With Properties Profiles, you can manage vehicle and driver attributes efficiently. These profiles include customer properties, shipment attributes and shipment service type items, ensuring that shipments are assigned to the most suitable vehicle or driver for fulfillment. When combined with shipment data and matching attributes from inbound integrations, Properties Profiles enhance optimization and manual routing, streamlining the dispatch process.
Properties Profiles are applied differently depending on whether they are assigned to a vehicle or driver:
Vehicle Profiles help ensure the correct vehicle is selected based on its attributes.
Driver Profiles support both automatic and manual driver assignment, ensuring compliance with routing requirements.
The system provides visual notifications in the Map View to highlight any assignment conflicts, allowing for quick resolution.
Managing Properties Profiles
To create a new Properties Profile:
Navigate to Configuration > Properties Profiles.
Click Add.
Enter a name for the profile.
Click "I have verified this information to be correct" and then Add. The system will redirect you to the Properties Profiles page, displaying the newly added profile alongside existing ones.
To add specific attributes to the profile:
Click Edit next to the profile.
From there, click Add to create and assign a property to the vehicle.
Select an attribute type from the dropdown. This value represents the attributes that the vehicle is capable of servicing, or that the driver can perform. Available options are Shipment Attributed and Shipment Service Type.
For Shipment Attribute, select Delivery Class or Class from the dropdown and define a value.Click "I have verified this information to be correct" and then Add. If the operation is successful, the system will refresh the window and display the value(s) defined for the profile.
To edit an existing Property Profile:
Click Edit next to the profile name, modify values, and click Save.
Click Edit All Properties to access a grid with all existing properties for the profile, click Edit on the desired ones, modify values and click Save.
To delete a Property Profile:
Select the checkbox next to the profile.
Click "I have verified this information to be correct" and then select Delete Properties Profiles.
To assign a Properties Profile to a vehicle:
From the main menu, select Configuration.
Click the Vehicles link.
On the Vehicles page, click Edit to access the vehicle form.
Select an existing profile from the Properties Profile dropdown.
If applicable, click Edit to access the profile details. Make any necessary changes and save them to go back to the vehicle form.
Click "I have verified this information to be correct" and then Edit Vehicle to assign the properties profile to the vehicle.
To assign a Properties Profile to a driver:
From the main menu, select Configuration.
Click the Users link.
Go to the Driver Users section on the Users page and click Edit to access a driver form.
Select an existing profile from the Properties Profile dropdown.
If applicable, click Edit to access the profile details. Make any necessary changes and save them to go back to the driver form.
Click "I have verified this information to be correct" and then Edit User to assign the properties profile to the driver.
Adding New Properties to Vehicles
To add properties to a vehicle:
From the main menu, select Configuration.
Click the Vehicles link.
On the Vehicles page, click Properties to access the existing properties assigned to the vehicle.
From there, click Add to create and assign a property to the vehicle.
Choose an attribute type from the dropdown. This value represents the attributes that the vehicle is capable of servicing. Available options are Shipment Attributed and Shipment Service Type.
For Shipment Attribute, select Delivery Class or Class from the dropdown and define a value.Click "I have verified this information to be correct" and then Add. If the operation is successful, the system will refresh the window and display the value(s) defined for the vehicle.
A warning message will indicate whether the shipment service type already exists for the vehicle, preventing you from adding the property.
Repeat the operation to add all necessary properties.
Click Close to go back to the Vehicles page.
To delete a vehicle properties profile:
From the main menu, select Configuration.
Click the Vehicles link.
On the Vehicles page, click Properties to access the existing properties assigned to the vehicle.
Click the box of the properties you wish to delete.
Click "I have verified this information to be correct" and then Delete. The system will refresh the window and display the value(s) defined for the vehicle.
Viewing Vehicle Properties on the Vehicles Page
All the property sets defined are displayed in the appropriate field within the Configuration - View Vehicles page. The field will display the attribute name or "Multiple" if applicable.
Click the Multiple link to display the assigned properties in a pop-up.
Viewing Vehicle Properties Profile Notifications
When vehicles are incorrectly assigned, a visual notification is displayed on the Map View page in the Map and Routes panes.
Adding New Properties to Drivers
To add properties to a driver:
From the main menu, select Configuration.
Click the Users link.
Go to the Driver Users section on the Users page and click Properties on a driver record. The system displays the existing properties assigned to the driver.
From there, click Add to create and assign a customer property to the driver.
Choose an attribute type from the dropdown. This value represents the attributes the driver can perform. Available options are Shipment Attributed and Shipment Service Type. For Shipment Attribute, select Delivery Class or Class from the dropdown and define a value.
Click "I have verified this information to be correct" and then Add. If the operation is successful, the system will refresh the window and display the value(s) defined for the driver. A warning message will indicate whether the exact property already exists for the driver, preventing you from adding the property.
Repeat the operation to add all necessary properties.
Click Close to go back to the Users page.
To delete a vehicle properties profile:
From the main menu, select Configuration.
Click the Users link.
Go to the Driver Users section on the Users page and click Properties on a driver record.
Click the box of the properties you wish to delete.
Click "I have verified this information to be correct" and then Delete. The system will refresh the window and display the value(s) defined for the driver.
Viewing Driver Properties on the Driver Page
All the property sets defined are displayed in the appropriate field within the Configuration - Users - Driver Users page. The field will display the attribute name or "Multiple" if applicable.
Click the Multiple link to display the assigned properties on a popup.
Viewing Driver Properties Profile Notifications
When drivers and/or helpers are incorrectly assigned, the application will display visual notifications on the Map View page in the Map and Routes panes.