Runsheets

SUMMARY / PURPOSE

 Use this article to search for existing runsheets or create new runsheets in the Web Portal.

OVERVIEW 

A runsheet is a list of consignments assigned to an employee or agent for pickup or delivery.

Use runsheets when:

• You need to assign multiple consignments to a driver or agent
• You want to optimize delivery routes
• You need to track operational tasks by employee

To access the Runsheet page, head to the menu ribbon at the top of the page and go to Transport -> Operational Tasks -> Runsheets

The Runsheet Filter page will be displayed:

    

On this page, you can search any Runsheet either by Runsheet Number, Assigned To name, Quantity and Weight by manually entering the details in the related column's blank field under the headers and then pressing the Enter key:

NOTE: You can also sort the data (by descending or ascending order indicated by the arrow's direction) via each column by clicking on the headers:

Ascending:

Descending:

        

You can also set Date Range by clicking on the Calendar section on the upper-right side of the page (see image below). Once you have selected the date you want, click on the Apply button.

Use the page selector at the very bottom of the page to scroll through the results if more than one page of results is there on this page:

   

If you want to see the details of a Runsheet, double-click on any Runsheet number which you want to see OR right-click and open in new window to achieve the same result, the Runsheet Detail page will come where you can see the Runsheet Info, Additional Info and Consignment detail as shown below:

 

On this page, you can add/remove the column result by clicking on Column Selector tab () on the left-side of the page above the headers.

CREATE A SEARCH FILTER

Filters allow you to save and reuse custom search queries.

1. Click the Filter button
2. The Edit the Current Search Filter window opens
3. Build your query using the dropdowns:
   • Select the Logic condition
   • Click Next
   • Select the Condition
   • Click Next
   • Enter your search value
   • Click Add Rule
4. Click Show Results to test the filter

(Optional) Check Shared Query to make the filter available to other users

For example, I wish to create a filter for all Runsheets assigned to an agent named Agent Orange. Follow the demo below:

1.  Select the Logic from the drop-down

2. Click Next

3. Select the condition

4. Click Next

5. Enter the name of the Agent, then click on the Add Rule button:

6. Once your query is complete click on the Show Results button which will determine if your query worked as expected (results will display if any present and the filter is setup correctly).

NOTE: You can also make the query as a shared query so that others may use this filter in your account. To do this on Edit the current search filter tab and click on the Shared Query checkbox, then click Show Results to save this change.

7. Once you've completed step 6, then the query can be selected from the list of saved queries and the filter now appears in the list as shown below:

    

CREATE A RUNSHEET

Start a new runsheet

1. On the Runsheet page, click Create New

2. The Runsheet Creation screen opens

                 

Assign consignments

1. Select the Source (Employee or Agent)
2. Select the assignee from the dropdown
3. Enter the Consignment Number
4. Click the Add button

5. The consignment appears in the table

6. Repeat until all consignments are added

The Sort column indicates the order they are in and thus what order the assigned user should do the run here you can drag and drop to re-order the consignments:

Generate optimal route (optional)

1. Click Auto Route to calculate the shortest route
   • Note: This button is only enabled when two or more consignments are added
2. Select the approximate departure time
3. Click Continue
4. A map displays the optimized route

 

IMPORTANT: Accurate address details are required for Auto Route to work correctly.

Release the runsheet

Click Release Runsheet when the runsheet is complete.

NOTE: Only release when all consignments are finalized and the runsheet is ready for the driver.
Once the Runsheet has been released, these jobs will automatically move in the driver's app from the LOAD page across to the DELIVERY page without the user needing to do anything. 

EXTRA INFORMATION

Once a consignment has been added to a Runsheet and thus is assigned to the selected employee or agent, it CANNOT be removed from the Runsheet you are creating unless you open that specific consignment up and re-assign it to another agent or user. This typically should not be an issue as the Runsheet create page is to be used when you know the correct agent or employee ahead of time.

NOTE: Any point-to-point jobs that are added to a Runsheet via this page will display BOTH legs of the consignment; you may see that a consignment appears twice. If so, this will likely be because it is a point-to-point job that contains both a pickup and delivery component. Having both legs display allows you to arrange each leg separately in an order that makes logical sense and is achievable by an employee or agent.

The Pickup column can be used to differentiate between the pickup leg and delivery leg.

In the above image, both lines are for the same consignment; the top line is the pickup leg and the second line is the delivery leg. This indicates that this is a point to point type consignment. 

NOTE: Assigning a pickup or point-to-point job to a driver/employee via the Pickup Allocation screen does NOT add the consignment to a Runsheet in the same way using the Runsheet Creation page.

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