New features included in this release
- Ability to search for an order rapidly with the new Order Search field.
- In the Order Attachment section, an icon has been added to the attachments to show if added by driver at pickup or at delivery.
- It is now possible to specify if photos taken as part of a Workflow Step should automatically be included with invoices.
- Ability to search the recurring orders by inclusion or exclusion dates.
- Two new columns have been added to the Dispatch Board grid view to show the pickup and delivery zones.
- Pricing Zones using a Zip code type zone layout can use partial ZIP or Postal Codes.
- Ability to retrieve the base delivery charge and vehicle surcharge in the scripted fee.
- Order status colors were changed to be easier to discern.
Other new features
- Multi-segment order enhancement
- The Account and Driver User Fields of type text are now multi-line.
- A reminder to save changes has been added on the recurrence screen.
- Private responses from driver chat messages will show under the chat channel when opened from the Dispatch Board.
- OData Orders include two new fields: the ImportID and the RouteID.
New documented features
- The internal note can now be displayed and edited from the Back Office for users with the permission in their role.
- Exception codes can now be edited at the order level (checkpoint, pickup and delivery) in the Back Office by an internal user.
Important Note: A new right was added to view and edit the internal notes on order. This right was set to Edit for the following system defined roles:
Admin and all dispatchers roles.
This right can be turned on for other roles, see section under Administration.
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.
OData: Data fields and variables saved in OData
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/
Icon Color Changes on Dashboard
The Pickup up and Delivered status colors on the Dashboard have been changed from shades of green to contrasting blues to better show the variances between statuses.
Status - Old Color -> New Color
Received - black-> light grey
Picked Up - dark green -> light blue
Delivered - dark green -> dark blue
Order Search Field
A new quick search for an order has been added to the top right icons.
Entering an order number and clicking on the arrow will open the order.
There are new features available on the Order Details:
- An icon is displayed on a picture taken at Pickup and at Delivery by the driver.
The up arrow indicates a picture added by the driver at pickup. When hovering over the arrow, Pickup is displayed:
The down arrow indicates a picture added by the driver at delivery. When hovering over the arrow, Delivery is displayed:
Note: This is also available on the Self-Serve site if the account was given access to the Attachments.
When editing an attachment, the type can be changed: Pickup, Delivery or Order
Attachments of type Orders will not have an icon.
The internal note which was available on the Dispatch Board, can be made visible on the Back Office Order Details.
The field is automatically available for users with the system-defined Admin Role and all users who have a Dispatcher system defined Role (Dispatcher, Dispatcher with no price no commission, Dispatcher with no price, Dispatcher Limited Access).
The internal note is available on order creation as well as on order edit and is located below the Order Notes in the Notes section:
This note is not visible to the Account users but can be visible to the drivers if set to be visible for certain drivers when setup as visible in their Driver Profile as long as it is not removed in the Account Profile under section Overridable Driver Options.
An internal user who is able to edit the note, will also be able to edit the note once the order is invoiced.
This field can be made visible/editable in the Roles. Please see Roles for more information in the Administration section.
Exception Codes Tab
A new Exception Codes tab has been added to the order and is visible for internal users when given the right as part of their role. Users with the system defined roles Admin and any of the dispatchers will have edit access by default. Users with any of the system defined CSR roles will have view access by default. All user defined roles will have no access.
You can give access to other users by changing the roles. Please see Roles below under Administration section.
Add an exception code
Exception codes can be added at the order level at checkpoint, at pickup and at delivery.
1) Open an order and navigate to the Exception Code tab
2) Click on Edit button to add an exception code
3) In the desired type, click to add the exception code then check the exception codes to add
4) Click on Save
Note: The history will reflect the exception codes added by the user.
Remove an exception code
Exception codes can be removed at the order level at checkpoint, at pickup and at delivery.
1) Open an order and navigate to the Exception Code tab
2) Click on Edit button to edit the exception codes
3) In the desired type, click on the X beside the exception code to remove
4) Click on Save
Note: The history will reflect the exception code removed by the user.
New Searchable Fields
The Recurrence inclusion and exclusion dates are searchable using a date finder located at the top and named Dates.
1) Click on the Dates to open the Date box, select to search on inclusion or exclusion, this will show the date fields, and select from and to dates then click on Update
The Recurrence list will be filtered to show the recurrences having an inclusion/exclusion date equal or greater than the from date and less than or equal to the to date.
The button Dates will turn blue to indicate a filter is in place:
Multi-Segment Orders Enhancements
Edit the delivery address on the multi-segment order
When editing the delivery address on the multi-segment order, the last segment will be updated to use this new address.
Adding a hub on a multi-segment order
When adding a hub on a multi-segment order, the new hub will be added at the end and will create the segment order using the hub address and the delivery address from the multi-segment order. This in turn will update the previous segment delivery address with the new hub address.
Dispatch Board Grid View
There are 2 new columns available in the Dispatch Board Grid View:
Address Pickup Zone, Delivery Pickup Zone
These fields will be filled in for orders created after the zones of type Address have been setup in Dispatch Science under Settings and Zones. To make a difference with the Pricing zones, the Pricing zones were renamed from Pickup and Delivery Zone to Pickup Pricing Zone and Delivery Pricing Zones.
Zip code layouts
In the Zone layouts of type Zip code, the Zip or Postal codes entered in each zone can now be partially or fully entered. The Zip or Postal code on the order will be matched to the closest Zip or Postal code.
Zip Code example with a zone layout of type Zip Code containing 3 zones.
An order using a Zip code of 10001-1604 would be located in Zone3.
An order using a Zip code of 10001-1345 would be located in Zone2.
An order using a Zip code of 10001 would be located in Zone1.
Postal Code example with a zone layout of type Zip Code containing 3 zones.
Zone2: H4B 1G3
Where Zone 3 has a space after the B
An order using a Postal code of H4B would be located in Zone 1.
An order using a Postal code of H4B 1G3 would be located in Zone 2.
An order using a Postal code of H4B 1G4 would be located in Zone 3.
An order using a Postal code of H4B1G4 would be located in Zone 1.
A new right was added to give access to the internal user as read-only or edit access:
This new right was automatically set to Edit for the system defined Admin role as well as all system defined Dispatcher roles.
A new right was added to give access to the new Exception Codes type for internal users as view or edit access:
This new right was automatically set to Edit for the system defined Admin role as well as all system defined Dispatcher roles. It was set as View for the system defined CSR roles.
A new option is available under the Take Picture workflow step to indicate that the pictures taken by the drivers will be appended to the invoice.
Two new properties are now available to the scripted fees. Please note that these properties are of type decimal and may be returned as null value.
This property will return the price calculated by the price list and will disregard the minimum price set on the price list.
This property will return the vehicle surcharge as displayed in the order.
Adding an Uploaded Attachments
When adding an uploaded attachment to an order, you can set the type (order, pickup, delivery, additional signature) and the TypeID (item id) on the attachment:
Use for Type:
Additional signature: 4
Updating an Order Attachment
Attachment notes, type and include with invoice option can be updated:
Delete an Order Attachment
Attachments on orders can also be deleted: