Articles on: Dispatching

How to create bundle matching tasks with a single click

This guide offers a quick overview of how to create bundle matching tasks with a single click.


Introduction:

Dropboy provides a feature where you can create bundle tasks of multiple tasks with a single click if they have the same company and location.

If you unfamiliar, check this article: What is a bundle matching task

Steps:



Open the web portal and log in.

If unfamiliar, follow this article: How to login in to the Dropboy web application

Navigate to the Dispatching tab and click on it.



Click on the any vehicle. e,g 'DB_Vehicle_02'



The 'Tasks List' will open,



Click on the three dots icon on the task list.



The options will be visible.



Click on the 'Bundle matching tasks' option.



After clicking on this option, Dropboy checks all tasks under that list. If it finds tasks with the same location and company name, it creates one bundle pickup task and one delivery task. For a clearer understanding, please refer to the next 8 and 9 steps.

In my case, only these two pickup tasks (Demo-A2B-1 and Demo-A2B-2) have the same location and company name. Your list has more tasks, and this is just an example.



After bundling, these two pickup tasks become one bundle task.



If unfimilar about seeing tasks in a bundle: How can I view all tasks and details under a bundle task

Related Articles:
How to create forcefully bundle tasks
How to unbundle tasks
How can I view the total and completed tasks count on a bundle task

What is 'Tasks List' section under the Dispatching Tab? How can I read the in this section articles sequentially

Check the app's status here. If you can't access Dropboy, chat or report issues

Updated on: 13/05/2024

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