These features will be available in your Test environment on October 13 and will be available in Pre-production on October 14.


New features included in this release

  • Back Office Enhancements:
    • Orders
      • Proof of Delivery (POD) on Pickup and Delivery on Order details will now be displayed in the Pickup and Delivery time zones. 
      • Removed notification tab on multi-segments. Notifications will no longer be sent for order segments.
    • Drivers
      • Enhanced Driver List with new columns and quick search.
      • New option to view unaccepted orders on the Driver Profile.
    • Account
      • Ability to setup discounts/surcharges for Extra Fees by Service Level.
      • Ability to setup the Verify before invoicing and before Settlement according to changes in pricing on the order/settlement.
      • In Account Profile Workflow, the Take Picture step has been enhanced to allow Drivers to scan a document or add a file from their phone.
    • Notifications
      • Date-Time fields in notifications will show in the pickup and delivery time zones.
    • Transactions
      • When applying payments, a new link is provided to apply the open balance of an invoice/order automatically.
  • Administration Enhancements:
    • New security rights added in Transactions for more granular permissions.
    • Discounts and Surcharges can be setup for Extra Fees.
  • OData
    • 2 new Settlement tables were added
  • Driver App Enhancements:
    • Ability to automatically break a License Plate when adding an item that was already on a License Plate into another License Plate.
    • Ability to scan a document in Workflow or in Attachment.
    • Driver must be On Duty to pickup/deliver an order.
  • Other Driver App Enhancements:
    • Driver will get disconnected when the password is changed by an internal user.
    • Driver can see the unaccepted order payout at order details if given access. For more information on how to set this up, please see Driver Profile below.


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.

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/  


Driver App Version 1.51


License Plates

Scanning an order item barcode already in a License Plate into another License Plate


Prior to this release, order item barcodes already scanned into a License Plate could not be added into another License Plate without first manually breaking the old License Plate. 


You can now break the License Plate where the order item was already added.


1) Tap on Warehouse.

2) Tap on + then on License Plate.

3) Create a new License Plate or open an existing License Plate by typing or scanning a License Plate barcode (barcode must start with DSP).

4) Scan an item barcode that is already in another License Plate. 


You get a warning that the item is already in a License Plate, and you are asked if the License Plate should be broken to add this item to the current License Plate:

5) Tap No to keep the original License Plate and leave the item in it. 

Tap Yes to break the original License Plate and remove all its item and add the scanned item in the current License Plate.

 


Driver Payout

Not Accepted Orders Payout

If given access on the Driver Profile, Driver will be able to see the payout on the unaccepted orders in the Order list.


Workflows


Scanning Documents

Drivers can now scan a document and add it to the order as part of their workflow steps. For more information on how to setup this workflow step, please see Account Profile section below. 

The PDF will be saved as Letter (8 1/2x11 inches).


How to scan a document on iPhone:


1) On the Take Picture step, select scan a document if more than one choice is available

2) You can setup the scan options:


Light, Color or Automatic


Light

Tap on Light and select to have it set to Automatic, On or Off, then tap on the light icon again to close the option.



Color

Tap on Color and select to have it in Color, Grayscale, Black & While, or Photo then click on Color icon to close the option.


Automatic vs Manual scan. 

In Manual scan, you will have to select the border of the page you are scanning. In Automatic, it will automatically select the page and you can make changes if needed.


3) Bring the phone to see the paper to scan, a blue rectangle on the paper, if set to Automatic, the picture will be taken automatically, if set to Manual, press the center circle button to take the picture:



4) Once the picture is taken, you can review it by tapping on the picture in the bottom left corner to make adjustments like cropping, color, rotation.


If you want to delete the scanned page, click on the garbage can and if you want to start over, click on Retake.  




You can repeat steps 3 and 4 for each page to scan.


5) Once you are done, click on Save. The file will open, you can add notes.


6) Click on Cancel to start over or click on Done when you are done. The PDF will be saved once you report the stop. 

 

How to scan a document on Android:


1) On the Take a Picture step, select to scan a document if more than one choice is available

2) Move the phone accordingly until the blue rectangle is visible along the sides. If you are in Automatic mode, the picture will be taken automatically after the countdown:


In Manual mode, tap on the white circle to take the picture:




3) You can Preview your scan by tapping on Preview:

You will then see the scanned document. If you are in Manual mode, you will see the scan automatically:


If the picture needs to be retaken, tap on Retake, and you will be returned to step 2.



If you need to Edit the picture, tap on Edit and you will be able to move the blue dots on each corner to grab the entire page, then hit Done. You will be returned to the previous screen.



If you wish to delete the scanned page, tap Delete:



Tap Ok in the upper right corner once the scan is to your liking and you will be taken back to step 2.

 

You will then be able to scan additional pages by following steps 2 and 3. 


If you are scanning multiple pages, you can navigate between pages by swiping left and right in the Preview. 


5) Once all pages are scanned, tap on Save.

6) The PDF will show, and you will be able to add notes if needed. Then tap on Done. 

The PDF file will be saved once the stop is reported.

 


Pickup and Delivery

Driver must be On Duty in order to pickup or deliver an order. If Driver is Off Duty or Away, he will be asked to go on Duty.

 

Pickup or Deliver an Order while Away

1) While Away, pickup or deliver an order

2) The following warning will show up:

 

3) Clicking OK will bring you to the On Duty screen and return you to the Pickup or Delivery after.

 

Pickup or Deliver an Order while Off Duty

1) While Off Duty, pickup or deliver an order

2) The following warning will show up:

3) Clicking OK will bring you to the On Duty screen and return to the Pickup or Delivery after.



Back Office

Orders

Order Details

Proof of Delivery (POD) on Pickup and Delivery on Order details will now show in the Pickup and Delivery time zones.


Multi-segment Orders

In the previous releases, order segments had the notification tab copied from the multi-segment order and notifications were being sent on the order segments. This meant that notifications were sent on both the multi-segment order as well as its individual segments.

In this release, notifications will no longer be sent on order segments. 


Drivers

Quick Search for Drivers

A driver search bar is now available, making it easier to search for specific Drivers. 

Allowed Search Fields can be found by clicking on the i next to New Driver, as seen below.

Type in the search criteria and the list will be filtered. 

Blank the search criteria either by clicking the x at the end or by erasing the content of the search bar to return to the full list of drivers.


If you need to search through the Archived Drivers, check the Show Archived Drivers to add them to the list then enter the search criteria.


New Columns in the Driver List

The following columns were added to the driver list along with filters:

Vehicle Type, Business Name, Reference Number

Filter for vehicle type will give you the list of vehicles and how the number of driver associated to each vehicle.


New Option in Driver Profile

A new option was added to the driver profile to view earnings on unaccepted orders. By default, this option is unchecked. 

If drivers should see what they could earn for orders they have not yet accepted, follow these steps:

1) Open Drivers menu, click on Profiles then click on the Profile to edit.

2) In the Profile click on Edit in the General Options.

3) Check the Show Earnings on Not Accepted Orders then click Save.

Driver can either log out and log back in or pull down on the Home tab in the Driver App to refresh his settings. 

If Show Total Earnings is checked, driver will be able to see the total earnings in the Not Accepted box in the Total section on the Driver App Home tab. If the Show Total Earnings is unchecked, the earnings will only show in the Order List. 


Accounts

Discounts/Surcharges on Extra Fees

There are now multiple options to associate a discount/surcharge on Extra Fees:

1. all Extra Fees on all Service Levels

2. all Extra Fees on one or more Service Level.

3. one or more Extra Fees on one or more Service Level. 

This feature will be similar to the feature of discounts/surcharges for the price list by Service Level.


Extra fees discounts and surcharges will not be calculated on manually updated extra fees totals but will be calculated on updated extra unit price.


Associate a discount/surcharge for all Extra Fees on all Service Levels

Before being able to add a discount/surcharge on an Extra Fee, ensure you have at least one discount/surcharge setup under Pricing, Discounts/Surcharges for Extra Fees. 

For more information, see Discounts/Surcharges under the Administration section.


1) Open the Account, click Edit in Pricing section:


2) Scroll down to Extra Fees, select a discount/surcharge in the drop-down field.


3) Save.


Associate a discount/surcharge for all Extra Fees on one or more Service Levels


1) Open the Account, click Edit in Pricing section:


2) Scroll down to Extra Fees and click on the Specify discounts/surcharges per Service Level and Extra Fees link to open the list of Service Levels and Extra Fees:



3) The list of Service Levels and Extra Fees opens, select a discount/surcharge by Service Level in the 2nd column:



4) Save




Associate a discount/surcharge on one or more Extra Fees on one or more Service Levels


1) Open the Account, click Edit in Pricing section:



2) Scroll down to Extra Fees and click on the Specify discounts/surcharges per Service Level and Extra Fees link to open the list of Service Levels and Extra Fees:


3) The list of Service Levels and Extra Fees opens, select for each service level the Extra Fees to apply a discount/surcharge then select the discount/surcharge in the 2nd column:




You can then Add additional Extra Fees by clicking on Add an extra fee discount and select a discount/surcharge for the other extra fees.


4) Save.





Verify Before Invoicing

The Verify before invoicing has been changed to allow users to select when the check will be applied according to the change in price of an order: manual price update, price increase, price decrease.



On deployment, accounts where Verify orders before invoicing was checked will have the option All Orders checked.



1) Open the Account and click on Edit in the Billing Options section.

2) Scroll down to the Verify Orders Before Invoicing:

3) Select All Orders if you want to have all orders from the Account to have the Verify orders before invoicing checked at order creation.

Select On then check one or more conditions:


Manual update of price: This includes an override of the delivery price, all Extra Fees prices and Total. 


Price increase: If any change is made to an order after creation that causes the Order Total to increase from its original value at order creation.  


Price decrease: If any change is made to an order after creation that causes the Order Total to decrease from its original value at order creation.


4) Click Save.


Verify Before Settlement

The Verify before settlement was changed to allow the user to select when the verification will be applied according to the change in price of the driver settlement: manual settlement update, settlement increase, settlement decrease.



On deployment, accounts where Verify orders before settlement was specified, the All Orders will be selected. 


1) Open the Account and click on Edit in the Billing Options section.

2) Scroll down to the Verify Orders Before Driver Settlement:


3) Select All Orders if you want to apply the Verify orders before Settlement to all orders for the selected Account.

Select On then check one or more condition:


Manual update of commission: The commission is manually updated.


Commission increase: If any change is made to the order after creation that causes the Driver commission to increase from its original value.  


Commission decrease: If any change is made to the order after creation that causes the Driver commission to decrease from its original value.


4) Click Save.



Notifications

Date-Time Properties

The Date-Time properties available in the Notifications will be displayed in the Tenant, Pickup or Delivery time zones. 

Tenant time zone: Last Hold Date (since this can happen at any time during the delivery process)

Pickup time zone:  Ready At, Pickup Window, Pickup ETA, StatusPickedUpDate

Delivery time zone: Delivery Window, Delivery ETA, StatusDeliveryDate


To show the time zone as mm/dd/yyy 00:00:00 AM -00:00, add the properties a second time with the .ToString("zzz")

Ready At

@Model.ReadyAt?.ToString("G") @Model.ReadyAt?.ToString("zzz")


Pickup Window

@Model.PickupWindow.Start.ToString("G") @Model.PickupWindow.Start.ToString("zzz") and @Model.PickupWindow.End.ToString("G") @Model.PickupWindow.End.ToString("zzz")


Pickup ETA

@Model.PickupETA?.ToString("G") @Model.PickupETA?.ToString("zzz")


StatusPickupUpdate

@Model.StatusPickedUpDate?.ToString("G") @Model.StatusPickedUpDate?.ToString("zzz")


Delivery Window

@Model.DeliveryWindow.Start.ToString("G") @Model.DeliveryWindow.Start.ToString("zzz") and @Model.DeliveryWindow.End.ToString("G") @Model.DeliveryWindow.End.ToString("zzz")


Delivery ETA

@Model.DeliveryETA?.ToString("G") @Model.DeliveryETA?.ToString("zzz")


StatusDeliveryUpdate

@Model.StatusDeliveredDate?.ToString("G") @Model.StatusDeliveredDate?.ToString("zzz")


Last Hold Date

@Model.LastHoldDate?.ToString("G") @Model.LastHoldDate?.ToString("zzz")


Account Profile

Workflow Step to Add a Scan Document

 Drivers can now scan documents and save them as a PDF onto the order itself. 

1) Open Accounts, Profiles then edit a Profile

2) Edit one of the workflows and create or edit a Take Picture step:

3) A new field has been added called Driver Attachment Source(s) where you can select one or more sources:

4) Select one or more sources and click Save.


Transactions

Receive Payments

A new link has been added when Receiving payments either by Invoice or by Account to select and enter the Open Balance amount. 

Clicking on the Pay in full link will automatically transcribe the Open Balance into the Amount field.

1) Open Transactions.

2) Click on Receive payment on the Invoice (at the end of the row) or in New Transactions menu.

You will notice the new Pay in full link located to the end right of each invoice/order:

3) Click on the link to transcribe the Open Balance into the Amount column for the selected row. 


Administration

Pricing

Discounts and Surcharges

Discount and Surcharges can now be assigned to be used on Extra Fees upon creation. 

1) Open Pricing menu, Discount and Surcharge and click on New Discount/Surcharge:

2) Fill in the information for the discount/surcharge and check the Apply to extra fee checkbox then Save.

This Discount/Surcharge will then be available under Account, Pricing section, Extra Fees Discount/Surcharge field.


Roles

New rights were added for Transactions. On deployment, every user who had view access will continue to only have view access, users with Edit access will have View access to the Transactions and Access to the new Actions.


The Edit access to the Transactions was changed into the following Action Rights:

Unapply and Cancel Payments and Adjustments

Modify and Cancel Debit Notes

Modify and Cancel Invoices

Send Email: Send invoices by email, menu item located to the end right of the invoice row.

Create invoices and Debit Notes: This is to generate invoices, create Invoices and Debit Notes from the Transactions menu.

Receive Payments and Create Adjustments: Receiving payments from the Transactions menu, on an invoice as well as in batch.


OData

Settlement Tables

Two new Settlement tables were added:

SettlementItemDetails

SettlementItemDetails table gives access to the Order payout for each Settlement with the following fields:

SettlementId

OrderId

PayoutValue


SettlementDeductionDetails

SettlementDeductionDetails table gives access to the Addition/Deduction from the Settlement with the following fields:

SettlementId

Id

DeductionValue: this will show Addition as a positive number and Deduction as a negative number

DisplayNamePrimary: This is the Addition/Deduction name in the default language

DisplayNameSecondary: This is the Addition/Deduction name in the second language