Guide: Using the dispatching

In this guide we will go through "New dispatching" found in the main navigation and explain how to plan the trips of your drivers.


Here is a screenshot of the dispatching view. Each red dot on this image represents a section below. Read more about each part of the interface in the corresponding section.
You can find the dispatching in the navigation under "New Dispatching"

1. The trips list and filter
To the left of the view, we see the trips list and filter. Here you see a list of your trips, that match your selected filter.

The trips list
On each trip in the list, we can see the following information:
Name of trip
Vehicle selected for the trip
Assigned driver
Trip handling date
Amount of stops completed / Total amount of stops
Estimated total trip distance / Estimated total trip duration
View trip on map (see up to 6 trips on the map, including the selected trip)



Filtering options
Using the filter you can narrow down the trips you are looking at. There are two ways of doing so:

1. The quick filter
The quick filter input can search within the defined filter (see next section). It will filter out any trips that do not match what is in the input with either the Trip name or a Tag on the trip.



2. Defining a filter
Clicking on the filter icon will fold out the filter, in which you can set a date range. The date range is for selecting which dates of trips you are interested in looking into.




2. The stops list
Clicking on a trip, opens the stop list for that trip.

Stop list header
In the top of the stops list you can see a header that holds a filter and some actions.

Here is the breakdown of those actions:
Select all
Quick filter
Edit trip
Optimise route
Route optimizer+
Assign
Auto combine stops
Force combine stops
Add stop
Print Loadsheet
Print Freight Bill
Hide route lines



Stops
On the list of stops itself you can see the stops represented as cards. Each card holds information regarding the stop. A stop is usually generated from one or more order(s) and can contain both pickups and deliveries.

Each stop is comprised of the following information and actions:
Select stop
Company Name
Address information
Timewindow
Estimated Time of Arrival (or Actual Time of Completion when the stop is completed)
Cargo information (amount of pickups/deliveries, weight, volume)
Waypoint
Stop details
More actions (Edit stop and Pin stop)



Stop details
Clicking on the stop details will open the "Stop details" pane on the right side of the screen. This pane provides a more detailed picture of the stop, such as a list of the orders and cargo items. You can also click an ordernumber to go to the order details view.



Edit stop
Clicking on "Edit stop" opens a popup where we can edit the stop information. Keep in mind that this will not edit in the orders within the stop - only the stop itself is edited.




3. The map
The map shows you the stops of the selected trip. If you click on the eye icon on other trips on the trips list, you can see multiple trips on the map simultaneously.



Stop colors
The stop markers on the selected trip can be different colors to mark various things:
Blue: Normal stop that has not yet been completed
Black: Hub stop that has not yet been completed
Green: A stop that has been completed with all cargo items picked up/delivered successfully
Red: A stop that has been completed with no cargo items picked up/delivered successfully
Orange: A stop with a warning, this can be various things such as "Unrecognised address" - you can see the warning on the corresponding stop card in the stops list.

If no trip is selected, you can instead see the location of your fleet.


4. The orders list
The orders list allows you to interact with orders that have not yet been planned. This is typically used to assign the orders to the correct date and trips. Assigning from the orders list can either be done through drag and drop or using the assign popup.

Order list header
In the top of the orders list you can see a header that holds a filter and some actions.

Here is the breakdown of those actions:
Select all
Quick filter
More actions (Assign, Clone orders, Show on map)
Hide orders list
Filter

Using the filter in the orders list
Here is the breakdown of the filter:
From & To
These two fields are used to filter on the timewindows of orders. The timewindows are intended to be used for the agreed/expected date and timewindow of pickup and delivery.

Status
The status field allows to filter between orders of various states, such as completed, failed or Unassigned.

Assign to
This field is mainly intended to be used with finding orders in trays. Make sure to keep status as "Unassigned" when looking into trays.

Unknown address
This field allows to filter on orders where there is an address recognition error. This allows to easily find orders which needs to be edited or handled differently.

Search in
This is a combo-field allowing for various combination searches across the various data fields of an order.

When using the same field with multiple values it is an "OR" search. Fx: If searching for two different ordernumbers: "ABC1" and "ABC2" using the "Search in" field, will find any orders containing either "ABC1" or "ABC2" in the ordernumber field. In most cases this would probably return the two orders with the corresponding ordernumbers.

When using multiple different fields, it is an "AND" search. Fx: If searching for "ordernumber" = "ABC1" and "zipcode" = "4000", the search will only find orders that match both parameters.

While this can be a bit complex to get used to, it offers great flexibility when trying to filter down the results on the list. Try it out with different parameters and see for yourself.

Orders
The orders in this list are represented by cards. These cards can be dragged to a trip or a tray.

When dragging an order or a stop, a list of trays appears on the right side and is placed above the list of orders. Dragging a stop or an order to a tray on this list, will reassign the orders to that tray.

Each order is comprised of the following information and actions:
Select order
Ordernumber
Map reference (for when "Show on map" is activated)
Pickup information (in order: Company name, address, zip, city, timewindow)
Delivery information (in order: Company name, address, zip, city, timewindow)
Cargo summary


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