Transitioning to the new app

In order to transition from using the old to the new app and dispatching, there are a few things that we need to set up together.

Also there are some things to be aware of that works slightly differently in the new app.

In this guide we will help you with the necessary setup process and explain the differences between the old and the new app.

Differences between old and new app and web platform
Let's start by going through the differences between the apps and what has changed on the web platform.

What's different on the app
A driver can have multiple trips on the same date.
Registrations are now on cargo item level (before order level)
Added registration rulesets to manage e.g. damaged or missing cargo.
Improved scanning which can be used whenever completing a stop - both pickups and deliveries.

What has changed on the web platform
Orders are assigned to trips with stops, instead of being assigned directly to a vehicle.
The trips view allows for a better overview of deliveries, especially for shippers.
Rulesets allow for setting up Quality Assurance requirements.
Trip Templates are used for faster dispatching of regular trips.
Unknown cargo items can be matched against the cargo item of an order.
Terminals allow an ETA overview of trips arriving and departing a location together with actual times.

Setting up for the new app and dispatching
In order to get ready to move to the new app, the following steps must be completed:
Set up "Stop grouping" and "Standard language"
Create one or more ruleset(s)
Create one or more trip templates
Make a small adjustment to your trays

We always recommend testing any changes to your production flow. Test by creating a new tray and setting up a testrun before transitioning the trips that are being used in production

Now, let's get started:

1. Setting up "Stop grouping" and "Standard language"
First, you need to make some adjustments to your company settings.

You can find these settings in the navigation under "Settings --> Company"

1. Stop grouping
You need to ensure that your orders are grouped correctly into stops. We recommend the following setup:

Stop grouping recommendation

You can read more about Stop grouping in this guide.

2. Standard language
Also, you need to select what language you want content to default too. This is used in case drivers are using a different language than the options provided for a ruleset. The languages are written in shortname, so "en" means english, like so:

Set a Standard language

2. Creating a ruleset
Second, you need to define when and how drivers should do registrations.

You can find rulesets in the navigation under "Settings --> Rulesets"

Complete this guide to set up a ruleset.

You may want to have multiple rulesets used for different types of trips, or maybe streamline your physical processes and use one general ruleset for the entire company.

3. Creating a trip template
Third, you need to create Trip templates for each of your regular trips.

You can find Trip Templates in the navigation under "Operations --> Trip Templates"

Complete this guide to set up a Trip template.

While Trip templates are intended for regular trips, they can also be used for Ad hoc purposes.

4. Adjusting trays
Lastly, you need to adjust your trays. You will need to switch the assignment type from being "Vehicle" to "Trip" and select an appropriate trip - make sure that you have created the valid trips during the step above.

You can find Trays in the navigation under "Operations --> Trays"

This is easily done by clicking on the "Edit" icon on a tray. In the bottom you can then change from "Vehicle" to "Trip" and select a Trip template.

Edit tray

Alright, now you should be all set. All orders will now be assigned to Trips within the "New dispatching" instead of Vehicles in the "old" Dispatching view.
Was this article helpful?
Thank you!