Welcome to the Logistik Technologies wiki. This documents all of the features of the Logistik Courier software package.

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Dispatching with Logistik Courier

This page serves as a comprehensive intro to dispatching with Logistik Courier. We've designed the dispatching experience with Logistik Courier to be familiar, fast, and very powerful.

Dispatching Dashboard

The default layout of the Dispatching Dashboard will include 4 modules: The Order List, the Order Details, the Map, and the Schedule. This dashboard can be edited to create a layout that best serves each employee in your team. See our “Custom Layout” section for more details regarding creating custom layouts.

The Order List

The order list (by default) will display all the active orders of your company. You can sort the list by clicking on any of the column headers. Clicking on any of the orders will pull the order details up in the “Order Details” module. Clicking on the action button within the order list will display a list of functions you can use within the Order List. These functions are:

  • Submit Order - This will open the order creation form within the current tab.
  • Dispatch All - This will dispatch any orders that are assigned, but not dispatched.
  • Advanced Search - This will bring up a modal, allowing you to filter which orders will be shown in the Order List.
  • Today's Open Orders - This loads a preset filter that shows all of the Open Orders for today.
  • Today's Unassigned Orders - This loads a preset filter that shows all of the unassigned orders for today.
  • Today's Orders - This loads a preset filter that shows all of todays orders, including finished orders.
  • All Open Orders - This loads a preset filter that will show any open orders, on any day.
  • Unassigned - This loads a preset filter that will show any unassigned orders, on any day.
  • Save New Filter - This will allow you to save an advanced search as a re-usable filter.
  • Load Filter - This will allow you to load a saved filter.
  • Expand View - This will expand the order list within this tab to a full page view, with an order details view.
  • Open in New Window - This will expand the order list into a new window.

The Order Details

The order details module will show all of the details of the selected order. The details of the order will be separated into “Cards”. These cards are used to compartmentalize important information into a readable format. Clicking on the action button within the Order Details will display the functions of the Order Details.

Functions

  • Submit Order - This will open the order creation form within the current tab.
  • Lookup by Order ID or Tracking Number - This will bring up a modal allowing you to search for an order based on the Order ID or Tracking Number. To search for an order, type the ID or Tracking number in the Order ID field and press enter. A list of any orders matching the criteria provided will populate below. To select an order from the list, click the ID.
  • Lookup by customer Reference Number - This will bring up a modal allowing you to search for an order based on the Customer Reference Number. To search for an order, type the reference number in the Customer Reference Number field and press enter. A list of any orders matching the criteria provided will populate below. To select an order from the list, click the ID.
  • Edit Order - This will make the order you are currently viewing editable.
  • Copy Order - This will copy the order you are currently viewing, and make the copy editable.
  • Cancel Order - This will put the selected order into a canceled status.
  • Expand View - This will expand the order you are viewing to a full page view.
  • Open in New Window - This will expand the order you are viewing into a new tab.

Cards

  • Order Details - The order details card includes all of the order wide details of an order. This includes: Order Status, Customer, Service Type, Package Type, Required Endorsements, Reference Number, Tracking Number, and special instructions. At the bottom of the Order Details card there is a button to review the calculated route for an order. This will include the mileage and the estimated travel time.

  • Driver - The driver card will show who the order is currently assigned, or dispatched to. By default, an order will be “Unassigned”. By clicking on the dropdown, a list of all drivers will populate into a list. From this list, you can select which driver to dispatch an order to. Upon selecting a driver, a modal will pop up verifying you've selected the correct driver. Within this modal, you're given the option to assign, or to assign and dispatch the order. Assigning an order will put the drivers name on the order, but will not send the order to the driver. Assigning and Dispatching the order will send the order to the driver. Once an order has a driver assigned, the drivers vehicle type will also display in the Driver card. If an order is assigned to a driver, but has not yet been dispatched, there will be a button to dispatch the order to the driver at the bottom of the card. Once an order is dispatched to a driver, you will have the ability to confirm the order for the driver, and the ability to send a text message with the order information to the driver. This is used for drivers that are not using the Logistik Driver App.

  • Origin - The origin card contains all of the information for the first stop of an order. This includes the address, stop status, availability, special instructions, package details, and contact information. At the top of the Origin Card you will see the time the order is available to be picked up. At the bottom of the Origin card, you'll find the status toggle for the stop. If the origin stop hasn't been completed, the toggle will say “Mark Picked Up”. If the origin stop has been completed the toggle will say “Mark Incomplete”. If you need to modify the time the origin stop was completed, click the edit icon next to the “Picked Up” Time. This will bring up a modal that will allow you to modify the date and time that the stop was completed.

  • Destination(s) - The destination card(s) is similar to the origin card. Destination cards will have one of three actions required: Delivery, Pick Up, and Pickup and Delivery. The default action required for a destination will be “Delivery”. The Pickup and Delivery, and Pick Up actions would be used in “Milk Run” type situations.

  • Billing Details - The Billing Details card includes a field to make notes regarding the billing of an order, The reference number the order will be billed as, and any internal notes you might have about the order. There is also order wide package information, such as weight, volume, and piece counts within this card.

  • Charges - The charges card has a list of any charges that have been added to the order, with details regarding said charges. You can add and remove charges, recalculate prices and commissions, and split commissions from this card. Clicking on the lock icon in the top right of the card will lock the charges for the order, while clicking on the lock icon next to a specific charge will only lock that specific charge.

  • Order History - The Order History shows who submitted an order, when it was submitted, who has most recently updated it, as well as when it was completed (if applicable). By clicking “Show activity log” you'll be presented with a full list of order activity. This will display any changes to an order, along with who made the change.

The Map

The Map serves as a quick reference to driver locations and order locations. By default, Logistik Courier uses Google Maps, however your company may select a different Maps provider.

Map Filters

The Map has the ability to show or hide your drivers, orders, and order routes. You can choose which of these objects will be displayed by clicking the action button, and either checking or unchecking the object you wish to toggle.

The Schedule

Section Coming Soon

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