Requests

Requests are the backbone of the Dispatching module. Requests are order product specific which means it is specific to a Location, Order, Product and date range.

Requests Dashboard

The Request Dashboard has 3 views that can be toggled by clicking the file tabs: Requests, Trucks, and Whiteboard.

At the top of any view of the Request Dashboard, you will find parameter filters and creation options

Region: Filter the listed requests down by the region

Status: Filter the listed requests down by Status

  • Active: Displays all Requests that have not been closed, including both active Requests and those on hold.

  • Open: Indicates that your trucks should be actively running loads for that Request. On the whiteboard, open Requests are green.

  • Hold: When a Request is placed on hold, trucks are not actively running loads for the Request but will resume at some point. On the whiteboard, Requests on hold are blue.

  • Pending: When a Request is created by a Customer User Log In the status is set to Pending, an internal user must update the status of the Request once it is deemed legitimate

  • Closed: The Request is complete. No more loads will be run. On the whiteboard, closed Requests are grey.

  • All: Show all Statuses

Date: You can enter a Custom Date range or use the Quick Date Range selectors.

Custom Date Range
Quick Date Range Selector

New Request: Creates a new request

Copy Request: If a request is selected (highlighted green), Copy Request duplicates the request as a new request. You can then modify the copied request.

Send Notification on Remove: Automatically notifies the driver that they have been removed from a request when they are removed.

Requests View

On the Request view, you will see a list of all requests relevant to the selected filters:

Request Level Actions

Alert: Prompts the user to enter a message to be sent to all assigned trucks

Edit: Navigates user to the Edit Request page for the selected request

Delete: Deletes the request. Only allowed if no tickets have been run on the request

Clicking the small triangle on the far left will expand the request, and show the haulers assigned to the request

Hauler Level Actions

Trucks: Opens the Add Trucks Menu

Resend: Resends the Request information to the assigned trucks

Print: Downloads the Dispatch Request PDF

Email: Automatically Emails the Dispatch Request PDF to the Hauler's Contact Email

Clicking the small triangle by the hauler on the far left will expand the request further, and show the trucks from that hauler assigned to the request

Truck Level Actions

Resend: Resends the Request Information to a specific truck

Alert: Prompts the user to enter a message to be sent to all assigned trucks

Edit: Opens the Edit Request Info for Truck

Delete: Removes truck from the Request

Trucks View

Add: Opens the Add Truck to Request Menu

Clicking the small triangle by the truck on the far left will expand the truck to show all assigned requests

Assigned Requests Level Actions

Resend: Resends the Request Information to a specific truck

Alert: Prompts the user to enter a message to be sent to all assigned trucks

Edit: Opens the Edit Request Info for Truck

Delete: Removes truck from the Request

Whiteboard View

Creating/Editing a Request

Region: Sets the Region for this request

Order: Sets the Order for this request

Customer: Automatically populates based on the selected order

Product: Sets the Product from the selected Order for this request

Save: Saves the Request and activates the Haulers and Requested Truck Types panels

New: Creates a new empty request

Close: Returns the user to the requests screen

Request Description: Describes the request so that operators/drivers are able to easily identify which request it is

Delivery Info: Generic information field that can be used to describe additional information about the delivery location or process

Address: The Delivery Address for this request

Reference #: Generic field for internal tracking of the request

Latitude/Longitude: Exact coordinates of the delivery location

Map: Opens a map that a pin can be dropped on to determine the Latitude/Longitude of a delivery location. Useful for deliveries that do not have exact street addresses

Duration: How long the Request is active for

  • All Day: 1 day

  • Multi-Day: continuous range of days

Request Date: Start of the Request

To Date: End of the Request (only available for Multi-Day Requests)

Time: The time of day the request starts

Quantity: Number of units/loads needed for this request

Quantity Type: Determines whether the Quantity entered will be tracked by Units or Loads

Status: Status of this request

  • Open: Indicates that your trucks should be actively running loads for that Request. On the whiteboard, open Requests are green.

  • Hold: When a Request is placed on hold, trucks are not actively running loads for the Request but will resume at some point. On the whiteboard, Requests on hold are blue.

  • Pending: When a Request is created by a Customer User Log In the status is set to Pending, an internal user must update the status of the Request once it is deemed legitimate

  • Closed: The Request is complete. No more loads will be run. On the whiteboard, closed Requests are grey.

Close on Complete: If enabled, the request will update its status to closed when the Quantity is fulfilled

Has Notes: If the order for this request has notes the View/Edit button will be enabled and will redirect the user to the Notes on the order

Add Trucks

Duration:

From Date: Start of the Request

To Date: End of the Request (only available for Multi-Day Requests)

Time:

Quantity: Number of units/loads needed for this request

Quantity Type: Determines whether the Quantity entered will be tracked by Units or Loads (Drop Down Menu next to Quantity)

Priority Level:

Remove on Complete: If enabled, the truck will be removed from the request when the assigned Quantity is fulfilled

Truck Message: Custom message that will be sent to the driver

Alerts

Please Enter Your Message:

Edit Request Info For Truck

Duration: How long the Request is active for

  • All Day: 1 day

  • Multi-Day: continuous range of days

Request Date: Start of the Request (From Date)

To Date: End of the Request (only available for Multi-Day Requests)

Time: The time of day the request starts

Quantity: Number of units/loads needed for this request

Quantity Type: Determines whether the Quantity entered will be tracked by Units or Loads

Priority:

Remove on Complete: If enabled, the truck will be removed from the request when the assigned Quantity is fulfilled

Truck Message: Custom message that will be sent to the driver

Add Truck to Request

Requests:

Duration: How long the Request is active for

  • All Day: 1 day

  • Multi-Day: continuous range of days

From Date: Start of the Request

To Date: End of the Request (only available for Multi-Day Requests)

Time: The time of day the request starts

Quantity: Number of units/loads needed for this request

Quantity Type: Determines whether the Quantity entered will be tracked by Units or Loads (Drop Down Menu next to Quantity)

Priority Level:

Remove on Complete: If enabled, the truck will be removed from the request when the assigned Quantity is fulfilled

Truck Message: Custom message that will be sent to the driver

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