TABLE OF CONTENTS

• Exception Codes
  • Create an Exception Code
  • Edit an Exception Code
• Exception Code Schedule
  • Create an Exception Code Schedule
  • Edit an Exception Code Schedule
    • Add Exception Codes
    • Remove Exception Codes
  • Set an Exception Code Schedule as Default
• Company
  • Associate an Exception Code Schedule to a Company
• Accounts
  • Set or Edit the Exception Codes Schedule on an Account
  • Exception Code Schedule Selection on New Accounts

Exception Codes

Exception Codes can be configured to standardize explanations for placing an order on hold, applying exceptions to specific items (e.g., damaged goods), and recording issues at pickup, delivery, or checkpoints. These codes streamline issue tracking and analysis, enhance automated communications, accommodate diverse shipper exception reporting requirements, and reduce dependence on drivers' field reporting.

There are various types of Exception Codes that can be created:

• Hold
• Pickup
• Delivery
• Items

Exception Codes can be configured to be visible to Drivers or restricted for Dispatchers use only. 

To review examples of Exception Codes, please consult this article: Examples of Exception Codes.

The introduction of Hold Exception Codes replaces the notion of "Hold Reasons". The Order List will still use the same columns, Hold as true or false and Hold Reason as the Hold Exception Code. 

Create an Exception Code

Exception Codes cannot be deleted nor archived but they can be removed from the Exception Code Schedule, thus making them unavailable to users and drivers.

1) Go to Settings -->Exception Codes, and click Manage Exception Codes:

2) Click New Exception Code to create a new Exception Code:

3) Enter the required ID, this must be unique and contain letters, numbers, dash (-) and underscore (_). No other special characters can be used.

Enter an optional Code: this can be used when transmitting information through integration.

Enter a required Name and optional second language name.

Enter an optional Description and optional second language description.

Check Is Visible to Driver if the exception should be available to Drivers via the Driver App.

Check Damaged Exception Code if the exception represents a damaged item.

Check the types of exception:

Item: Available at pickup, delivery, checkpoint scan when scanning a barcode.

Pickup: Available to add to the Order when Order is being picked up by the Driver or before it is picked up by the Dispatcher.

Delivery: Available to add to the Order when Order is being delivered by the Driver or before it is delivered by the Dispatcher.

Checkpoint: Available at the item level during Checkpoint scan.

Hold: Available when an Order is put on hold.

4) Click Save.

Edit an Exception Code

1) Go to Settings -->Exception Codes, and click Manage Exception Codes:

2) Click on the Exception Code to edit:

3) All fields can be modified except ID.

4) Click Save.

Exception Code Schedule

Exception Code Schedules are groups of Exception Codes that are specific for an Account or a group of Account. 

Only Schedules can be assigned to an Account.

Create an Exception Code Schedule

1) Go to Settings -->Exception Codes 

2) Click on New Schedule.

Enter the name of the schedule and click on Create.

3) Click on Add Exception Code to add the Exceptions to the Schedule 

4) Click in Exception Code type drop-down to view the list and select one:

5) Click Save, you will be returned to the Exception Code Schedule.

6) Repeat steps 3 to 5 until all Exception Codes have been added.

7) Clicking Save is not required, as. you are adding the Exception Codes, the Schedule is saved automatically.

Clicking Save will close the Schedule and return to the Schedule list.

Edit an Exception Code Schedule

When editing a schedule, you will be able to add or remove Exception Codes.

1) Go to Settings -->Exception Codes

2) Click on a schedule to edit.

Add Exception Codes

a) Click on Add Exception Code, select the code to add and click Save.

Remove Exception Codes

a) Click on the Exception Code

b) Click on Remove

c) Click on Ok to remove permanently or Cancel to return.

Set an Exception Code Schedule as Default

You can set a different Exception Code Schedule as the default. If an Account is created in a Company that has no default Exception Code Schedule, it will use the default set in the list.

1) Go to Settings -->Exception Codes

2) Click on the star beside the schedule which should be the default.

Company

In the Company, you can set which Exception Code Schedule will be automatically associated to the Account upon creation.

Associate an Exception Code Schedule to a Company

1) Go to Settings -->Companies

2) Click on the Company to edit

3) Select the default Exception Code Schedule for Accounts created under this Company.

This will not change the Exception Code Schedule selected in the Accounts already created for this Company. This selection will apply to new Accounts only.

4) Click Save.

Accounts

Once a schedule is created, it can be associated to an Account.

Set or Edit the Exception Codes Schedule on an Account

1) Go to Accounts -->Accounts

2) Click on an Account to edit.

3) Click on Edit in the Order Options

4) Select the Exception Code Schedule and click Save.

Exception Code Schedule Selection on New Accounts

When creating a new Account, the Exception Code Schedule selected on the Company will be automatically selected on the Account.

If there is no Exception Code Schedule on the Company, the default Exception Code Schedule, the one with the star selected, will be automatically selected on the Account.