error message will be displayed and the card information will be erased:

Edit a Credit Card on Account

Administrators, CSRs and Dispatchers can add or update the credit card on an account.

1) Click on Accounts then find the Account where credit card should be added and click on its name

2) In the Account information, click on the Billing Options section Edit:

3) Click on Edit beside the credit card information:

4) On edit, the credit card information can be reentered. Click on Update Credit Card.

Delete a Credit Card on Account

Administrators, CSRs and Dispatchers can add or update the credit card on an account.

1) Click on Accounts then find the Account where credit card should be added and click on its name

2) In the Account information, click on the Billing Options section Edit:

3) Click on Delete beside the credit card information:

Extra Fee Price Update on Distance and Vehicle Change

When changing the pickup/delivery addresses or the vehicle type, a new message will be displayed asking if the price of extra fees should be updated. If you answer yes, the price of all extra fees will be recalculated according to the new distance/vehicle type. 

Order Details and Order Templates

The Additional Info tab layout has changed to display the order user defined fields as well as the workflows associated to the account profile.

You can check/uncheck workflow tasks to enable/disable them on the order which will be reflected on the Driver App.

Dispatch Board

Filtering by Attribute

On the Advanced Filter, , the Attribute Filter has been changed to indicate the type of attribute (order, driver, order and driver). The attribute will show as follow, keeping the original attribute color:

 Order attribute - this will filter the list of orders on the map and in the order list

Driver attribute - this will filter the list of drivers in Drivers tab

Order and Driver attribute - this will filter the list of orders on the map and in the order list as well as the drivers in Driver tab

Extra Fee Price Update on Distance and Vehicle Change

When changing the pickup/delivery addresses or the vehicle type, a new message will be displayed asking if the price of extra fees should be updated. If you answer yes, the price of all extra fees will be recalculated according to the new distance/vehicle type. 

Administration

Attributes

Attributes can now be displayed and used by account users when creating/editing an order. 

Only attributes set to Visible for self-serve will be available to the account user. 

Set Attributes Visibility on Self-Serve

1) Open Settings then click on Attributes.

2) In the list of attributes, click on an attribute to edit it and select the Visible or Self-Serve then click Save.

Other Countries Address Mapping

Dispatch Science can be setup to use additional countries as part of the address search/geolocation. To add additional countries, send a support ticket to Dispatch Science and request the list of countries you wish to add to your site.