| Name | Role | Organization | TZ | Unit | Status | Last Login | Created |
|---|
| Label | Status |
|---|
| Company | Account # | Contact | City | Credit Limit | Terms | Status | Expiry | Days left |
|---|
| Name | Phone | Location | Billing account | Orders | My Customers | Status |
|---|
Enable Freight Brokerage in Subscription Portal for this tenant, then use the Freight surface for load pipeline work. Shared Admin areas: Company Information, Users, Customers, Zone pricing (lane pricing), and Finance.
| Driver | Employee # | License | Expiry | Vehicle | Plate | Region | Avail | Active Orders |
|---|
| Order # | Pickup Contact | Delivery Contact | Route | Date | Date P/Up | Date Del | Amount | Service |
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| Invoice # | Customer | Status | Total | Due | Due Date | Created |
|---|
| Name | Rate % | Description | Status |
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| Order | Vehicle Type |
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Each cell shows base price + per-zone-crossing rate. Click Edit to modify rates, fuel surcharge, tax, and minimum charge. If columns such as Nonstop or Next day show --, use Repair matrix once to create missing rule rows.
Distance, skids, weight, wait; insurance and appointment defaults.
Item types on orders (Package, Skid, Envelope, …).
| Order | Label | Status |
|---|
Rates assigned per customer; summed on orders.
| Name | Rate % | Status |
|---|
Gray numbers are the current position. Type a new position only on rows you want to move (1 = top), then click the blue Order heading to sort and save.
| Order | Name | Description | SLA (Hours) | % charge when selected | Flat additional | Status |
|---|
| Order | Name | Key | Max weight | Status |
|---|
Packages and add-on charges are on Vehicle rates (below the rate matrix).
| Invoice # | Company | Date | Due | Total | Paid | Balance | Status | By |
|---|
| Invoice # | Customer | Due | Due amount | Days past due |
|---|
Open follow-ups across invoices. Mark cleared when resolved.
| Invoice | Follow-up | Note | Created |
|---|
Add lines with a barcode (GS1, QR payload as text, or internal code) and optional order link. While the manifest is DRAFT, staff pick and pack in Orders → Warehouse Inbound. Move to PENDING_DISPATCH when that route is staged for the dock; then drivers load and deplete.
| Manifest | Status | Lines | Linked orders | WMS ref | Created |
|---|
Compares warehouse scan activity to delivered orders in a date range. Investigate large gaps (e.g. many scans vs few deliveries).
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When one inbound load feeds several outbound vans, open Split… on that manifest in the table above, select the lines for the first route, and confirm. The selected lines move to a new manifest; repeat for each van. Works while the manifest is DRAFT or Pending dispatch.
Each row is a bin the floor can put stock into. Seeded: STAGING (receive dock), BULK-01, PICK, DOCK. Use New location for every real rack slot (type STORAGE); the code is what operators select or scan in Operations → Warehouse Outbound.
| Code | Label | Type | Default recv | Default pick |
|---|
| # | Status | Ref | Lines | Recv/exp |
|---|
| Location | Type | Barcode | Qty | Updated |
|---|
| Region | Pickup Zone | Delivery Zone | Orders | Crossings | Avg Distance | Revenue |
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| Driver | Deliveries | Revenue | Avg Distance | Avg Crossings | Failures | Rate |
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| Username | Full name | Company | Login time | Total online time |
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| When | Channel | Order | Recipient | Subject / Preview | Status | Ext ID |
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| Driver | Latitude | Longitude | Accuracy | When |
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In SBSDispatch, every customer record is the billing identity; users sit one level below and link to a customer when the role is Customer (portal).
Map your legacy IDs with string external_key fields, then reference them from other rows (for example customer_external_key on users and orders).
Use Preview first (dry run). Checkboxes let you skip datasets you are not ready to import or relax validation when the source system omitted fields.
Load a file or paste JSON. Keys: meta, companies, tax_types, service_levels, vehicle_types, item_types, pricing_rules, customers, users, drivers, orders.
Run Preview to see validation output.