Dispatch 2

1. Shipment History

• Accessing Shipments:
  • Released shipments are removed from the active load sort on the homepage.
  • To access any shipment, enter the PRO or reference number in the search bar at the top right of the screen.
  • If you don't have the PRO or reference number, use the "All Shipments" page. Filter options for released and voided loads are available on the left side of the screen under "Shipments."

2. Split Screen

• Functionality:

  • The Split Screen feature allows users to work on a shipment from the active shipments page without fully opening the load.
  • To activate, click the Split Screen button at the bottom right corner.
  • View and manage loads by clicking on the rows in the Split Screen window. You can open, repeat, void, release, or save the load from this view.
  • To exit, click the "Close Split" button at the bottom right of the page.

• Customization:

  • Customize the Split Screen view using the Split Screen Template within the Template Library. Details on customization will be covered later.

3. Batch Tasking

• Using the Batch Manager:
  • The Batch Manager allows updating up to 9 loads simultaneously. Select loads by checking their respective boxes and choose the task (e.g., covering, uncovering, voiding) from the Batch Task menu.
  • Tasks include covering, uncovering, voiding, releasing, updating rates, updating roles, generating a CSV, and uploading a CSV.
  • Follow the pop-up instructions to complete the task. After saving, the page will indicate success or provide error feedback.

4. Repeating Shipments

• Process:
  • To repeat a shipment, open the PRO tab and click the "Repeat" button.
  • Set the number of repetitions, start date, frequency (e.g., daily, weekly), and whether to cover with the same or different carrier.
  • Decide if you want to copy the line, haul, accessorials, vendors, and carriers from the original load.

5. Uncovering Shipments

• Removing a Carrier:
  • To uncover a shipment, go to the Carrier Information module, select "Uncover," and choose a reason for cancellation from the drop-down menu. Enter notes if needed and confirm to remove the carrier.

6. Truck Ordered Not Used

• Handling:

  • Apply a "Truck Ordered Not Used" status if a truck was ordered but not used. This allows the shipment to be completed, and the carrier can still be paid.
  • To apply, check the box in the Shipment Requirements section and update the carrier line haul to reflect the additional expense.

• Assigning a New Carrier:

  • If a new carrier is needed, uncover the original carrier and enter the new one in the Carrier module. Add the "Truck Ordered Not Used" as an accessorial in the Rates module.

7. Voiding Shipments

• Process:
  • To void a shipment, use the dispatch page's taskbar. Voiding is permanent, and the PRO number cannot be reused. Voided shipments can be reviewed under "All Shipments."

8. Template Library

• Customizing Views:
  • Access the Template Library under "More > Template Library." Create or modify templates for active shipments, dispatch, or split screen views.
  • Default views are uneditable, but you can copy and modify existing templates.
  • Save changes or exit the builder to apply your new layout.

9. Rate Confirmation Options

• PDF Rate Confirmation:

  • Sent as a PDF attachment at no cost.

• E-Signature Rate Confirmation:

  • Allows carriers to sign electronically for $0.25 per signature.

• Automated Rate Confirmation (ARC):

  • For $0.50 per ARC, it automates the signing process and updates Aljex. E-signature is required for ARC.

10. Advanced Rate Confirmation Options

• Multiple Carriers/Vendors:

  • Send rate confirmations to multiple carriers/vendors with different rates. Use the "Advanced Options" to select picks, stops, and carriers.

• Limiting Rate Confirmation Details:

  • Customize details shown in rate confirmations, including pick-up and drop-off locations, contact information, and appointment notes.

11. Notifications

• Automated and Custom Notifications:
  • Manage notifications through the Bell icon at the top of the page. Activate or create notifications for updates.
  • Customize by adding external users, attaching documents, and including additional details.

12. Smart Search

• Sourcing Capacity:
  • Utilize Smart Search for internal and third-party data. Requires subscriptions for third-party services like MacroPoint Capacity and load boards.
  • Set defaults and search radius for results.

13. Additional Forms

• Generating and Sending Forms:
  • Use additional forms for customer, carrier, and intermodal needs. Options include generating PDFs, emailing forms, or sending with E-signature.

14. Bids

• Managing Bids:
  • View and manage carrier bids through the Inter Bids link. Enter manual bids as needed.

15. Roles Library

• Managing Roles and Permissions:
  • View, update, create, and assign roles. Configure permissions for various actions and features within Aljex.

16. Custom Highlights

• Customizing Highlight Colors:
  • Set highlight colors for load statuses and exceptions through "Settings > Global Settings > Highlight Colors." Update and refresh the active shipments page to see changes.

For further details on any of these features, refer to the respective sections in the Aljex documentation or reach out to your support team.