Dispatchers, drivers, and everything in between.
You are the super user. You are here because you want to check off a list to setting up Yojee. You have tried logging in, you know how the user interface looks like and how to use it, but you need step-by-step instructions. Structured and systematic means nothing gets left out. Yes? Awesome!
Let's jump right in and get started. Here are the steps:
- Setting up your service offering
- Guiding flow of information
- Designing your dispatching workflow
- Test drive with an order
- Inviting other users - dispatchers, drivers, partners
Setting up your service offering
First things first, let's look at setting up some basic master data. We want to make sure everything's in order before letting anybody else into the system - so that everything starts off looking as relevant as possible.
A good way of looking at this setup is to look at the different logistics services that you are currently offering your customers. If you want to set some priorities around which services should be first in line for streamlining, this is the right time! This will go a long way in making sure the rest of your team are equally focused in getting some early success.
- Service types - This is the different categories of movement you want to allow in your logistics operations. This is the "how" movements are done. Some service types dictate how urgent the movement is (e.g. express vs. ground vs. next day delivery). In other cases, service types can serve as an internal reference to the cross docking or cross border needs of the work required. If a customer demands for a specific vehicle type as part of their request, a service type can also represent this requirement.
- Item types - This is the different cargo types (or payloads) that you will accept for your logistics operations. For example, if your operations are related to container haulage, you might be looking at different container sizes.
- Address book - You do not need to fill in every address you want to use into the address book. However, filling in the address book can be useful if you have a number of addresses which you use regularly. By filling in the address book, you can improve the consistency of the address location process especially if:
- Addresses used are repetitive and manually entered in large volumes
- You operate in a specific region where address names are partially ambiguous or entry points to the address are not as accurate as you would like them to be.
Once you're done with the data above, you are now prepared for order entry. A regular user can now come along and create an order using the service type, item type, and address locations that we have set up.
Guiding flow of information
Providing visibility into your supply chain is likely one of the benefits for adopting Yojee. To ensure the right level of visibility is achieved, take a moment to consider if you have answers to each of these questions:
- Who are the actors in my supply chain?
- When and how do these actors need to be notified?
- What should be the content of the message to ensure focused execution?
- Who are the stakeholders that need to be informed?
All figured out? Perfect! Now let's see how you can set that up in Yojee. Yojee provides many ways to manage information flow in your supply chain:
- Booking portal
- User saved filters
- Adding partners to your network
- Configuring app actions
- Email and SMS notifications
- Tracking page
- Digital POD, waybills and invoicing
In Yojee, the terminology of "sender", "orders", "items" and "tasks" are used regularly. Developing the right understanding of these terminology is essential in using Yojee effectively. This article provides a concise overview of the Yojee terminology.
Designing your dispatching workflow
If you have reached this point in the guide, you deserve a 5 minutes break!
We are done with defining your various products and how information flows in your supply chain. What remains is the best part - how you will empower your dispatcher to take meaningful decisions in your day to day operations.
This section is titled "Designing your dispatching workflow". Why do we want to "design" it? This is because every customer uses Yojee differently, and this also applies to the dispatching features.
There are many different ways in which tasks can be processed. Tasks can be assigned to drivers, transferred to partner companies, or even directly marked as completed by the dispatcher.
Optimisation capabilities are available to help the dispatcher analyse the tasks and suggest an efficient route for execution.
Remember to take notes of the dispatching workflow you designed so that you can share it later to the rest of your team!
Test drive with an order
You now have all your data built up, but not yet your confidence. It is time to take your setup for a spin!
- Create a few orders, review the tasks created
- Dispatch tasks using your workflow and assign them to drivers
- Execute tasks using the Yojee app, experiencing the app actions you have set up
- Reviewing the notifications, reports and documents to see if everything lines up. You can easily modify the notification message to suit your business context.
Inviting other users - dispatchers, drivers, partners
Your setup is now complete!
When you're ready, invite your other users and share any content that you have created or have found useful.
Remember that you or your team will be able to refer to knowledge base articles or reach our support team through the chat function!