Futile Pickup Review

Summary / Purpose

Use this article to review pickups marked as futile by drivers and take appropriate action.

This guide explains how to enable the Futile Pickup Review feature, access the review page, and process futile pickups.

Overview

A futile pickup occurs when a driver cannot complete a pickup (e.g. the sender did not have freight ready when the driver arrived for the pickup) and marks it as futile in the mobile app.

The Futile Pickup Review page allows you to:

• Review each futile pickup
• Decide whether to rebook, charge, or cancel the consignment
• Create separate charge consignments if needed

Use this when:

• Drivers mark pickups as futile
• You need to review and action unsuccessful pickup attempts
• You want to charge for failed pickup attempts

Before You Begin

Ensure the following prerequisites are met:

• Access to Configuration > General > Global Setup
• Appropriate user permissions to modify system settings
• Appropriate user permissions to action consignments

2. Scroll down and search for the "Pickups Futile Require Review" setting:

3. When you enable this setting, you can see that another page for Futile Pickup will be visible when navigating to Transport > Administration > Futile Pickup as shown below.

This article will detail what this page looks like and how to use it.

Step-by-Step Instructions

1. To see the futile pickup review page, click Futile Pickup Review from the menu (in the previous image above). A screen like the below appears:
   
2. There are two consignments in the list here. The details for the futile pickups appear on the right side of the page as shown above.
3. On the futile pickup detail screen, you can see the basic details below:
   • Consignment Number: The consignment number.
   • Customer: Customer name.
   • Sender/Receiver Information: Sender and receiver name and address.
   • Item/Description: Item name and its description.
   • Driver Notes: The notes the driver entered about why they marked the job as futile.
4. Create a Charge Consignment: Toggling this will create a separate consignment to be used for charging purposes.
   

   For example, if you need to charge for the futile pickup attempt and are still going to re-attempt the original pickup, select this toggle. Doing this creates a new consignment assigned to that customer and assigns the appropriate charge to it. The original pickup consignment is still available to charge the original consignment price. This is a good way to ensure you charge for each pickup attempt you make.

   To use this, enable the toggle in the Yes position, then select one of the four buttons from pickup actions as shown below.

   
5. Doing this removes the original pickup from the grid, and a pop-up appears at the top indicating the new consignment number as shown below.
   
6. On the futile pickup detail page, at the bottom of the page, there is a section for Pickup Actions which helps you re-book this futile pickup, or delete the consignment. The Pickup Actions section has the following buttons:
   
   • Rebook Today/Tomorrow: When you click Rebook Today or Rebook Tomorrow, the consignment re-assigns itself to the previous driver that marked the job as futile and appears on their device.

     Note: Once you click one of these, the consignment disappears from the list, as it is no longer futile and you are going to re-attempt it. If you leave the consignment un-actioned (do not review from this page), the consignment re-assigns to the previous driver that marked the job as futile and appears on their device — the system assumes you will re-attempt the job unless otherwise stated.

   • Clear PU/Delete Consignment: This button cancels/deletes the selected consignment.

     Important: Only use this button if the consignment is no longer required — for example, if it was raised in error and that is why the driver was unable to complete the pickup.

     Important: Use Clear PU/Delete Consignment with caution.

   • Clear PU/Retain Price: This button removes the pickup flag from the consignment and puts the consignment on Hold while maintaining the price for charging purposes — for example, if you are not going to re-attempt the pickup but still need to charge the customer. You can then action the consignment accordingly from here.

     Tip: If the consignment needs to be re-assigned, do so manually using the consignment history tab or the pickup allocation screen.

7. To learn how the futile pickup works in the mobile app, see the Delivery Issue section.