Date Range Selection in Dispatch Boards

Modified on Fri, 28 Mar at 3:07 PM

Overview

The Dispatch Boards now allow users to filter and search for orders based on a specified date range. Users can select dates from today to a future date. If a past date is entered, it will automatically adjust to today.

For greater flexibility, selecting Custom Date enables searching for past orders.


How It Works

  • The date range filter applies to orders based on their pickup or delivery windows.

  • The feature is accessible in all View By options.

  • When selecting dates in the past, the system defaults to today unless the Custom Date option is used.






Available "View By" Options

This feature applies to the following order statuses:


Order Statuses


  • OpenAll orders (except delivered and canceled) where the pickup or delivery window falls within the selected date range.

  • Received: Orders in "Received" status with a pickup or delivery window within the date range

  • Unassigned: Orders in "Received" or "Picked Up" status without an assigned driver and a pickup or delivery window within the date range.

  • Dispatched: Orders in "Dispatched" status with a pickup or delivery window within the date range.

  • Assigned: Orders in "Assigned" status with a pickup or delivery window within the date range.

  • Picked Up: Orders that were picked up within the date range.

  • Delivered: Orders delivered within the date range.

  • All: Includes all orders with a pickup or delivery window in the date range, including delivered and canceled orders.

  • At Risk: Orders marked "At Risk" with a pickup or delivery window within the date range.

  • Late: Orders that are late with a pickup or delivery window within the date range.

  • Late or At Risk: Orders marked either "Late" or "At Risk" within the date range.

  • Held: Orders on hold with a pickup or delivery window within the date range.

  • Invalid: Orders marked "Invalid" with a pickup or delivery window within the date range.

  • Cancelled: Orders canceled within the date range.




Benefits

  • Enhanced search capabilities: Easily locate specific orders within a selected date range.

  • Improved order management: Streamline dispatching and tracking processes.

  • Greater flexibility: The Custom Date option allows historical searches.


This enhancement ensures better visibility and control over order dispatching, making it easier to manage workflows efficiently.


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