Skip to main content

Getting Started

This guide will help you get up and running with Dispatch quickly. Follow these steps to set up your account and start managing your logistics operations.

Step 1: Create Your Business Account​

To start using Dispatch, you'll need to register your business:

  1. Visit the Dispatch registration page
  2. Enter your business details:
    • Business name
    • Contact email address
    • Business type and industry
  3. Accept the terms and conditions
  4. Verify your email address

Once registered, you'll have access to the Management Portal where you can configure your business settings.

Step 2: Configure Your Business​

After registration, customize Dispatch for your operations:

Business Settings​

  • Add your company logo and branding
  • Configure your business address and contact information
  • Set up your operating hours and time zone

User Management​

  • Invite team members to your organization
  • Assign roles and permissions:
    • Admin - Full access to all features
    • Manager - Access to operations and reporting
    • Operator - Day-to-day shipment and order management
    • Driver - Mobile app access for deliveries

Dimension Presets​

Set up standard package dimensions for common shipment types to speed up data entry.

Step 3: Set Up Carriers​

Configure the carriers you work with:

  1. Navigate to the Carriers section
  2. Browse available carrier integrations
  3. Configure each carrier with your account credentials
  4. Set default preferences for each carrier

Supported carrier types include:

  • Last-mile delivery services
  • Freight carriers
  • Courier services
  • Self-fulfillment (own fleet)

Step 4: Add Your Customers​

Build your customer database:

  1. Go to the Customers section
  2. Add customers manually or import from a file
  3. Include essential details:
    • Contact information
    • Delivery addresses
    • Special delivery instructions
    • Customer references

Step 5: Create Your First Order​

Now you're ready to create an order:

  1. Navigate to Orders
  2. Click "Create Order"
  3. Select or create a customer
  4. Add order items
  5. Specify delivery details
  6. Assign a carrier (or let Dispatch choose)
  7. Submit the order

Step 6: Track and Manage​

Once orders are created:

  • Monitor order status from the dashboard
  • Track shipments in real-time
  • View delivery confirmations and proof of delivery
  • Generate reports on your operations

Optional: Enable Integrations​

Extend Dispatch with integrations:

E-commerce Platforms​

Connect your online store to automatically import orders:

  • Configure your e-commerce platform credentials
  • Map product data between systems
  • Set up automatic order syncing

Workflow Automation​

Set up automated workflows:

  • Trigger actions based on order or shipment events
  • Send automated notifications
  • Update external systems automatically

Next Steps​

Now that you're set up, explore these resources:

Quick Tips​

  1. Start Small - Begin with manual order entry before enabling integrations
  2. Test Workflows - Use test orders to verify your configuration
  3. Train Your Team - Ensure all users understand their role in the system
  4. Monitor Analytics - Use reports to identify optimization opportunities