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Request 3rd Party Courier Assignment

With the Request 3rd Party integration feature in Route Planner On-demand, you can seamlessly request, book and track shipments using integrated courier providers, directly from your scheduling workflow. Choose from multiple courier options, compare pricing, service levels, and manage bookings from the Shipments grid in both Map View and Scheduling Board modules including monitoring the delivery status and progress in real time.

Note: Recent updates (v25.07 and later) introduce additional workflow flexibility, smarter tracking and improved user experience.


Requesting/Booking a 3rd Party Courier

You can use the Request 3rd Party courier integration in Route Planner On-demand to request, compare, and book external delivery services for eligible shipments. This capability is powered by FleetHub integration service, which connects Route Planner On-demand to supported 3rd Party couriers.


To ensure a shipment is eligible for 3rd Party booking, the following conditions must be met:

  • The shipment must be of type Delivery or Pickup.

  • The shipment must have a scheduled date that is not in the past.

  • The shipment must be unassigned from a route.

For all other shipment types or if the scheduled date is already passed, the Request 3rd Party option will not be available.


To request a 3rd Party courier:

  1. From Map View (Dispatch mode) or the Scheduling Board, go to the UNROUTED shipments tab.

  2. Right-click a shipment eligible for 3rd Party courier assignment.

  3. Select Request 3rd Party option from context menu.


  4. The Request 3rd Party window displays a sortable list of external courier options, and optional internal delivery cost.

    • If the Cost Profile feature is enabled, used, and a cost profile is assigned to an active vehicle record, you’ll also see an Internal Delivery Cost value. This value is optional and represents the estimated cost for delivering the shipment with your own fleet (for comparison purposes only).

  5. Sort by Cost (default), Provider or Service Type for quick comparison.


  6. Select any of the available providers.

  7. Click Book 3rd Party to confirm. A new 3RD PARTY tab is displayed in the Shipments quadrant and corresponding shipment is moved accordingly.


Interface Update (v 25.10)

The Request 3rd Party window has been redesigned for improved readability and faster decision-making.

  • The layout now displays courier options in card format with clear grouping of Service Type, Provider, and Cost.

  • A Best Price tag highlights the most cost-effective option.

  • The Sort By control has been refined for better alignment and clarity.

  • Overall spacing and data presentation are optimized for consistent comparison.

Note: These updates do not change the request workflow, only the interface layout and visual behavior.


Tracking and Reviewing 3rd Party Assigned Shipments

After booking a 3rd Party Courier, you can track and review shipment status and milestones from multiple points in the application. Whether you access shipments from Map View, Scheduling Board, Order Management and its related Search function, you can always drill into full delivery details via the Delivery tab or the Field Data dialog.


View from Map View, Scheduling Board, or Order Management

  • Double-click any shipment in the grid to open the View Shipment details window.

  • Go to the Delivery tab to view:

    • Provider Shipment ID

    • Driver and recipient

    • All delivery event timestamps and any images/signatures collected.


Finding and Reviewing Shipments Using Search Order

  • In Map View, Scheduling Board, or Order Management, use the Search Order function to locate shipments.

  • Enter your search criteria and click Search.


  • In the search results, double-click a shipment or click Edit/View to open the same shipment details window (with the Delivery tab and milestones).


Reviewing Detailed Delivery Events (Edit An Order > Delivery Tab)

  • In the Delivery tab, you can see every delivery milestone for the selected 3rd Party assigned shipment:

    • Provider Shipment ID

    • Driver and recipient

    • All milestone timestamps and any images/signatures collected




Field Data Items

For each 3rd Party assigned shipment, you can view a detailed log of all delivery milestones and timestamps by clicking Show Field Data (where available) in the grid or details window. This dialog shows every step, when the shipment was booked, when the driver arrived or departed, and when the delivery was completed.


Canceling 3rd Party Requests

To cancel a 3rd Party request:

  1. From Map View (Dispatch mode) or Scheduling Board, go to the 3RD PARTY or ALL SHIPMENTS tab.

  2. Right-click the booked shipment you would like to cancel.

  3. Select Cancel 3rd Party.


Managing 3rd Party Data and Exporting

Columns & Filters

Analyze and report on your 3rd Party Courier operations by adding key columns and filters.


To add or manage 3rd Party data columns:

  1. In Map View’s Shipments quadrant or Scheduling Board.

  2. Right-click on the column headers and select Choose Columns.

  3. Add Provider, Service, Cost, Status, and FleetLink Quote ID to your grid.

  4. Adjust the order as needed, then click Save.

  5. Use the grid's sort or filter functions to analyze shipments by provider, cost, or service type.


Exports

Export your shipment data, including all relevant 3rd Party fields.


To export 3rd Party assigned shipment data:

  1. Go to your exports or reporting module (e.g., Exporting Data from the main menu).

  2. Configure your export to include 3rd Party fields (Provider, Service, Cost, Status, FleetLink Quote ID) as columns.

  3. To exclude 3rd Party assigned shipments from your export, enable the Exclude 3rd Party Shipments in Export option in your export settings.

  4. Click Export to generate the file.


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