Onboarding Hub - Step 26 and 27 Allocate a Delivery
Allocate a Delivery To a Driver
This article explains the main methods of allocating a delivery to an account user.
Page URL:
How to
Delivery Allocation via the Allocations page
The process for allocating deliveries via the allocations page follows the same workflow outlined in the Pickup Allocation help article: Link
The requirement before starting here is to navigate to Configuration > General > Global Setup > General Tab > Other:
Set to YES which will cause the Pickup Allocation page to convert to an Allocations page allowing for deliveries as well.
Delivery Allocation via Load Scanning
This method requires the app user to open the Load page within the app:
From here, scan the freight to be loaded:
Scan until all freight has been scanned.
Click Leave Depot when ready to start the run. This action moves all consignments to the Pickup & Deliver page in the app and generates a Runsheet in the portal, viewable as needed under Runsheet Filter.
Delivery Allocation via Runsheet Creation
To begin, navigate to the above Page URL which is located under Transport > Operational Tasks > Runsheets > Create New:
Choose the driver/agent to assign to:
Enter the consignment to assign to the nominated user/agent:
The consignment then appears in the allocated list:
The run order can be modified by clicking and dragging each row into the desired position. Once the consignments and run order are finalized, click Release Runsheet to assign the jobs to the designated user or agent.
For more in-depth information regarding this allocation method, please click here.
Delivery Allocation via the Planning Dashboard
This is an optional module that extends the core functionality of Transvirtual and is available at an additional cost. For more information on how the module works, click here. For pricing details, please contact support@transvirtual.com.
FAQs
Q: Can delivery allocation be automated?
Yes, this can be achieved via Auto Assignment rules.
Related Articles + Videos
Please see below links that provide more information on the content of this help article:
- https://support.transvirtual.com/portal/en/kb/articles/planning-tab
- https://support.transvirtual.com/portal/en/kb/articles/creating-a-runsheet
- https://support.transvirtual.com/portal/en/kb/articles/load-vehicle-by-scanning-qsg
- https://support.transvirtual.com/portal/en/kb/articles/allocation-controller
- https://www.loom.com/share/7449f27552e84990a663fced975a413a
- https://www.loom.com/share/d35998638a6c441584a25e428233de02
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