Visual Dispatch
You must have the Visual Dispatch permission enabled. See Users.
- 1 Layouts
- 1.1 Menu
- 1.1.1 Pin/Unpin Menu Options
- 1.2 Search
- 1.1 Menu
- 2 Map
- 2.1 Shipment Pins
- 2.2 Driver Pins
- 2.3 How to Map Shipments and/or Drivers
- 2.4 Shipment Info
- 2.5 Map Menu
- 2.6 Map Bar
- 3 Shipments
- 3.1 Shipments Menu
- 3.2 Filter Orders
- 3.3 Shipment Right-Click Menu
- 3.3.1 Example:
- 4 Drivers
- 5 How to Assign Orders
The Visual Dispatch board is used to dispatch orders to drivers and monitor the driver's pickup and delivery activity. The Dispatch refresh interval setting in the Dispatch tab of Global Options.
Layouts
Visual Dispatch Board allows you to choose from several different layouts and select which container the map, shipment, and driver data display in.
You can change the layout from the menu in the top right of each container.
Menu
You can access the menu from the icons, map bar, and/or three vertical dots icon.
Option | Description |
---|---|
Change Layout | Select a layout and layout options. |
Clear Map | Clear all the pins on the map. |
Edit Layout | Edit the layout options on which container the map, shipments, and drivers are in. |
Fleet Filter | Select which order and/or driver fleets are visible. |
Keyboard Shortcuts | Available in the Driver and Shipments section only. Displays keyboard shortcuts that can be used in each section. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/3052568578. |
Refresh | Manually refresh the Visual Dispatch board. Quick Tip: The automatic refresh interval is based on the Dispatch refresh Interval set in the Global Options Dispatch tab in the Classic Operations App. |
Show/Hide Columns | Available in the Shipments and Drivers containers only. Select which columns are visible in the section. |
Time Zone | Available in the Map menu bar and Shipments section only. The default time zone setting is the “Account Time”. You can change this setting for your user only. Quick Tips:
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Pin/Unpin Menu Options
You can pin icons to the left of the action menu in each section.
How to Pin Menu Options
Menu options can also be pinned to the left of the 3 dot action menu by clicking the left-facing pin icon to the right of the menu option.
How to Unpin Menu Options
Menu options can also be unpinned from the left of the 3 dot action menu by clicking the pin icon to the right of the menu option.
Search
Use the search magnifying glass icon, in the Shipments or Drivers container, to search for shipments or drivers. You can save often used filters by selecting the filter type and entering your criteria in the Quick Filter field then clicking the + and entering a Name.
Map
The map can display shipment and driver information.
Shipment Pins
The shipment pins allow you to see the shipment location and the tracking ID.
Pin colors
Green - Pickup
Red - Delivery
Click on or hover over a pin to display detailed information about a shipment or a group of shipments.
Driver Pins
The driver pins allow you to see where drivers are with the driver ID and a vehicle icon. When hovering over the driver pin, the driver ID and name will be displayed, or click the driver pin to keep the information displayed.
How to Map Shipments and/or Drivers
Check the pin icon in the first column of the row for the shipment(s) and/or driver(s) you want to map or click the map icon in the header row to map all orders. If all shipments or drivers are mapped you can click the clear all pin to clear the shipment or driver pins.
Shipment Info
When a shipment is selected, clicking the down arrows at the top of the map will display the shipment information. Click the up arrows to hide the shipment information.
Map Menu
In addition to the general menu options listed above, the Map section has a few options specific to the section.
Option | Description |
---|---|
Full Map | Click to display the Full Map Mode layout. |
Horizontal Grid Mode | Click to display the Horizontal Grid Mode layout. |
Show Grouped Pins | Click to display all the pins for the shipments on the board as individual pins for each pickup and delivery in that area. |
Show Ungrouped Pin | Click to display a single pin with a number in it to represent the number of shipments in that area. |
Toggle Dark/Light Mode | Toggle between dark and light mode. |
Map Bar
The map bar is located at the bottom of the map. It shows metrics for some commonly used data and pin orders/drivers to the map.
Shipments
The Shipments section allows you to view information about shipments at a glance. You can use the search magnifying glass to use filters to display specific shipments. See Visual Dispatch Shipments Field Descriptions for more details.
Shipments Menu
In addition to the general menu options listed above, the Shipments section has a few options specific to the section.
Option | Description |
---|---|
Auto Pinning On | When selected, all orders will be displayed to the map at all times, including incoming new orders. Available when Auto Pinning Off is selected. |
Auto Pinning Off
| When selected, orders will only be displayed when selected. Available when Auto Pinning On is selected. |
Assigned Orders | Selected option on which shipment location pin(s) to display.
|
Merged Group | When selected, orders with matching values, based on the 5 sorted columns, will be grouped together. |
Filter Orders
You can quickly filter orders based on the following:
Current/Future - Select to display “Current” or “Future” orders. Future orders are configured to display based on the Dispatch show time on the order type of the order.
Assignment - Select to display “Assigned”, “Unassigned”, or “Both” assigned and unassigned orders.
Shipment Right-Click Menu
To view the shipment menu, right-click on the shipment.
Menu Option | Description |
---|---|
Add to Batch | Add to or create a new group of orders on the dispatch board. Example:You can batch together orders to "hold" them for a driver until he/she logs in. |
Assign to Driver | Assign an order to a driver. |
Get Directions | Get directions from the Origin Address to the Destination Address on the order from Google. |
Get Directions to Origin | Disabled when order is unassigned. Get directions to the Origin Address on the order from the assigned driver’s location from Google. |
Get Directions to Destination | Disabled when order is unassigned. Get directions to the Destination Address on the order from the assigned driver’s location from Google. |
Highlight After Dispatch | Specify which shipment to highlight immediately after dispatching.
|
Pin Selected | Display map pins of shipments that have been selected with a checked checkbox. |
Remove Driver | Remove the driver from the shipment. You will have the option to send the driver a notification that the shipment has been canceled. |
Re-send Message | Resends shipment information to delivery personnel via Q Codes. Feature only available for orders already sent via Q Codes. |
Run Custom Procedures | Allows access to specific custom programs that may be available. This will be grayed out if you do not have any custom procedures. |
Send Cancel Message | Send a cancel message to the driver that displays in their app notifications or Q Codes, but does not actually cancel the shipment. |
Update Status | Update one of the following statuses with a timestamp
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View Tracking Status | The Tracking Status displays the status information of a shipment which includes information such as timestamps for specific tasks, POD, signature, invoice numbers.
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Drivers
The Drivers section allows you to view information about drivers at a glance. See Visual Dispatch Driver Field Descriptions for more information on the field descriptions.
Drivers Menu
In addition to the general menu options listed above, the Drivers section has a few options specific to the section.
Option | Description |
---|---|
Activate/Deactivate Drivers | Select drivers to bulk activate/deactivate. |
Current Location | Selected option on which driver location pin(s) to display.
|
View Driver History | Available only when 1 driver is selected. Display historic driver tracking details showing how a driver moved around during their shifts. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/3111256068. |
Filter Drivers
You can quickly filter drivers based on the following:
Status - Select to display drivers that are “Active”, “Inactive”, or “Both” active and inactive.
Driver Right-Click Menu
Menu Option | Description |
---|---|
Active Work | Open the driver’s Active Work in a new tab. See Active Work. |
Check In/Out | Check the driver in/out. |
Clear Next Stop | Clear the driver’s next stop. Enabled only when the driver has a stop flagged as Next Stop. Disabled and greyed out if the driver does not have a stop flagged as a Next Stop |
Driver Order Sequence | Display the Order Sequence form which allows you to arrange the sequence of the pickup and delivery of the orders that are assigned to a driver. See Order Sequence. |
Edit Driver | Open the driver record to view/edit the driver. |
Logout Driver | Log the driver out of the Driver App. |
Optimize Route | Optimize the driver’s route. |
Pin Selected | Display map pins of drivers that have been selected with a checked checkbox. |
Position Driver | Positions driver within a postal code. Useful if the driver is not using GPS enabled mobile devices. |
Send Message | Send a message to the driver’s mobile device. |
View Driver History | A calendar will be displayed to select time range of the location history of the driver on the map. |
How to Assign Orders
From the Shipments List
Right-click the order you would like to dispatch and select Assign To Driver.
From the Map
To a Driver Pin
Drag a shipment from the shipments list to a driver pin on the map.
To an Order Pin
Drag a driver from the drivers list to the shipment pin on the map.