Introduction

In Shipper TMS, assigning dispatchers and salespeople to orders helps you and your team stay organized, ensures that notifications reach the right individuals, and enables you to filter and analyze order data in reports. This guide will explain what it means to assign a dispatcher or salesperson, how to set these roles, and the benefits of using these features.

What is ‘Assign Dispatcher’?

The Assign Dispatcher feature allows you to designate a specific person to oversee the order process for a shipment. When a dispatcher is assigned, they will be the primary point of contact for managing the order, receiving updates, and ensuring that it’s successfully completed. Assigning a dispatcher is beneficial because it streamlines communication, keeping all necessary information accessible to the person responsible for managing the load.

Benefits of Assigning a Dispatcher

• Notifications: Assigned dispatchers will receive email and push notifications (unless turned off in their Personal Notification settings).

• Reports: The assigned dispatcher appears in Reports, allowing you to track performance and order completion metrics easily.

• Filtering: Orders can be filtered by the assigned dispatcher, making it simple to review and manage orders by individual.

Note: The Assigned Dispatcher feature isn’t tied to specific job roles; anyone in 
the company can be assigned as a dispatcher, whether they’re a designated 
dispatcher, accountant, or another team member.

How to Assign a Dispatcher

Below, we will walk you through how to assign a Dispatcher to an order in Shipper TMS:

Step 1: Open the Order

• In Shipper TMS, open the order you want to assign a dispatcher to.

Step 2: Find the Assigned Dispatcher Field

• Within the order details, locate the Assigned Dispatcher field.

Step 3: Select a Dispatcher

• From the dropdown list, select the name of the person you wish to assign as the dispatcher for this order.

Once assigned, the designated dispatcher will be linked to the order, start receiving relevant notifications, and will appear in reporting tools.

What is ‘Assign Salesperson’?

The Assign Salesperson feature lets you associate a salesperson to an order, tracking who is responsible for the sale. Assigning a salesperson provides insight into sales performance, ensures credit is assigned accurately, and helps streamline customer follow-ups.

Benefits of Assigning a Salesperson

• Reports: The assigned salesperson will show up in Reports, making it easy to track sales performance and analyze data by salesperson.

• Filtering: Orders can be filtered by salesperson, allowing you to quickly identify and manage orders by each assigned salesperson.

Note: Similar to the Assigned Dispatcher feature, the Assigned Salesperson field 
isn’t limited by job title. Any team member can be assigned as a salesperson if 
appropriate.

How to Assign a Salesperson

Below, we will walk you through how to assign a Salesperson to an order in Shipper TMS:

Step 1: Open the Order

• Go to the order in Shipper TMS where you want to assign a salesperson.

Step 2: Locate the Assigned Salesperson Field

• In the order details, find the Assigned Salesperson field.

Step 3: Select a Salesperson

• From the dropdown list, select the person you want to assign as the salesperson for this order.

After assigning, the designated salesperson is linked to the order and appears in reports, enabling you to track their performance.

Summary of Benefits

Using these assignment features allows for enhanced tracking, communication, and organization within your Shipper TMS, ensuring your team can manage and report on orders with greater ease.

Need Help?

Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at support@superdispatch.com, or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We’re here to help and look forward to assisting you!