JDispatch Web Dashboard

How-To Guides for the JDispatch Web Dashboard

Dashboard

The JDispatch dashboard page provides you with a quick view of some key metrics on your delivery performance. These metrics are live and updated every 10 seconds.

KPI Cards

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Quick-glance KPI cards are shown at the top of the page. The KPIs listed are :

Performance Graphs

Below the KPI cards are some basic performance graphs

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Performance Tables

After the graphs are two tables highlighting delivery volumes by driver and customer

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Deliveries

Overview

The deliveries tab in JDispatch lists all outstanding deliveries from previous days, as well as any deliveries dispatched or delivered today.

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Features

Invoice PDF

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Clicking on the invoice number will open a .pdf copy of the selected invoice

Change Driver

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Clicking the edit icon next to the driver name for any undelivered transaction will present you with a drop-down to change the driver assigned to the selected invoice.

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Moving a delivery between drivers will add/remove that delivery from the device of the drivers involved and, for premium users, recalculate their routes

Change Delivery Status

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If you have opted in to see all 'In Progress' invoices, and your system is submitting in progress orders via the JDispatch API, you will have the ability to modify the status of a delivery. Clicking on the status button will present you with a listing of possible invoice statuses.

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In Transit and Delivered are not options here as traditional deliveries should be processed via our API. Any dispatch documents posted for a 'in progress' transaction will modify that transaction's status automatically.

Signature Recall

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For any delivered invoice, clicking on the status button will present you with a copy of the signature taken at time of confirmation. It will also display any name that was entered at time of confirmation.

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Delivery Location

This is a premium user feature

Both delivered and in transit transactions may have a small location icon button available. 

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Clicking on the location button will present you with an info window of the driver's current location for any transactions currently in transit, or the location where the invoice was confirmed for any transactions that have been delivered.

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Delivery Run Review

Run review will include markers for both deliveries and pickups on a selected run

You can optionally review the original optimized route by pressing theimage-1629411994804.pngicon

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This replaces the content of the delivery / driver location map and replaces it with the optimized route overlaid onto the map. Each stop is numbered based on it's optimized sequence, and the markers will change to green as the deliveries are completed. The blue location pin indicates where the driver currently is.

Delivery ETA

This is a premium user feature

Premium users also have a color-coded ETA badge on all in transit deliveries. If a delivery could not calculate an ETA due to a poorly formed address, a simple 'Unavail' message will show

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The ETA color coding has 4 color schemes:

Curbside Pickup

This is a premium user feature and requires additional setup prior to going live. If you are interested in utilizing JDispatch curbside pickup, please call us at 1-800-663-1978

Overview

JDispatch curbside pickup allows your customers to notify your dispatch team of their arrival and provides information to your dispatcher through the JDispatch web dashboard to allow them to bring product out to the customer and, optionally, take a signature.

Process For Customers

Wholesale Customers
Retail Customers

 

Pickups / Returns

Overview

This tab shows a listing of all outstanding pickups and allows you to create pickup requests. Pickups are used only within the jDispatch module at this time, and are a useful way to keep your staff informed of the status of warehouse pickups as well as keep tabs on core & warranty returns from customers.

Creating A Pickup

 

Adding items to a pickup request

Once a pickup is created, you can add additional items to the pickup request via the pickup listing

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Removing items from a pickup request

Once a pickup is created, you can remove items from the pickup via the pickup listing

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Change driver assigned to pickup request

Any pickup requests that have not been completely confirmed can have the assigned driver changed

View Pickups by Part number

You can optionally change the view of pickup requests to view the requests by part number in case you have a part number specific question you need answered.

Driver Communication

Overview

The his tab shows a small conversation box for each driver that has signed in, or had any deliveries or pickups assigned to them today.

Functions

The driver communication functions are one-way communication only. 

Typing a message in the box labled Type your message here and clicking the Send button will send a message to the driver and notify them much like a text message.

 

Using The Web Dashboard

Basic Usage Notes

Logging In, Menus and Navigation

Dashboard

Corporate Live Stats

Deliveries

 

 

 

Pickups

Driver Communication

Driver Location

Data Extracts

Delivery History

Register Phones

assigned.

 

 

 

 

 

 

 

Site Settings

 

Dashboard Settings

Mobile App Settings

User Profile

Admin Function

Overview

The admin section provides a number of functions used in the configuration and setup of the web dashboard

Corporate Live Stats

This page shows key metrics of all branches belonging to the JDispatch Sponsor

Customers / Suppliers

This page allows you to search key metrics specific to certain customers and/or suppliers. You can also add new suppliers here.

Viewing Customer Statistics

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To view a specific customer's info. Begin typing into the Enter Customer/Supplier Name field. Matching customers will display. Cick the desired customer and the cards below will update.

Adding / Changing Suppliers

From the main Customer / Supplier page, click the Create button to create a supplier or Edit button to edit an existing supplier

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In the modal that pops up, enter in the following:

Select Type - Select either Supplier or Customer
Account Number - Enter in a UNIQUE number for this customer and/or supplier you are adding
Name - Enter a name to show in the system
Phone Number - Enter a valid phone number. This can be used within the mobile app to call
Address - Key in a valid address. This will be used to provide route directions and optimization

Register Phones

This tab allows you to register phones and reassign devices. For more info on registering your phone for the first time, please refer to the jDispatch phone setup document.

To reassign a phone when drivers switch phones, simply find the unit number of the phone in question (Once a phone is registered, the unit number will always display in the app when opened). Drag the blue Unit button over to the box next to the drivers name who will have the device. When the green check appears, the device is assigned.

Site Settings

Dashboard Settings

These settings have a direct affect on how the dashboard operates and displays

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Mobile App Settings

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JDispatch Kiosk Settings

These settings are specific to the JDispatch Kiosk. A small, purpose specific, device that can be plugged into a TV or large display to report status of deliveries to warehouse staff

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Driver Warning / Stats

These settings are used in conjunction with the driver alert reporting.

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Curbside Pickup Settings

These settings are used when activating the curbside pickup feature

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User Profile

This panel is more for aesthetics and allows you to change your password.