How to use the Dispatch Tab

This article will explain how to dispatch Shipments.

How to open a Dispatch Tab

To open an Dispatch Tab, please do the following:

Undocking tabs allows you to drag tabs to different monitors.

To undock a Dispatch Tab, please do the following:

Place your mouse over the label of the tab you wish to undock.
Then press and hold down your left mouse button.
Then drag your mouse down towards the bottom of the screen.
This will undock the tab from IDS Core. You will know its been done correctly as the top of the tab will look like this:
You can now drag the tab anywhere on your screen and/or move it to another monitor.
You can minimize, maximize or close the tap by clicking the icons on the top right hand side of the tab
If you need to resize the tab, place your mouse on the bottom right hand of the tab

To dispatch a shipment, please do the following

Select the shipment you wish to dispatch.
Then click in it's the "Driver" column.
This will open a drop-down containing all your drivers.
To select the driver do one of the following:
1. Type in the driver's user id.
2. Start typing the first few letters of the user id to jump further into the dropdown
3. Use the drop-down's horizontal scroll bars to find and then click the driver.
Continue this process for all the shipments you wish to dispatch.
When you are ready to make the assignments live:
1. Highlight all your shipments that are ready.
2. Then click the "Assign Driver" button.
3. Or click one of the "Assign Driver" check boxes.
This will dispatch the shipment to the selected driver and the shipment will be removed from the Dispatch Board.
You can find that trip in Drivers Board under driver's name.

To dispatch a group of shipments at one time, please do the following:

Drag your mouse over the shipments you want to dispatch.
This will highlight your shipments
Right click the highlighted shipments.
Select "Allocate Driver"
The top shipment's driver field will now display the driver dropdown.
Select your driver from this dropdown
You will now see all your selected shipments assigned to your driver.
Then click the "OK" check box on your top shipment.
This will dispatch all the shipments to your driver.
The shipments will now disappear off your Dispatch tab and will appear onto your Drivers tab.

Across the top of the Dispatch Tab, you will see the following:
Total trips - the total number of shipments currently on the Dispatch Tab.
The "Filter" field works as follows:
1. Type into the filter field.
2. Only shipments containing what you typed will be shown.
To sort by a column:
1. Single click the column header to sort by ascending order. When you do this, an up arrow will appear in the column header
2. Double click the column header to sort by descending order. When you do this, a down arrow will appear in the column header
To rearrange the columns, simply:
1. click the column header and hold the mouse button down
2. keeping the mouse button down, drag
3. then place the column header where you want it.
4. then release the mouse button
To scroll vertically, use the vertical scroll bar located on the right hand side of the screen.
To scroll horizontally use the horizontal scroll bar located on the bottom of the screen.
To zoom in or out, use the zoom bar located on the bottom right hand side of the screen.
If you double click on a shipment, it will open that shipment in the Shipment Entry Tab.

For shipments that have multiple package types and/or products contained in a package, you can:

Please Note

If there is no + beside the Shipment ID or the Package Type, then the shipment was not created with extra package types or contents

To change which columns are shown on a Dispatch tab, please do the following:

Click on "View Settings"
Then untick or tick a column in the "Choose visible columns for this tab" section
To select all columns, click the "Select All" button
To untick all the columns, click "Select None" button
When you have made your changes, click "Save Columns"
This will bring you back to the Dispatch Screen with your changes completed.
You will also now see a "Dispatch" and "Settings" tab across the top that will allow you to switch between the Dispatch Tab and its "Settings" tab.

To set when the Conditions fields displays Warn, Critical and Beyond, like this:

Then you need to edit your Service Levels.

Please read this help article: Service Levels

To filter what shipments are shown on the Dispatch Tab, please do the following:

Click on "View Settings"
On the right hand side of the "Settings" tab you will see a section labelled "Set Filters for this tab"
In this section, you will see all the Dispatch tab's column's listed.
Beside each column name, you will see the following fields
Beside a single column label, click on the "Condition" dropdown. For example, we selected the "PU Prov/State" column
1. "Equals" means shipments must have the exact value to be shown.
2. "not equal to" means shipments must not have that exact value to be shown.
3. "in" means shipments must have the whole word in a comma-delimited text ('bob' IN 'bob,frances,ajax') to be shown.
4. "contains" means the shipments must that value to be shown.
5. "Starts with" means the shipments must start with the value to be shown.
6. "Ends with" means the shipments must end with the value to be shown.
Select a condition. For example, we selected "Equals"
Enter in a value into the "Value" field. For example, we entered in "British Columbia"
1. you can enter in multiple values by separating each with a comma. For example, "British Columbia,Alberta"
Then tick the "Active" tick box.
Our example now looks like this:
Then click on the "Apply Filters" button located on the bottom of the screen.
This will bring you back to the Dispatch tab with the filter applied to your shipments.
For example, our Dispatch tab will now only show shipments with a "Pick Up Province or State" equal to "British Columbia"

To turn off an existing filter(s), please do the following:

Click on "View Settings"
Then in the "Set filters for this tab" section on the right hand side of the screen.
Untick the "active" check box for any filter you want to turn off
1. Before
2. After
Then click the "Apply Filters" button located on the bottom of the screen