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Business Management

Business Management in Dispatch allows you to configure and maintain your company's profile, settings, and operational parameters.

Business Profile​

Overview​

Your business profile contains core information about your company that's used throughout Dispatch:

  • Company Name - Displayed on documents and communications
  • Contact Information - How customers and carriers can reach you
  • Business Address - Default pickup/sender location
  • Operating Details - Time zone, currency, and business hours

Accessing Business Settings​

  1. Navigate to Settings
  2. Select Business Profile
  3. View and edit your company information

Updating Your Profile​

To update business information:

  1. Click "Edit" on the Business Profile page
  2. Modify the fields as needed
  3. Click "Save" to apply changes

Changes to business profile are reflected immediately across the platform.

Default Configuration​

Business Defaults​

Set defaults that apply to new orders and shipments:

  • Default Carrier - Pre-selected carrier for new shipments
  • Default Service Level - Standard delivery expectations
  • Default Package Dimensions - Common package sizes

How Defaults Work​

When creating new orders or shipments:

  1. Default values are pre-populated
  2. Users can override any default
  3. Reduces data entry and errors

API Token Management​

Generating API Tokens​

For system integrations, generate API access tokens:

  1. Go to Settings > API Access
  2. Click "Generate New Token"
  3. Provide a name/description for the token
  4. Copy and securely store the token
warning

API tokens are shown only once when created. Store them securely - you cannot retrieve them later.

Managing Tokens​

View and manage all API tokens:

  • See all active tokens
  • View creation date and last used
  • Revoke tokens that are no longer needed

Token Security​

Best practices for API tokens:

  • Create separate tokens for each integration
  • Use descriptive names for easy identification
  • Revoke unused or compromised tokens immediately
  • Rotate tokens periodically

Multi-Business Support​

Business Context​

If you have access to multiple businesses:

  • View which business you're currently working in
  • Switch between businesses
  • Each business has separate data and settings

Switching Businesses​

To change the active business:

  1. Click on the business selector in the header
  2. Select the business to switch to
  3. The interface updates to show that business's data

Business Verification​

Soft Check​

Before registration, verify if a business email is already registered:

  • Quick lookup by email address
  • Returns whether an account exists
  • Helps prevent duplicate registrations

Verification Status​

Business accounts may have verification status:

  • Verified - Account confirmed and active
  • Pending - Awaiting verification
  • Suspended - Account access restricted

Billing Integration​

Accessing Billing​

Billing is managed through the subscription system:

  1. Go to Settings > Subscription
  2. View current plan and usage
  3. Access billing history

Payment Methods​

Manage how you pay for Dispatch:

  • Add credit/debit cards
  • Set default payment method
  • View payment history

Business Analytics​

Overview Dashboard​

The business overview provides:

  • Total orders and shipments
  • Delivery performance metrics
  • Activity summaries
  • Key operational statistics

Performance Metrics​

Track your business performance:

  • On-time delivery rate
  • Order volume trends
  • Exception rates
  • Customer satisfaction indicators

Data Management​

Exporting Data​

Export your business data for:

  • Reporting and analysis
  • Backup purposes
  • Integration with other systems

Data Retention​

Understand how data is stored:

  • Active data is always available
  • Historical data retained per your plan
  • Compliance with data regulations

Best Practices​

Profile Completeness​

Complete your profile fully:

  1. All contact information
  2. Accurate business address
  3. Clear company name
  4. Correct time zone

Regular Review​

Periodically review your settings:

  1. Check that defaults still make sense
  2. Review and rotate API tokens
  3. Update contact information as needed
  4. Verify billing details are current

Security​

Maintain secure access:

  1. Limit API tokens to what's needed
  2. Revoke access promptly when not needed
  3. Use strong authentication
  4. Monitor for unusual activity