WEBVTT

1
00:00:07.900 --> 00:00:13.308
The Shipments menu, in the sidebar, groups together all of the company's shipments.

2
00:00:13.308 --> 00:00:16.435
Expanded, it shows the submenu's two categories:

3
00:00:16.435 --> 00:00:18.064
In progress, and History.

4
00:00:18.064 --> 00:00:21.386
Let's see how the list is organized, its shortcuts,

5
00:00:21.386 --> 00:00:24.644
and what information each shipment's detail shows.

6
00:00:25.144 --> 00:00:29.324
History groups together the shipments that are already delivered or canceled.

7
00:00:29.824 --> 00:00:33.011
Let's go back to In progress, with the complete list.

8
00:00:33.511 --> 00:00:38.635
Each card shows the shipment code, logistics operator, branch, client,

9
00:00:38.635 --> 00:00:43.905
origin and destination, package count, delivery window, assigned driver,

10
00:00:43.905 --> 00:00:49.835
service type, and the current status, with its color — all with the same columns,

11
00:00:49.835 --> 00:00:51.738
so the list reads cleanly.

12
00:00:51.738 --> 00:00:57.228
Which columns show, and whether requirement tags like Urgent or Fragile are

13
00:00:57.228 --> 00:01:00.522
included, can also be configured per company.

14
00:01:01.022 --> 00:01:06.050
At the top, the toolbar: search, date filter, the Filters button,

15
00:01:06.050 --> 00:01:08.989
export to Excel, and refresh the list.

16
00:01:09.489 --> 00:01:12.869
The date filter lets you pick a range across two months at once.

17
00:01:12.869 --> 00:01:14.400
Let's close without applying.

18
00:01:14.900 --> 00:01:20.155
The Filters button opens a full panel — driver, store, service type,

19
00:01:20.155 --> 00:01:25.950
restrictions, shipment type, zones, date range, and also the status filter.

20
00:01:26.450 --> 00:01:31.920
The status filter lists each individual shipment status — Unassigned, Assigned,

21
00:01:31.920 --> 00:01:36.837
Prepared, Picked up, On the way, Delivered, Not delivered, and Canceled

22
00:01:36.837 --> 00:01:40.922
— and can be combined with the rest of the panel's filters.

23
00:01:41.422 --> 00:01:43.695
Let's close without applying any filter.

24
00:01:44.195 --> 00:01:49.289
Each row has its own checkbox — ticking one or more shows a bar with the selected count.

25
00:01:49.789 --> 00:01:55.051
The truck icon opens the driver list, to assign them to the selected shipments in one step

26
00:01:55.051 --> 00:01:57.156
— with their online status and tags.

27
00:01:57.656 --> 00:02:00.712
Let's close without assigning, and exit multi-select.

28
00:02:01.212 --> 00:02:04.085
Tapping a card opens that shipment's full detail.

29
00:02:04.585 --> 00:02:09.961
At the top left, the shipment number, with a shortcut to scan its packages' labels and

30
00:02:09.961 --> 00:02:12.212
verify they belong to this shipment.

31
00:02:12.212 --> 00:02:15.713
Below, the current status, and Edit status to change it.

32
00:02:16.213 --> 00:02:21.109
The menu shows the possible next statuses, based on the shipment's current status.

33
00:02:21.109 --> 00:02:27.080
Both the statuses and that flow between them are customizable according to each company's logistics.

34
00:02:27.580 --> 00:02:29.800
Let's close without changing the status.

35
00:02:30.300 --> 00:02:34.907
Further down, client, branch, logistics operator, and the delivery date.

36
00:02:34.907 --> 00:02:40.282
If the company has change review enabled, and there's one pending approval — client,

37
00:02:40.282 --> 00:02:45.529
package or destination —, it shows here too, with the option to request a new one.

38
00:02:46.029 --> 00:02:51.214
You can request a client, package, or destination change — it stays pending approval,

39
00:02:51.214 --> 00:02:53.105
it isn't applied automatically;

40
00:02:53.105 --> 00:02:57.131
that flow is explained in detail in another video. Let's close it.

41
00:02:57.631 --> 00:02:59.425
Further down, Attachments.

42
00:02:59.425 --> 00:03:03.979
Tapping a photo opens it full-size, with who uploaded it and when.

43
00:03:04.479 --> 00:03:06.386
We close the view and keep going.

44
00:03:06.886 --> 00:03:09.032
On the right, the Origin address:

45
00:03:09.032 --> 00:03:12.999
contact name, phone with a call button, and address comments.

46
00:03:13.499 --> 00:03:17.861
The pin icon opens the exact location in Google Maps, in a new tab.

47
00:03:18.361 --> 00:03:21.365
The map starts blurred — the eye icon reveals it.

48
00:03:21.865 --> 00:03:26.669
Below, the same information repeats for the Destination address, and on the right,

49
00:03:26.669 --> 00:03:29.832
the Status history with who made each change and when.

50
00:03:30.332 --> 00:03:34.825
Further down, Assigned driver shows the current driver's name and phone.

51
00:03:35.325 --> 00:03:39.507
The icon next to the name opens the same driver list we saw before,

52
00:03:39.507 --> 00:03:42.378
to reassign it without going back to the list.

53
00:03:42.878 --> 00:03:44.733
Let's close without reassigning.

54
00:03:45.233 --> 00:03:49.125
Further down, sales channel, shipment type, and service type.

55
00:03:49.625 --> 00:03:52.866
Comments lets you leave notes visible to the team.

56
00:03:52.866 --> 00:03:54.876
The plus button opens the form.

57
00:03:55.376 --> 00:03:58.398
The pin fixes the comment at the top of the list,

58
00:03:58.398 --> 00:04:01.913
and the lock marks whether it's private or can be shared.

59
00:04:01.913 --> 00:04:03.578
Let's close without saving.

60
00:04:04.078 --> 00:04:09.026
Further down, Requirements — tags like Urgent or Fragile —, and Packages,

61
00:04:09.026 --> 00:04:12.280
with each package's identifier, size and driver.

62
00:04:12.780 --> 00:04:14.217
Let's go back to the list.

63
00:04:14.780 --> 00:04:17.539
Let's also look at a shipment marked as Delivered

64
00:04:17.539 --> 00:04:21.311
— some fields only appear once the shipment reaches a final status.

65
00:04:21.811 --> 00:04:27.166
Below the status, whether the shipment is billable to the client and payable to the driver appear

66
00:04:27.166 --> 00:04:32.025
— they're only set once the shipment reaches a final status, Delivered or Not delivered.

67
00:04:32.525 --> 00:04:38.026
The same happens with a shipment marked as Not delivered — the same billing fields appear here,

68
00:04:38.026 --> 00:04:43.470
and also, next to Edit status, a button to recoordinate the delivery, specific to this status.

69
00:04:43.970 --> 00:04:49.639
Recoordinate lets you reschedule the pickup and delivery, with a date, times, and a comment.

70
00:04:50.139 --> 00:04:53.326
Let's close without rescheduling, and go back to the list.

71
00:04:53.826 --> 00:04:57.626
That's how you review the shipments list, its shortcuts,

72
00:04:57.626 --> 00:05:00.680
and everything an operator can do from there:

73
00:05:00.680 --> 00:05:05.567
filter by category or status, select several at once to assign a driver,

74
00:05:05.567 --> 00:05:10.453
check addresses, attachments, the assigned driver and packages, comment,

75
00:05:10.453 --> 00:05:15.000
change the status or recoordinate the delivery, or request a change

76
00:05:15.000 --> 00:05:17.579
— all of it according to the statuses,

77
00:05:17.579 --> 00:05:21.176
permissions and features each company has configured.