JDispatch Web Dashboard
How-To Guides for the JDispatch Web Dashboard
- Dashboard
- Deliveries
- Curbside Pickup
- Pickups / Returns
- Driver Communication
- Using The Web Dashboard
- Admin Function
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
Quick-glance KPI cards are shown at the top of the page. The KPIs listed are :
- Deliveries Dispatched - Number of deliveries that have been dispatched with drivers today
- Delivery Confirmations - The number of delivery confirmations completed by your drivers today
- Orders Out For Delivery - The number of deliveries currently out with drivers
- Rush Deliveries* - The number of 'Rush' type deliveries dispatched today
- Avg Process Time - The average amount of time between when the order is taken and when the order is dispatched.
- Total Dollars Delivered - The total value of all deliveries confirmed today
- Delivery Efficiency* - The amount of deliveries that were confirmed within the optimized route ETA
- Avg. Delivery Window* - The average minutes between an optimized delivery ETA and when the invoice was delivered
* Denotes a premium user feature
Performance Graphs
Below the KPI cards are some basic performance graphs
- Deliveries by Day - Lists deliveries and confirmations by day, over the past week, working backwards from today left to right
- Deliveries By Hour - Volume of deliveries, by hour, for today between 7am and current time.
Performance Tables
After the graphs are two tables highlighting delivery volumes by driver and customer
Deliveries
Overview
The deliveries tab in JDispatch lists all outstanding deliveries from previous days, as well as any deliveries dispatched or delivered today.
Features
Invoice PDF
Clicking on the invoice number will open a .pdf copy of the selected invoice
Change Driver
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.
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
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.
- Received - Order has been received by the system, but no action has been taken yet
- In Pick - Item is currently in pick. At this point, you could modify the driver to a user who may be picking the order and it will show in the shipping kiosk mode
- Hold - The transaction is on hold. May be picked, but not yet ready for pickup. These items do not show on any devices
- Ready - The transaction is ready to be dispatched. Ready can be used for pickup deliveries where you have a tablet or similar device at your pickup counter. Any ready transactions assigned to a pickup 'driver' will display on that device
- Shipped - This is for non-delivery transactions and will close the transaction out. Once a transaction is marked as shipped, you can no longer modify the status.
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
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.
Delivery Location
Both delivered and in transit transactions may have a small location icon button available.
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.
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 the
icon
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
The ETA color coding has 4 color schemes:
- Black - Invoice has been delivered. Time displayed here is the time the invoice was delivered
- Green - On Time. The time shown is the ETA for this delivery, and the driver still appears to be on track to make the delivery
- Yellow - Close. The time shown is the ETA for this delivery, but the current time is with a 10 minute window before or after the calculated ETA
- Red - Late. The time shown is the originally calculated ETA, but it is now more than 10 minutes past the ETA.
Curbside Pickup
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
- Customer Texts: PICKUP
- System Responds: Hi, please enter your account number.
- Customer Texts their account number
- System Responds with a list of any orders currently ready for pickup, and asks them to enter their stall number
- Customer texts back with a stall number
- System responds: Thank You! We have notified our dispatcher and will be out to stall [STALL NUMBER] with your order(s) shortly. Please note that we may ask for ID to confirm pickup.
- The system will then post all of that information into the 'Curbside Pickup' screen, assigned to a 'pickup' driver associated with your branch. The pickup driver is usually assigned to a tablet running off the branch WiFi.
- From there, users of our phone system would get a page in to their dispatch area over the phone to let the dispatcher know that someone was waiting curbside. Not sure if that will be possible with your phone system. Possibly.
- Staff can then bring the invoices out, and take e-signature at the vehicle.
Retail Customers
- Customer Texts: HERE
- System Responds: Hi, please enter your order number.
- Customer Texts their order number
- This can be provided via email using the autoecat retail 'pick up in store' feature
- System Responds with the status of the order and, if it is ready, will as what stall the customer is in
- Customer texts back with a stall number
- System responds: Thank You! We have notified our dispatcher and will be out to stall [STALL NUMBER] with your order(s) shortly. Please note that we may ask for ID to confirm pickup.
- The system will then post all of that information into the 'Curbside Pickup' screen, assigned to a 'pickup' driver associated with your branch. The pickup driver is usually assigned to a tablet running off the branch WiFi.
- From there, users of our phone system would get a page in to their dispatch area over the phone to let the dispatcher know that someone was waiting curbside. Not sure if that will be possible with your phone system. Possibly.
- Staff can then bring the invoices out, and take e-signature at the vehicle.
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
- To create a pickup request, click the Create button in the top right corner of the Pickups / Returns - Today panel.
- Once clicked, the Add New Pickup Request modal will show
-
Start by selecting the type of pickup (Customer or Supplier/Warehouse), then select the customer or supplier they should be visiting. To pick a customer or supplier, begin typing in the name. A number of options should start to display. Once the one you wish to select is visible, just click on their name. - If it is a customer pickup and there are any drivers currently assigned a delivery to that customer, that driver will be automatically selected as the driver. You can change this. If there are no drivers currently scheduled to deliver products to this customer, please select a driver to assign the pickup to.
- In the information field, type in any notes you want to be visible to the driver when they view the pickup request on their phone.
- If there are specific parts to be picked up, you may enter them in the Items to be picked up As you type in the first field, another part field will appear.
- Clicking the Create button at the bottom will finalize the pickup request and send it to the selected driver. It will also appear in the pickup listing table
Adding items to a pickup request
Once a pickup is created, you can add additional items to the pickup request via the pickup listing
- Click the expand down button next to the pickup you want to add to
- Enter in part information such as part number, qty, PO and who is requesting the item
- Click the green plus symbol button to the right of the part entry row
Removing items from a pickup request
Once a pickup is created, you can remove items from the pickup via the pickup listing
- Click the expand down button next to the pickup you want to add to
- Click the red X button next to the item you wish to remove
Change driver assigned to pickup request
Any pickup requests that have not been completely confirmed can have the assigned driver changed
- Click the edit icon next to the driver's name on any delivery you wish to change
- This will present you with a drop-down of drivers to select. Once you select a driver, the pickup request will be transferred to that driver, and their device will receive a notification of the change
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.
- Click the List By Part button in the top right of the Pickups / Returns - Today panel
- This will change the pickup panel view to list the requests by part
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
- The jDispatch Dashboard acts as your portal to not only review and analyze your deliveries and delivery performance, but also communicate with your drivers, request part pickups and configure your jdispatch mobile application.
- This document will review all tabs of the dashboard, starting at the top.
Logging In, Menus and Navigation
- To log into your jDispatch dashboard, open an internet browser and go to http://www.jdispatch.ca.
- Each branch will have their own login.
- From there, your credentials are:
- Login: ___________/ Password: ______________
- Once logged in, the jDispatch dashboard menus are all found on the left part of the screen. To log out, click the red log out button in the top right corner.
Dashboard
- The main Dashboard tab is a quick snapshot of some key performance indicators.
- First are the ‘live cards’. The blue boxes along the top. These are updated as confirmations are sent back to the system, so you may notice the values change while you are viewing the page.
- Deliveries Dispatched: The is a count of how many deliveries have been dispatched today.
- Delivery Confirmations: This is the total count of confirmed deliveries for today.
- Out For Delivery: This is a count of how many deliveries are currently en route.
- Avg Process Time: This is the average time between invoicing and dispatch for any invoices beneath the ‘Rush Limit’ threshold (see the settings section for more info).
- Avg Delivery time: This is the average time between dispatch and delivery for any invoices beneath the ‘Rush Limit’ threshold (see the settings section for more info).
- Total Dollars Delivered: This is the total (to the nearest dollar) of invoices that have been delivered.
- Next we have the daily/weekly graphs. These are updated when the dashboard is launched and may need a page refresh to update.
- Deliveries By Day: This graph shows, by day, the deliveries and confirmations done in the past week
- Deliveries by Hour: This shows, by hour, the number of confirmed deliveries today.
- Deliveries by Customer: This is a table of all customers who have been delivered to today, the number of dispatched and delivered invoices and the average delivery time by customer.
- Deliveries by driver: This is the number of dispatched and delivered invoices by driver.
Corporate Live Stats
- This tab shows all of the ‘live cards’ for each branch in your organization. For a little friendly competition, the best delivery and dispatch times as well as highest dollars delivered will show in green, while the rest show in red.
Deliveries
- This tab shows a listing of all invoices that have been dispatched in the past 24 hours or had any action on them today. Each column can be sorted by clicking on the column heading. The customer, driver and status field can also be filtered by selecting a value from the drop down list in the heading, and the customer name can be filtered by typing into the text box in the heading.
- Delivered invoices will show the time of delivery, while in transit invoices show the current age of the invoice from time of dispatch.
- Clicking the green Delivered button will reveal the confirmation for that invoice. If it was signed for, a signature will be available.
- Clicking on the invoice number will open a .pdf copy of the invoice.
- The delivery listing will update every 20 seconds, so the content may change while you are viewing it.
- In the top right of the delivery listing panel is a ‘refresh’ button to force the table to refresh.
Pickups
- 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.
- To create a pickup request, you want to click the Expand button on the right side of the Create Pick-Up Request
- Start by selecting the type of pickup (Customer or Supplier/Warehouse), then select the customer or supplier they should be visiting.
- If it is a customer pickup and there are any drivers currently assigned a delivery to that customer, that driver will be automatically selected as the driver. You can change this. If there are no drivers currently scheduled to deliver products to this customer, please select a driver to assign the pickup to.
- In the information field, type in any notes you want to be visible to the driver when they view the pickup request on their phone.
- If there are specific parts to be picked up, you may enter them in the Items to be picked up As you type in the first field, another part field will appear.
- Clicking the Create Pickup Request button at the bottom will finalize the pickup request and send it to the selected driver. It will also appear in the pickup listing table.
Driver Communication
- This tab shows a small conversation box for each driver that has signed in, or had any deliveries or pickups assigned to them today.
- 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.
Driver Location
- The driver location tab is a map that shows where each driver currently is. The initial view of the map should contain all drivers that are currently out for pickups or deliveries.
- To the right of the map is a list of the drivers, by name. Clicking on any of these names will pan the map to that driver and open an info window for that driver.
- The driver’s info window contains the following:
- Their Name
- Their current speed
- Their last delivery, the invoice delivered, the time is was delivered and to whom it was delivered.
- The invoices they still have on board to deliver.
- A box to type a message and send it to them.
Data Extracts
- The data extracts tab allows you to do an extract of detailed delivery information for a given time frame, for specific drivers or customers.
- Select the date range, customer and/or driver. Only a date range is required.
- Once the information is entered, click the Extract Once the extract is complete, a small box will appear below the Extract button with a .csv file name. Clicking on this link will download the csv file to your PC.
- The csv file contains the following info:
- Invoice, Status, Branch, Customer #, Customer Name, Order Date, Dispatch Date, Delivery Date, Time to deliver, driver ID, Driver Name, Invoice Total, Recipient
Delivery History
- The delivery history tab allows you to do a quick search for deliveries, by day, without having to extract a file.
- Select a start and end date and click the Submit
- The Delivery history Listing panel will update with all deliveries for the date range provided. The table is sortable and filterable much like the delivery listing tab.
- Clicking the invoice number will give you a .pdf copy of the invoice, and clicking the green Delivered button will show the confirmation info and signature if applicable.
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
- Rush Order Time Limit: Changing this value will adjust what the ‘Live Cards’ on the kpi dashboard use as a time limit. This is aimed to help weed out dispatched invoices that shouldn’t be measured, such as stock orders.
- Timezone: This should be set for your current timezone and is used for display of times in the dashboard.
- Language: This setting controls the language for both the dashboard and all associated mobile devices.
Mobile App Settings
- Allow Confirmation Without Signature: Checking this option will enable the Confirm only button in the app. Meaning that the driver will not be forced to obtain a signature
- Activate GPS Tracking: This tells the mobile devices to submit their position to the jDispatch server. Disabling this will disable all map features.
- Require Recipient Name: Checking this will require that the driver type a name in when getting a customer’s signature.
User Profile
- This panel is more for aesthetics and allows you to change your password.
- Update Password: Key a new password in here, and repeat it in the Confirm Password box to update your user password.
- Homepage: This is not currently used.
- Logo: This is the logo that appears in the top left corner of the dashboard.
- Direct Access Link: This link can be used as a shortcut to allow counterstaff to access basic features of jDispatch without having to log in.
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
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
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
- Rush Order Time Limit: Changing this value will adjust what the ‘Live Cards’ on the kpi dashboard use as a time limit. This is aimed to help weed out dispatched invoices that shouldn’t be measured, such as stock orders.
- Estimated Time per stop (min): This value is added on to each delivery when calculating ETA times
- ETA Safety Padding (%): Each leg of a delivery is then multiplied with this percentage of padding built in when reporting ETA times
- Timezone: This should be set for your current timezone and is used for display of times in the dashboard.
- Language: This setting controls the language for both the dashboard and all associated mobile devices.
- Show 'In Progress': Display invoices with statuses of Received, In Pick and Ready within the dashboard
Mobile App Settings
- Confirm w/o Signature: Checking this option will enable the Confirm only button in the app. Meaning that the driver will not be forced to obtain a signature
- Activate GPS Tracking: This tells the mobile devices to submit their position to the jDispatch server. Disabling this will disable all map features.
- Require Recipient Name: Checking this will require that the driver type a name in when getting a customer’s signature.
- Optimize Routes: This will automatically optimize the delivery and pickup route round trip from the branch
- GPS Frequency: Frequency that the app will report it's time to the JDispatch server
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
- Show deliveries en route: Show current deliveries that are out
- Show live update map: Show a large, live updating map of all drivers and their current locations
- Show outstanding pickups: Include 'pick up' transactions in the kiosk listing of transactions
Driver Warning / Stats
These settings are used in conjunction with the driver alert reporting.
- Max Speed: Any speed reported to the JDispach server that is above this value will be listed in the driver alert reporting as an 'over speed' alert.
- Driver Max Stop: Driver's reporting in the same location for a duration longer than this value will be reported in the driver warning listing.
Curbside Pickup Settings
These settings are used when activating the curbside pickup feature
- SMS Phone Number: The phone number that users will text into to interact with your JDIspacth curbside module.
- Notification Page Number: An optional phone number that can have an automated message sent to when customers call in a pickup.
User Profile
- Update Password: Key a new password in here, and repeat it in the Confirm Password box to update your user password.
- Homepage: This is not currently used.
- Logo: This is the logo that appears in the top left corner of the dashboard.
- Direct Access Link: This link can be used as a shortcut to allow counterstaff to access basic features of jDispatch without having to log in.