Table of Contents
Order Definitions
- S-Order (Shipper Order) – Order placed in RunBuggy Marketplace to move vehicles – Vehicle(s) can be put on a single truck or split into multiple trucks. Each Shipper Order can contain one or many Transportation Orders.
- T-Order (Transporter Order) - a Whole load on a truck (can combine vehicles from different Shipper Orders) . Each Transporter Order can contain one or many Vehicle Transfer Orders.
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V-Order – A single vehicle (each VIN/Vehicle will have its own order number)
Transportations Configurations and Reports
- Under Transportations, there are 2 types of configurations and 6 reports based on T-Status.
- Configurations
- Card Configuration
- Grid Configuration
- Configurations
- Transportations Reports
- Available
- Unassigned
- Assigned
- Completed
- On Hold
- All
- Within both configurations, there are 2 types of Views
- List View – Data only
- Dual View – Data and map
Card Configuration
- Sorting, searching and filtering in Card Configuration is much more limited than Grid Configuration.
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Search: See the Transportations Report Types section for Card search parameters for each report tab.
- Easiest to search for very specific information (Payer name, Address, VIN, etc.).
- Sort: Shippers can organize cards by Creation Date, Status, and Reference Number. This setting is VERY IMPORTANT. Card Configuration is sorted by Creation Date by default, so it may appear that orders are missing from each “Status” section until you change how it is sorted.
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Search: See the Transportations Report Types section for Card search parameters for each report tab.
- Transporters can sort cards differently:
- Featured (default) – Sorts orders by Recommended level (highest to lowest), Available (Priority), and then Priority Score (highest to lowest).
- Best Rate per Mile – Sorts orders by highest to lowest payout per mile rate.
- Highest Payout – Sorts orders by highest to lowest payout value.
- Closest Pickup Location – Sorts orders by closest to furthest pick up location from the transporter’s current location.
- Shortest Order Distance – Sorts orders from shortest to longest order distance.
- Longest Order Distance - Sorts orders from longest to shortest order distance.
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Arrow button: sort newest to oldest or oldest to newest
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Arrow button: sort newest to oldest or oldest to newest
- View an order’s details in Card Configuration by clicking the ID number at the top left, or click the 3 dots menu at the top right then “Order Details.” You can also Modify, Cancel, Unclaim, Assign to Driver, etc. from this menu depending on the order’s current status.
Grid Configuration
- “Search by any parameter” at the top left searches the table information.
- To search within a specific column, you MUST first click the header for that column. If you don’t click the column you want, it will search against ALL columns viewable in the table.
- To search within a specific column, you MUST first click the header for that column. If you don’t click the column you want, it will search against ALL columns viewable in the table.
- “Search” within the Columns and Filters tabs on the right searches for columns and filters you can add to your table.
- Columns you add to the table will automatically be added at the far right. You can drag columns to reorganize them.
- To use a Filter, make a selection and then click “Apply.”
- Each column can also be searched/filtered by clicking the menu (3 horizontal lines) at the top right of each column.
- Within Transportations, you can also group your report by clicking a column header and dragging it to the grey bar at the top (“Drag here to set row groups”). For example, you could drag the header for “T-Status” and this will group all the orders by status.
- “Refresh” at the top right loads new info/orders that may have been added while viewing your table. Your current settings will remain in place.
- Default table settings are defined by your company’s Admin. Users can modify their tables (adding/removing/moving columns, etc.) but those changes are only for YOUR account. Click the “Reset Table Settings” button at the top right to view your company’s default table settings. If the Reset button is greyed out, you are already viewing the default settings.
- “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.
- For a quick view of an order’s details, click the little arrow next to the order’s T-Reference Number. You can close the quick view by clicking the arrow again.
- For a more detailed view, click the blue paper icon at the left of the row, then “Order Details.” You can also Cancel, Unclaim, Assign to Driver, Put On Hold, etc. from this menu depending on the order’s current status.
Transportations Report Types
Available
- Includes all orders with the T-Status Available and Available (Priority)
- Grid View: Shows and can search all Available orders for all time.
- Card View: Shows and can search all Available orders for all time.
Unassigned
- Includes all orders that are Claimed but Unassigned or Rejected.
- Grid View: Shows and can search all Claimed orders for all time.
- Card View: Shows and can search all Claimed orders for all time.
Assigned
- Includes the following T-Statuses:
- Attached
- Accepted
- Arrived
- Assigned
- Provided ETA Dropoff
- Vehicles Delivered
- Vehicles Picked-up
- Signature Picked-Up
- Grid View: Shows and can search all orders (with the above statuses) for all time.
- Card View: Shows and can search all orders (with the above statuses) for all time.
Completed
- Includes the following T-Statuses:
- Completed
- Payout Complete
- Payout Processing
- Vehicles Delivered
- Vehicles Signature Delivered
- Grid View: Use date selector at top to view and search Completed orders in daily, weekly or monthly increments. You must have the correct date range selected to view your desired search results.
- Card View: Shows and can search orders created/completed within 30 days.
On Hold
- Includes all orders with the T-Status On Hold or Under Review.
- Grid View: Shows and can search all On Hold or Under Review orders for all time.
- Card View: Shows and can search all On Hold or Under Review orders for all time.
All
- Grid View: Use date selector at top to view and search all orders in daily, weekly or monthly increments. You must have the correct date range selected to view your desired search results.
- Card View: Shows and can search all orders created within 30 days.
Tasks
- Task reports do not have default settings from the company’s Admin. Each user’s task settings can be different.
- Within Tasks, similar to Transportations, you can add columns and filters using the buttons at the far right. Each column can also be searched/filtered by clicking the menu (3 horizontal lines) at the top right of each column.
- Within Tasks, you can also group your report by clicking a column header and dragging it to the grey bar at the top (“Drag here to set row groups”). For example, you could drag the header for “T-Status” and this will group all the orders by status.
- Click the eyeball icon to the left of each order to open the task log and view or modify order details, tasks, status, notes, etc.
- Once you click the eyeball icon to open a task log, you can also click the “Order Details” button at the top left to open a third window that shows and allows you to edit Order Details.
- For Tasks, the blue dots to the left of each order indicate if a task has been viewed by anyone or not. Blue dot = viewed, no blue dot = not viewed. There is no way to reset the blue dot.
- To export tasks, right click in the table and click “Export.” This report only downloads tasks that are LOADED on the current table you’re viewing. To download more tasks, scroll down on the table so they load.
VINs (Administrator Views)
- Some VINs appear multiple times because they have been on multiple transports.
- Within VINs, like Transportations, you can add columns and filters using the buttons at the far right. Each column can also be searched/filtered by clicking the menu (3 horizontal lines) at the top right of each column.
- Within VINs, you can also group your report by clicking a column header and dragging it to the grey bar at the top (“Drag here to set row groups”). For example, you could drag the header for “V-Order Status” and this will group all the VINs by Status.
- “Search by any parameter” at the top left searches the table information.
- To search within a specific column, you MUST first click the header for that column. If you don’t click the column you want, it will search against ALL columns viewable in the table.
- “Search” within the Columns and Filters tabs on the right searches for columns and filters you can add to your table.
- Difference between amount or orders in All Active Transportations and All Active VINs views: All Active VINs is based on Vehicle Order Status, Transportations is based on T-status.
- “Refresh” at the top right loads new info/orders that may have been added while viewing your table. Your current settings will remain in place.
- Default table settings are defined by your company’s Admin. Users can modify their tables (adding/removing/moving columns, etc.) but those changes are only for YOUR account. Click the “Reset Table Settings” button at the top right to view your company’s default table settings. If the Reset button is greyed out, you are already viewing the default settings.
- “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.
VINs Report Types
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All Active
- Includes all VINs with Vehicle Order Statuses:
- Accepted
- Approved
- Assigned
- Available
- Claimed
- Draft
- Arrived
- Error
- Picked Up
- Planning
- Provided ETA Dropoff
- Ready
- Rejected
- Signature Pick up
- Unclaimed
- Unloaded
- Includes all VINs with Vehicle Order Statuses:
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In Transit
- Includes all VINs with Vehicle Order Statuses:
- Arrived
- Picked Up
- Planning
- Provided ETA Dropoff
- Rejected
- Signature Pick up
- Unloaded
- Includes all VINs with Vehicle Order Statuses:
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Complete
- Includes all VINs with Vehicle Order Status Completed. Shows all orders in the past 2 weeks.
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Error
- Includes all VINs with Vehicle Order Status Draft and Error.
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Canceled
- Shows all canceled orders in the past 2 weeks.
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All
- Includes all VINs with all Vehicle Order Statuses.
Reports (Payouts)
- Different than all other reports.
- You can set your own specific date range at the top left.
- You can only filter by the options available at the top right (VIN, T-Reference Number, Paid To, Paid By, and Status). Select an option, type a filter value and then click Apply.
- You can Sort by the options available at the middle right (Payout Date, VIN, T-Reference Number, Paid To, Paid By, Amount, Status, Auction). This selection should update the table automatically.
- “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.
- If you make a selection and the table doesn’t load properly, try clicking Apply at the top right or go to a different tab in the left column and then go back to Payouts.
- Click the blue T number in the Vehicles column to view and modify order details (add an internal log, change payout, etc.)