These features will be available in your Test environment on December 6th, in Pre-production on December 8th, and in Production on December 12th.

New Features in This Release

• Improved Handling of Segments in License Plates
• Ability to Save Progress upon Task Interruption in Driver App
• Supporting Negative Extra Fees on Order Details
• Ability to Set an Extra Fee Unit Price to a Negative Number
• Improved Controls for Changing the Account on An Order
• Added Hyperlinks on Order Details
• Reactivating Multi-Segment Orders
• Reactivating a Multi-Segment Order and its Segments
• Improved Readability on Order History
• Ability to set Payment Terms on Accounts
• Ability to Unlock a Locked Account User or Admin
• Order Grouping by Geolocation
• Ability to Resend Time Based Event Notifications
• Supporting Negative Sliding and Extra Fee
• Improved Handling of Invoicing Terms
• API Enhancements

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 1.53

Improved Handling of Segments in License Plates 

Previously, when scanning parcels in license plates belonging to segmented orders, only the current segment was added to the License Plate. Once the second segment was started, the items had to be scanned and added to the License Plate. With this release, when scanning parcels from segments in License Plates, the parcel will now stay in the License Plate for every segment of the multi-segment order. 

Back Office

Orders

Support for Negative Extra Fees on Order Details

In this release, internal users will be able to change the price of a sliding or rated extra fee to a negative number. Sliding and Scripted extra fees can also return negative price values. 

If a negative quantity is entered in a rated or scripted extra fee, the total will automatically be set to $0.
If the total price of an order is negative, the order will be set as $0.
When an extra fee is negative, the quantity field will be locked in the Account User/Admin Order Details. 
Driver Commission will be set to negative if a commission % is assigned to this negative Extra Fee.

Set an Extra Fee Unit Price to a Negative Number

1) In Order Details, during edition or creation, type a negative unit price in a scripted or rated extra fee. 

Improved Controls upon Changing the Account on An Order

When changing the Account on an order to an Account that is blocked, a warning message will be displayed, and the user will be able to cancel the change:

1) From the Order Details menu, select Change Order Account then enter the account or user email and select within the list.

2) If the new Account is blocked, the following message will be displayed:

3) Click Save to change to the blocked account or Cancel to go back to the Order Details, keeping the original account.

Added Hyperlinks on Order Details

The email addresses that are on the Order Details in the Account Contact, Account Caller, Pickup and Delivery notes and Customer notes are now displayed as a link. Clicking on the link will automatically open the default email application and create a new email with the email address in the To section.

1) Open an Order Details.

2) Click on one of the email.

The default email application opens with the new email and the email address in the To section. 

Improved Readability on Order History

The changes in Order History are easier to read: 

The original value will show beside this icon: 

The new value will show beside this icon: 

The history will show this way:

Reactivating Multi-Segment Orders

In our previous versions, Multi-segment Orders and their segments had to be reactivated individually. Reactivating a Multi-segment Order will now reactivate all its segments. 

Mutli-Segment Orders must be reactivated in order to reactivate a segment. 

Reactivating a Multi-Segment Order and its Segments:

1) Find the Multi-Segment Order from the Order List or open it in the Back Office.

2) From the menu, select Reactivate Order.

3) Confirm to reactivate the Multi-Segment Order and all its Segments. If any of the segments were already dispatched, assigned, picked up or delivered, they will be reactivated, unassigned from the driver and set back to Received. 

Reactivating a Segment:

1) Find the segment from the Order List or open in the Back Office or the Dispatch Board. 

2) From the menu select Reactivate Order.

3) Confirm reactivation:

4) You get a message that the Multi-Segment Order and the other segments are being reactivated:

Order List Enhancements

A new Order Type column has been added in the Order List that allows you to filter the list of orders by Standard Orders, Multi-Segment Orders and Segments. 

1) To add or remove the column, click on the  then click on Columns.

2) Check/Uncheck the column called Order Type then click outside of the column list to close it.

You can then move the column by drag and dropping it to the right location. 

3) You can filter the column by Order Type.

Column Default Operator Contains

Some of the column filters were changed to have the Contains as the default operator:

Order Id, Account Name, Driver First Name, Driver Last Name, Account Number, References, Driver Number, Hold Reason and Hold Notes, Pickup and Delivery Addresses, Pickup and Delivery Zip/Postal codes, Pickup and Delivery names, Pickup and Delivery Phones, Pickup and Delivery Zones, Pickup and Delivery Notes, Received From, Received By. 

In the Pickup and Delivery Address, the Contains pertains to Address Line 1 only and does not include the Company, the City, the State/Province or the Address Line 2.

Date Operator Is Equal

To search for orders on a particular day use the newly added “Is Equal” Date operator.  It is available on all the date fields in the Order List. Using “Is Equal” will ignore the time stamp and use 12:00AM to 11:59PM for the selected day.  

The Does Not Contain operator was added to the Service Level column filter.

Driver Profile Enhancements

Driver Profile Arrived at Stop Setting

In the Driver Profile, you will now be able to control the Report Arrival option on the Driver App.

On Deployment, the Arrived at Location option will be set to Allow Anytime to keep the current functionality.

1) Open Drivers, Profiles and from the Driver Profile list, click on a Profile.

2) Edit the Location Options and change the Report Arrived at Stop:

Allow Anytime: Report Arrival is available to the driver at any time, from any location, at any stop.

Allow when driver is in the "warning" geofence radius: Report Arrival will only be available to the driver when driver enters the Extended Validation Radius.

Don't Allow: The Arrive at Location is not available.

Accounts

Ability to set Payment Terms on Accounts

Once the Terms are created in the Configuration, it can be specified on the Account.

1) Open the Accounts Menu  and from the list of Accounts, click on the Account.

2) In the Account Details, Edit the Billing Options section:

3) In Billing Options, select the Term in the Term drop-down field.

4) Click on Save.

Ability to Unlock a Locked User or Admin

Account users and admins will not be able to log back in for 5 minutes if there were too many failed login attempts.  If the user cannot wait for the account to unlock, he/she can request to have their login unlocked.  

1) Open the Accounts Menu  and from the list of Accounts, click on the Account.

2) In the Account Details, click on the Users button:

3) In the User list, locate the user who is locked out and click on his/her name:

4) In the User details, click on Unlock:

5) Confirm the unlocking of the user by clicking on Ok

User will now show unlocked:

Order Grouping by Geolocation

1) Open Accounts then Profile.

2) Click Edit in the Grouping section and select Based on Geolocation in the Pickup and/or Delivery options. 

3) Click on Save.

Grouping by geolocation still allows to group across different accounts.

Changing the grouping type will only take effect for new orders created after the change.

Ability to Resend Time Based Event Notifications

Set Resend Option on Time Based Notification:

1) Open Accounts then open Notifications

2) Open the Notification template to adjust.

3) Scroll down to the Time Based Event section on the section you wish to setup and click on Resend:

4) Save.

Setting events such as Before or After Pickup Start or End and Before or After Delivery Start or End could send negative values if the time windows are in the past. 
Only set the resend on  ETA events, Pickup and Delivery

Administration

Pricing

Negative Extra Fees

You can now set negative sliding Extra Fees and negative scripted Extra Fees.

In the spreadsheet of both type of Extra Fees, enter negative price amount and the amount will be used in the Order. 

Negative Rated Extra Fee are not permitted.

Settings

Invoicing Terms

Terms can be created and associated to the Accounts. In an upcoming release, Late Fees will be available to be added to Invoices according to the Term associated to the Account when invoices are generated.

At deployment, a new Net 30 days term has been automatically created, set as the default and assigned to all Accounts. 
New terms can be created and assigned to the different Accounts. 

Create a Term:

1) Open Settings on vertical menu , Configurations, Accounting and click on Terms.

2) Click on New Term button to create a new term:

 3) Enter the required Name (EN), optional Name (second language), required Description (EN), optional Description (second

language) and required Number of Days.

4) Once filled in, click Save.

The new term will show in the list.

Editing a Term:

1) Open Settings on vertical menu , Configurations, Accounting and click on Terms.

2) In the list, click on a Term to edit.

3) Make the changes and click on Save.

Setting a Default Term:

1) Open Settings on vertical menu , Configurations, Accounting and click on Terms.

2) In the list, click on the star beside the Term which should be used as default.

Upon Account creation, the Term selected in the Company will be used by default on the new Account according to the Company selected or if only one Company is used, the Term on that Company will be used. 
If no Term is selected at the Company level, the default Term will be used on the new Account.

Deleting an Unused Term:

1) Open Settings on vertical menu , Configurations, Accounting and click on Terms.

2) In the list, click on the  to the right of the row of the Term to delete.

3) In the dialog box, confirm that you want to delete the term by clicking Delete or cancel to return to the list without deleting the term.

Default Term cannot be deleted. Set another term as the default to be able to delete it.
If a term is used in an Account, the Term will not be able to be deleted. An error message will be displayed showing the accounts that use this term:

Companies

Term

A default Term can be setup at the Company level. When a new Account is created, it will use the Company's Term.

1) Open Settings on vertical menu , Companies.

2) In the list of Companies, click on the Company to modify.

3) In the Company's defaults, scroll to Term and select the default Term for the Company.

API Enhancements

Tenant API

Account

When adding or editing an account through the Tenant API, the Term field is available to be setup,

Field:

termId: this field will require the ID of the Term which can be found at the end of the URL of the Term.

Moving Items from an Order to Another Order

You can move items from one order to another order.

Post /api/v1/orders/{orderId}/items/move where orderid is the original order with the items

Options

"updateWeightExtraFee": true or false, on true, it will recalculate the Total Weight system extra fee in both order, false it will leave as is in the original order and will leave as 0 in the target order.

"updateNumberOfPiecesExtraFee":  true or false, on true, it will recalculate the Number of Pieces system extra fee in both order, false it will leave as is in the original order and will leave as 0 in the target order.

"targetOrderId": "orderid",    Order where the items should be moved 

"itemIds": [

    "itemid1", "itemid2".           List of items to move from the original to the target order

  ]

Curl

curl -X 'POST' \
  'https://YOURURL.dsapp.io/integration-tenants/api/v1/orders/ORIGINALORDER/items/move' \
  -H 'accept: */*' \
  -H 'Content-Type: application/json-patch+json' \
  -d '{
  "updateWeightExtraFee": true,
  "updateNumberOfPiecesExtraFee": true,
  "targetOrderId": "TARGETORDER",
  "itemIds": [
    "itemid1", "itemid2"
  ]
}'

Items can only be moved to an order from the same Account.