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Excerpt

  1. To begin, simply click on the "On-Demand Shipments" tab in the main menu.

  2. Click on the Screenshot 2024-08-21 154839.png icon to start a new shipment.

  3. A new window will open, displaying your shipment order form.

Tip

Quick Tip: You can open a new On-Demand Shipment form from anywhere in the Operations App with the shortcut Ctrl + Alt + N.

Info

If you begin placing an order with a customer ID that has an account status of "Prospect", they will be prompted with a pop up asking them if they want to convert the customer record's account status to "Active".


Back to top.

How to Edit a Shipment

  1. click Click on the "On-Demand Shipments" tab in the main menu.

  2. Click on the shipment you would like to edit.

Back to top.

How to Cancel a Shipment

  1. click Click on the "On-Demand Shipments" tab in the main menu.

  2. Click on the order you would like to cancel.

  3. Click the cancel button Screenshot 2024-08-21 155001.png in the bottom right hand corner of the order.

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Field Name

Description

Top Bar

Primary Customer

The customer ID number and name for the customer associated with the shipment. 

Info

  • Enter the customer name or ID number and select them from the drop-down options

Placed By

The contact who placed the shipment.

Tip

Quick Tips

  • Use the dropdown to select a contact from the customer record.

  • Click the Open Contact Information button to view/edit the contact information.

Billing Group / Cost Center

Used for grouping invoices.

Example

If the customer has sub-accounts, the sub-account can either be entered directly or picked from a list. This field can be filled in when the customer has different departments or offices that require a single invoice but need to track the usage and billing by department/office. 

Info

  • This field name can be changed under the Maintenance tab > Customers > [double-click the desired customer record] > navigate to the References tab.

Origin / Destination

Address

The address information for the shipment’s origin.

Info

  • Enter the first few letters of the address name into the Search… field below to pull up a drop down. This is a context-sensitive field that will display differently based on your address selection method (Address Book, Google Places, etc).

  • Address selection methods include Address Book, Google Places, Drop Pin, Location and Lookup Barcodes, and Enter Manually.

  • If the origin is from the customer associated with the shipment, you can click the Insert Customer Information button next to the field or press the Insert key to auto-populate the customer's Local Information Address from the customer record.  (Note: If the Contact associated with the shipment has an address, and the Address… Override during order entry box on their Contact Information has been checked, the Insert key will instead auto-populate the contact's address instead.) 

Address Icon.png

Click to use your Address Book as your method for address selection. You can create, edit and delete addresses under the Maintenance tab > Addresses.

Google Places Icon.pngImage RemovedClick to use Google Places as your method
Info

Feature: Customer-Specific Address Indicator in Address Search Results

When searching for addresses in Operations On-Demand Shipments, a new C icon now appears next to Customer Address Points in the search results. The C icon helps users quickly distinguish between Customer-Specific Addresses and Global Addresses.

TIP: Hovering over the C icon displays the help text: "Customer Address Point."

5f2a692b-6e03-4ccc-9720-df2cbf51c7a4.pngImage Added
Google Places Icon.pngImage Added

Click to use Google Places as your method for address selection, relying on Google’s location data to find your address.

Location Pin Icon.png

Click to Drop Pin on Google Maps for your address selection.

image-20240822-204938.png

Click to scan or manually enter a barcode to pull up the address.

Enter Manually Icon.png

Click to manually enter details for the address.

Origin Information Icon.png

Click to view the origin/destination location information. 

Click to view over, short and damaged parcel information.

Route Sort Rules Icon.png

Click to view the route stop created from the route sort rule applied to the shipment. 

Pickup From / Delivery From

The time after which the shipment is ready for pickup, or the delivery is ready to be received, shown in your time zone.

Pickup To / Delivery To

The time before which the shipment must be picked up, or the delivery must be received, shown in your time zone.

Phone

Phone number of origin/destination address.

Force Location Scan at Pickup / Delivery

Set a requirement for the driver to scan the parcel at pickup, or delivery, set to None by default. Can be set to force a scan Upon Arrival, Upon Departure, or Both.

Comments

An open field for any comments about the shipment.

Flag Comments Icon.png

Click to flag comments on the shipment to highlight important information. Origin, destination and order comments can all be flagged. A flagged comment will also cause the order to have a visual indicator in the flag column of the main On-Demand Shipments view.

Fees & Distance

Order Total

The total amount of money to charge the customer for the shipment. Click on the Lock Icon.png button to lock the order total and prevent further changes.

Info

  • Locking and unlocking the order total requires user permission. Go enable it, go to the Maintenance tab > Users > [double-click to select the desired user] > X Dispatch Functions > Orders > tick the Unlock Rates permission.

Driver Pay

The total amount of money the driver will be paid for the order. Click on the Lock Icon.png button to lock the driver pay and prevent further changes.

Info

  • Locking and unlocking the order total requires user permission. Go enable it, go to the Maintenance tab > Users > [double-click to select the desired user] > X Dispatch Functions > Orders > tick the Unlock Driver Pay permission.

Distance

Shows the distance between the origin and destination, in both miles and kilometers.

Recalculate Distance Icon.png

Click to Recalculate Distance between the origin and destination after making any changes. This will ask you to confirm that you want to re-rate the order.

Distance Override Icon.png

Click to set a Distance Override, a flat distance value. You can set it in miles or kilometers, and can tick the box to leave the override permanently active for new shipments until the you deactivate it by clearing the distance value.

image-20240823-135604.png

Click to Get Directions pulled up on Google Maps.

Flip Addresses Icon.png

Click to Flip Addresses between the origin and destination, swapping them.

Placed

Shows the CSR or method (i.e. an automatic scheduler) that placed the shipment order.

Status

Shows whether the order has been rated or not.

Rerate Icon.png

Click to re-rate the shipment.

Mark As Icon.png

Click to mark the shipment as Paid, Short Paid or Unpaid.

Middle Bar

Service Type

Click to select the Service Type filter, to determine which Order Types are selectable.

Info

  • You can set whether or not a Service Type is required for a customer on their customer record. Go to the Maintenance tab > Customers > [double-click to select the desired customer record] > under the main Orders tab, tick or untick Service Types Required.

Order Type

Click to select the Order Type for the shipment.

Override Time Windows

This function will allow the user to enable all the pickup and delivery time window fields, so the user can enter custom times and dates to override the automatic times the order type enters.

image-20241213-175809.pngImage Added

References

This is a customizable field for additional information you wish to collect from customers. You can configure this field, including it’s name, under the Maintenance tab > Customers > [double-click to select the desired customer record] > References tab.

Reference 2

This is a customizable field for additional information you wish to collect from customers. You can configure this field, including it’s name, under the Maintenance tab > Customers > [double-click to select the desired customer record] > References tab.

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