SBSDispatch - Admin

System Overview

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Open

Total Users

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across all roles

Active Drivers

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available now

Orders Today

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all statuses

Revenue Today

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delivered only

Pending Dispatch

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unassigned

Open Invoices

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unpaid balance

Recent Audit Events

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Driver Availability

Platform Health

User Management

Create, edit, deactivate and assign roles. Customer role = customer-portal login: choose role Customer and link the user to a Customers record (billing identity).

Name	Email	Role	Portal customer	Timezone	Unit	Status	Last Login	Created

Roles & Permissions

Read-only - role structure is defined in the database

Company Information

Billing clients and frequent shippers

Notification emails

Extra addresses for dispatcher alerts (e.g. driver rejected assignment), in addition to active admin, dispatcher, and order-taker user accounts. Sent via server SMTP.

Email address

Label (optional)

Email	Label	Status

Company	Account #	Contact	Email	City	Credit Limit	Terms	Status	Expiry	Days left

Customer Directory

Individuals and businesses who ship or receive deliveries

Name	Email	Phone	Location	Billing account	Orders	Status

Regions & Zones

Manage delivery regions and zone configuration

Zone pricing Zone Crossing Set Zones

Driver Administration

License expiry tracking, vehicle management, performance

Driver	Employee #	License	Expiry	Vehicle	Plate	Region	Avail	Active Orders

Ready to Invoice

Delivered orders awaiting invoicing. Group by customer and generate invoices.

	Order #	Pickup Contact	Delivery Contact	Route	Date	Date P/Up	Date Del	Amount	Service

Invoices

Create, send and track customer invoices

Invoice #	Customer	Status	Total	Due	Due Date	Created

Item Types

Manage package and item types available on orders

Label	Key	Status

Tax Types

Define tax rates; assign them on each customer. On orders, each assigned tax is calculated as that percentage of the pre-tax subtotal, then summed into the order total.

Name	Rate %	Description	Status

Vehicle pricing

Base rates by vehicle type and service level (columns follow Service Levels). All prices in CAD.

Vehicle Type

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.

Service Levels

Rush, Standard, Economy -- each with an SLA time limit

Name	Description	SLA (Hours)	% charge when selected	Flat additional	Sort	Status

Hybrid Pricing

Company defaults: flat allowances and excess charges (distance, skids, weight, optional wait minutes) combine with standard pricing. Insurance % applies to the order total when Insurance is selected. Per-customer overrides: Customers → Customer pricing. Run migration-052-hybrid-wait-minutes.sql if wait columns are missing.

Hybrid pricing tables are not installed. Run api/scripts/migration-051-hybrid-pricing-customer-service-levels.sql on the database, then migration-052-hybrid-wait-minutes.sql for wait allowances, then reload this page.

Flat dist.

Excess/km

Flat skid

Excess/sk

Flat wt kg

Excess/kg

Wait allow

Wait $/min

Insurance (order total incl. tax, before Ins/Apt lines)

% Flat $ Value

Auto-check Insurance on new orders (customer can opt out)

Appointment (same base as Insurance)

% Flat $ Value

Auto-check Appointment on new orders (customer can opt out)

Invoice Administration

All invoices across all companies

Total Invoiced

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Outstanding

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Overdue

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Paid This Month

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Invoice #	Company	Date	Due	Total	Paid	Balance	Status	By

General Accounting

Accounts receivable, banking, fleet assets, and driver payout totals from delivered orders (separate from order Vehicle pricing).

Collections info

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Payment due

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Last payment

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1–30 days

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31–60 days

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61–90 days

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90+ days

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Total paid

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Net · collections info

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Net · payment due

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Net · last payment

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Net · 1–30 days

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Net · 31–60 days

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Net · 61–90 days

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Net · 90+ days

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Net · total paid

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Open invoices

Invoice #	Customer	Due	Due amount	Days past due

Collection notes & follow-ups

Open follow-ups across invoices. Mark cleared when resolved.

Invoice	Follow-up	Note	Created

Warehouse Lite

How Warehouse Lite fits with Receiving

Outbound manifests

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 → Warehousing. 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

Inventory reconciliation (simple)

Compares warehouse scan activity to delivered orders in a date range. Investigate large gaps (e.g. many scans vs few deliveries).

From

To

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Split inbound load → outbound routes

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.

Receiving & inventory

Inbound receipts, scan-to-staging, put-away to bins, and on-hand by location. Floor staff normally use Operations → Receiving; Admin is for setup and oversight.

Locations (bins / aisles)

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 → Receiving.

Code	Label	Type	Default recv	Default pick

Receipts

#	Status	Ref	Lines	Recv/exp

On-hand inventory

Location	Type	Barcode	Qty	Updated

Reports & Export

Full-access reporting with CSV export

Reports by screen

Jump to any Admin page and open Report (desktop, bottom-right) to choose columns and dates. Use the buttons below to go straight there with summary (KPIs) or detail (table) mode.

Top Zone Pairs by Revenue

Region	Pickup Zone	Delivery Zone	Orders	Crossings	Avg Distance	Revenue

Driver Performance

Driver	Deliveries	Revenue	Avg Distance	Avg Crossings	Failures	Rate

Application Settings

Global configuration - changes take effect immediately

General

Dispatch & GPS

Billing & Invoicing

Audit Log

Online log lists users with recent activity (tracked per login session). The grid below reads from audit_log: timestamp, action (INSERT/UPDATE/DELETE), table name, record id, user, and short before/after snapshots.

Username	Full name	Company	Login time	Total online time

When	Action	Table	Record ID	Changed By	What changed

Notification Log

SMS, email and push notification history

When	Channel	Order	Recipient	Subject / Preview	Status	Ext ID

System Health

API server, database, WebSocket, and integration status

GPS Location History (Last 50 Pings)

Driver	Latitude	Longitude	Accuracy	When

Migrate Company

Bulk import customers, users, catalog, pricing, drivers, and historical orders from another delivery system (JSON package).

How it works

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.

Default region for imported orders

Default password for new users & drivers (live import)

Migration package (JSON)

Load a file or paste JSON. Keys: meta, companies, tax_types, service_levels, vehicle_types, item_types, pricing_rules, customers, users, drivers, orders.

Result

Run Preview to see validation output.