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Settings & Configuration

Settings and Configuration in Dispatch allows you to customize the platform to match your business needs and operational requirements.

Overview​

Configuration Scopes​

Settings are organized by scope:

  • Business Settings - Company-wide configuration
  • User Settings - Personal preferences
  • Customer Settings - Per-customer configuration

Accessing Settings​

Navigate to Settings from the main menu to access all configuration options.

Business Settings​

General Settings​

Configure business-wide options:

  1. Go to Settings > Business
  2. View and modify settings
  3. Save changes

Available Settings​

Business settings include:

Operational Settings​

  • Default time zone
  • Operating hours
  • Currency
  • Date format

Fulfillment Settings​

  • Default carrier
  • Service level defaults
  • Package dimension presets
  • Handling instructions

Communication Settings​

  • Company contact information
  • Notification preferences
  • Customer communication defaults

Getting Settings​

View current settings:

  1. Access Settings page
  2. Select setting category
  3. View current values

Updating Settings​

Change configuration:

  1. Access settings
  2. Modify values
  3. Save changes
  4. Changes apply immediately

Configuration Scopes​

Business Scope​

Settings that apply to entire business:

  • Company-wide defaults
  • Operational parameters
  • Integration configuration

Customer Scope​

Settings specific to customers:

  1. Access customer profile
  2. Go to Configuration tab
  3. View customer-specific settings

Per-Customer Configuration​

Override defaults for specific customers:

  • Preferred carrier
  • Service level requirements
  • Special instructions
  • Notification preferences

Dimension Presets​

What Are Dimension Presets?​

Save common package dimensions:

  • Standard box sizes
  • Pallet dimensions
  • Custom packaging

Managing Presets​

Access dimension presets:

  1. Go to Settings > Dimension Presets
  2. View existing presets
  3. Add, edit, or remove

Creating Presets​

Add a new preset:

  1. Click "Add Preset"
  2. Enter name
  3. Specify dimensions (L x W x H)
  4. Add default weight (optional)
  5. Save preset

Using Templates​

Copy from system templates:

  1. View available templates
  2. Select template
  3. Copy to your presets
  4. Customize as needed

Default Preset​

Set a default preset:

  1. Select a preset
  2. Click "Set as Default"
  3. Auto-applied to new shipments

Deleting Presets​

Remove presets:

  1. Find preset
  2. Click "Delete"
  3. Confirm removal

Service Level Templates​

What Are Service Levels?​

Service levels define delivery expectations:

  • Delivery timeframe
  • Service requirements
  • Handling specifications

Managing Service Levels​

Configure service level templates:

  1. Go to Settings > Service Levels
  2. View existing templates
  3. Add or modify

Creating Templates​

Add a service level:

  1. Click "Add Template"
  2. Enter name
  3. Define parameters:
    • Delivery timeframe
    • Requirements
    • Restrictions
  4. Save template

Deleting Templates​

Remove templates:

  1. Select template
  2. Click "Delete"
  3. Confirm removal

Application Configuration​

System Configuration​

View available configuration options:

  1. Go to Settings > System
  2. Browse configuration categories
  3. View current settings

Configuration Keys​

Settings are organized by keys:

  • Each setting has a unique key
  • Values can be modified
  • Changes affect behavior

Modifying Configuration​

Update settings:

  1. Find the setting
  2. Change the value
  3. Save
  4. System behavior updates

Customer Configuration​

Per-Customer Settings​

Configure settings for specific customers:

  1. Open customer profile
  2. Go to Configuration
  3. Set customer-specific values

What Can Be Configured​

Customer settings include:

  • Carrier preferences
  • Service level defaults
  • Special handling
  • Communication preferences

Viewing Customer Configuration​

See customer settings:

  1. Open customer profile
  2. Access Configuration tab
  3. View all settings

Updating Customer Configuration​

Modify customer settings:

  1. Access configuration
  2. Change values
  3. Save changes

Address Configuration​

Address Text Parsing​

Configure address recognition:

  • How addresses are parsed
  • Field mapping
  • Validation rules

Address Defaults​

Set address default values:

  • Default country
  • Region/state handling
  • Postal code format

Lookups and Reference Data​

System Lookups​

Access reference data:

  • Carrier options
  • Service types
  • Status values
  • Country/region lists

Using Lookups​

Lookups populate dropdown options:

  • Standardized values
  • Consistent data entry
  • System integration

Best Practices​

Initial Setup​

  1. Complete configuration - Set all relevant settings
  2. Match operations - Configure for your workflow
  3. Test thoroughly - Verify settings work
  4. Document changes - Track what you've configured

Ongoing Management​

  1. Review regularly - Settings still appropriate?
  2. Update as needed - Adjust for changes
  3. Communicate changes - Inform team of updates
  4. Audit periodically - Verify configuration

Configuration Tips​

  1. Start with defaults - Modify as needed
  2. Use presets - Save time with templates
  3. Per-customer - Override when necessary
  4. Keep consistent - Standard where possible