Product selection in Warehouse and Terminal forms is now clearer with both ERP ID and product name displayed.

Here’s what’s improved:

• Products now display as “ERP ID – Product Name” in dropdown menus

• Previously, only the product name was shown

• This applies to both Warehouse and Terminal forms

• Enable this by activating the “Add ERPID on Product Name” feature flag under Sequential Shift in Settings

This enhances product identification accuracy and helps you make faster, more confident selections when managing warehouses and terminals!

We’ve made ERP ID and Name fields mandatory when creating or updating warehouses and terminals.

Here’s what’s required now:

• ERP ID and Name fields must be filled out for all warehouse and terminal records

• System validations prevent saving incomplete records without these required fields

• This applies to both new entries and updates to existing ones

This ensures consistent and reliable identification of warehouse and terminal entries, preventing incomplete data that could cause integration or operational issues!

You can now see the back office sales order number directly in the Transfer Order Detail modal.

Here’s what’s new:

• The Order No. field now shows the back office sales order number linked to transfer orders

• This information appears in the Transfer Order Detail modal for easy reference

• This helps you quickly validate transfer orders against your back office system

This enables easier reference and validation of transfer orders against your back office system, improving traceability and alignment between FleetPanda and external ERP systems!

CSV exports for PDI now include more detailed information about packaged and lube products.

Here's what's new:

• Package Type: Shows the type of package in the export file

• Display Name: Shows the display name of the product

• Warehouse: Indicates which warehouse the product was delivered from

This improves data accuracy by including detailed product and delivery information in your exports, making tracking and reporting more comprehensive!

We've fixed an issue where phone screens timing out could interfere with meter accuracy during deliveries.

Here's what we fixed:

• The delivery screen now stays awake during active deliveries

• This overrides phone screen timeout settings to avoid interruptions

• Previously, some drivers experienced meters not stopping at preset gallon values when screens timed out

• While initially reported by Sprague drivers, this fix benefits all customers

This ensures meters stop accurately at the preset gallon value, preventing delivery discrepancies and improving accuracy!

Based on customer feedback, we've removed the ability for drivers to edit scheduled orders to maintain order integrity.

Here's what changed:

• Drivers can no longer edit scheduled orders from the Order Well

• Orders can only be viewed, not modified by drivers

• This change was implemented based on feedback from customers like Moffitt

• Dispatcher-scheduled order details are now preserved exactly as intended

This prevents unauthorized changes to scheduled orders and ensures consistency between what dispatchers schedule and what drivers execute!

Your drivers now get a complete view of their day with both loading and delivery orders in one place.

Here's what's new:

• Loading orders now appear alongside delivery orders in the Order Well

• Drivers get a unified view of all their tasks, including both loading and delivery operations

• Seamless navigation and tracking of loading activities from within the app

This improves driver visibility and task management throughout their shift, reducing confusion by consolidating all orders in a single list!

Delivery receipts now show a complete picture of everything delivered, including packaged products.

Here's what changed:

• Packaged products now appear on delivery receipts alongside fuel products

• Both product name and delivered quantity for packaged items are clearly displayed

• Previously, only fuel products were shown on receipts, even when packaged products were delivered

• Complete order information is now reflected in the printed receipt

This provides a comprehensive delivery record covering all delivered items and improves accuracy and transparency for both customers and your internal teams!

We've streamlined the process for new tenants and users while making it more secure.

Here's what's improved:

• ERP ID is now automatically assigned for the first Customer and Customer ShipTo when creating a new tenant

• New users get an email prompting them to reset their password (a default password is set upon creation)

• The reset link in the email reliably takes users to the password reset page

• Users can easily reset their password and log in without issues

• Any future password reset attempts require an OTP from the user's email for added security

This streamlines onboarding for new tenants and users while enhancing account security with OTP verification!

The Delivery Order List now shows more important information upfront, so you spend less time clicking into individual orders.

Here's what's new:

• Multiple BOL Numbers associated with each delivery order are now displayed

• ShipTo Address is shown for better logistical context

• Gross Value appears if the delivery order is linked to a Load Order

• Products tied to each delivery order are listed for better visibility

This enhances dispatcher efficiency by providing quick access to key order details, reducing the time spent navigating into individual orders!

We've fixed an issue where "Ready to Sync" orders would disappear from the Shift Planner view.

Here's what we fixed:

• Delivery orders marked as "Ready to Sync" now continue to appear in the Shift Planner

• Previously, these orders would only be visible in the Order Well, creating confusion for dispatchers

• You now have consistent order visibility across all planning tools

This prevents confusion for dispatchers managing synced and unsynced orders, ensuring you can see all relevant orders in one place!

We've improved how products sync from QuickBooks Online to be more relevant to your fuel business.

Here's what changed:

• Previously, all product types from QuickBooks Online were synced to FleetPanda

• Now, only non-inventory products categorized specifically as fuel are imported

• This filters out irrelevant products and focuses on what matters for your business

This reduces unnecessary product data cluttering your system and ensures only relevant fuel products are accurately reflected in FleetPanda!

You can now import vendors from QuickBooks Online directly as customers in FleetPanda.

Here's how it works:

• Vendors from QuickBooks Online get imported as customers into FleetPanda

• The system uses Vendor ERP ID to differentiate vendors from regular customers

• If a Vendor ERP ID exists, that customer is automatically classified as a vendor

• This feature is controlled by the "Sync Vendor Data from Quickbook" flag under QuickBook Online Integration

This simplifies vendor management by directly importing vendor data and streamlines integration between QuickBooks Online and FleetPanda!

We've added a validation check to prevent creating terminals or warehouses with duplicate ERP IDs.

Here's what happens now:

• The system checks for duplicate ERP IDs during terminal and warehouse creation

• You can't accidentally create two locations with the same identifier

• This prevents confusion and errors in your system since ERP IDs serve as unique identifiers

This maintains data integrity across your system and prevents potential confusion or errors down the line!

Your customers can now analyze their data over longer periods with an expanded date range option.

Here's how it works:

• Customers can now filter and view graph data for up to one month at a time

• This feature is controlled by the feature flag "Enable wide date range for graph data"

• Only available when this feature flag is enabled for your account

This means your customers get better visibility into longer-term trends and usage patterns, reducing the need to constantly switch between short intervals!

You now have more control over how extraction orders sync with QuickBridge through a new setting.

Here's what's new:

• A new toggle feature flag called "Sync Extraction Orders To QuickBridge" is available

• Find it under Settings → Back Office Integration

• You can now choose whether to sync extraction orders based on your specific needs

This gives you greater control over your integration behavior and lets you customize extraction order syncing exactly how your business needs it!

We've resolved an issue where text on post-delivery tickets would occasionally wrap to the next line due to alignment problems.

Here's what we fixed:

• Text layout and alignment on post-delivery tickets are now properly structured

• All ticket content stays neatly organized and won't overflow or misplace on the print view

• Drivers and customers can now read tickets more easily without confusion from misaligned text

This means cleaner, more professional-looking delivery tickets that are easier to read for both your drivers and customers!

A redesigned Forgot Password flow has been successfully implemented. Users can now initiate password reset by entering their email address.

Key Enhancements

• If the email exists in the system, an OTP is sent to the user's Gmail account.

• Users can either:

  • Enter the OTP to continue, or

  • Click on the "Click Here" link from the email to be redirected automatically to the Reset Password page.

• If the OTP expires, a toaster message appears stating "OTP expired".

With this update, users get multiple ways to to reset the password conveniently. Plus, you get increased security with OTP-based verification!

Description:
In this update, an archive status has been added for order groups ( Delivery / Load / Transfer / Extraction). This feature is controlled by the feature flag "Ability to Mark Order as Archive Order" under Order Management and the role "Allow User to Mark Order as Archive."

• When the feature flag is enabled, the role becomes visible on the role page.
  
  

• When both the feature flag and the role are enabled, users with the designated role can update an order status to "archived" (except from active status), and the archive status will be available in the dropdown on the order modal.
  
  

• If either the feature flag or the role is disabled, the archive status will not be visible in the dropdown on the order modal.

Benefits:

• Provides an efficient way to organize and store historical orders.
  
  

• Helps maintain an updated order list by archiving completed orders.

This update introduces two new columns—Height and Volume—to the Tank Monitor page. These columns are controlled by the 'Tank Monitoring Show Height and Volume' feature flag. When enabled, the new columns will be displayed in the Tank Monitor section for better tracking of tank levels.

A new Feature Flag named "Sales Rep for CC Email" has been introduced. This flag controls the visibility of the Point of Contact (POC) details when sending an email to a Common Carrier.

Key Enhancements

• When the feature flag is OFF:
  
  

  • If the POC is a Sales Representative, their email address and phone number will be hidden in the email sent to the Common Carrier.
    
    

• When the feature flag is ON:
  
  

  • All POC details will be fully visible in the email.

Benefits

• Limits exposure of Sales Rep contact details when required.
  
  

• Allows toggling of POC visibility based on business needs.

Description

In our system, a Supplier can have multiple Terminals and vice versa. However, in IRely, the structure is different—a Supplier can have multiple Terminals (Supply Points), but a Terminal can only be associated with one Supplier.
This enhancement ensures accurate mapping between Supplier and Terminal data from IRely by properly associating Terminals with a Supplier.

Key Enhancements

• Improved mapping structure to align with IRely’s data model.
  
  

• Enables better data synchronization between our system and IRely.
  
  

• Ensures each Terminal is correctly linked to a Supplier.

In this update, for Extraction orders, the rate and amount fields will now be populated in the Extraction ticket when a fee is applied. Previously, these fields remained blank, but this enhancement ensures the values are updated correctly.This ensures accurate rate and amount information is reflected in the Extraction ticket.

In this update, the customer asset page has been optimized to save pages according to the user's preference. Now, when the user navigates to the next page or searches for an asset, they will return to the same page after updating or viewing. This enhances user experience by maintaining continuity in navigation.

Whenever the shift start inventory is updated, an auto-trigger for autolink is added. This enhancement improves user experience by eliminating the need for manually clicking autolink every time the quantity is updated.

 In this release, the UI has been enhanced to improve the user experience. The following improvements have been made:

1. Fixed the height of the Adjustment table.
   
   

2. Made the "Add Adjustment" button dynamic.
   
   

3. Removed the required indicator from the "Compartment Product" and "Inventory" column headers.
   
   

4. Removed the Order ID from the adjustment list if no products have been loaded or delivered.

Asset pinning while creating or updating assets has been optimized to include satellite view. This helps users to pin the asset's location.

Benefits:

• Provides a more accurate method for pinning asset locations.
  
  

• Enhances user experience by offering satellite imagery for better visual context when placing assets.

In the shift detail modal, a post-shift image added by the driver can now be downloaded. Previously, the image was view-only.This provides flexibility to download the post-shift image for further use or reference.
It also enhances the user experience by allowing users to access and store images from the shift details.

Description:
In this update, dispatchers are now able to send emails to drivers without needing to group the orders by driver.

Order Group Selection Behavior

• The order group must be either delivery or extraction.
  
  

• If the order group for the same driver is selected, the user can both view and send the email.
  
  

• If order groups for different drivers are selected, the user can still send the email, but they will not be able to preview it.
  
  

Order Group Scheduling Condition

• If the order group is not scheduled, both the email and preview buttons will be disabled.
  
  

Driver Without an Email

• If a driver does not have an email, the dispatcher will only be able to preview the email.
  
  

• To send the email, the dispatcher must first add the driver's email.
  
  

Benefits:

• Provides greater flexibility in sending emails to drivers without the need for grouping.
  
  

• Enhances the user experience by allowing dispatchers to preview and send emails under different conditions.

In this update, major enhancements have been introduced to the BOL Adjustment Modal. The following features have been added:

• Inventory Adjustment by Order ID:
  The dispatcher can adjust inventory by Order ID, where all associated compartment, product, inventory, gallon, and date-time fields are auto-populated. Only the gallon and date-time fields are editable. If the dispatcher tries to submit the adjustment without modifying these fields, a validation error will be triggered.
  
  

• Linked BOL Adjustments:
  Inventory adjustments are automatically linked to the selected BOL and auto-calculated when the 'Link Order' button is clicked.
  
  

• Midnight Scenarios Handling:
  Shift scenarios spanning multiple dates (midnight shifts) are now correctly handled.
  
  

• Non-Time-Dependent Adjustments:
  Adjustments are no longer time-dependent, allowing users to set an adjustment time greater than the starting shift time.
  
  

Benefits:

• Streamlines the BOL adjustment process by automating field population and linking.
  
  

• Prevents errors by validating required fields before submission.

In this release, the API requests have been limited to 70 per minute. This rate limit will help minimize the risk of DDOS (Distributed Denial of Service) attacks by controlling the number of requests that can be made in a given time frame.

Benefits:

• Enhances security by preventing API abuse and attacks.
  
  

• Improves system stability and reliability by controlling traffic flow.

A toggle button has been added to the shift board in this update. When enabled, checkboxes appear on shift cards, allowing multiple shifts to be selected and moved from one status to another at once. This feature is controlled by the feature flag “Bulk shift move feature” located under shift management. 

Previously, it was not possible to move multiple shifts to a different status simultaneously.

Pagination has been removed from the BOL Report Page to improve the report download experience. Previously, users had to navigate through multiple pages to download reports when there were more than 400 rows. An asynchronous fetch mechanism has been introduced to retrieve all rows within the selected time range, allowing users to download the complete report once the fetching process is complete.

Benefits:

• Eliminates the need to navigate through multiple pages for large reports.
  
  

• Improves efficiency by allowing bulk report downloads in one step.

The Load Order Create Modal has been optimized to enhance validation. The Create Order button will remain disabled until the following fields are filled:

• Terminal
  
  

• Product
  
  

• Ordered Gallons
  
  

• Supplier/Terminal
  
  

This prevents incomplete load order creation and ensures mandatory details are provided before proceeding.

Description:
Previously, dispatchers could add only one point of contact (POC) at the customer level. With this update, dispatchers can now add multiple POCs, making contact management more efficient. The new design displays a list of dispatcher names on the left side of the POC page for better organization.

Benefits:

• Enables dispatchers to manage multiple contacts efficiently.

• Improves visibility and organization of customer POCs.

• Enhances communication flexibility with multiple contact options.

Note: Email and phone numbers are required only if the Customer Portal feature is enabled.

Description:
This update improves customer data fetching, allowing filtering and retrieval based on specific needs.

• Query filtering is handled via query_filter for iRely’s data.

• Regex filtering (regex_filter) is used for filtering data within our app.

• Example: {”field”: ”name”, ”pattern”: ”^Bobtail.*”} will filter assets where the name starts with "Bobtail".

Benefits:

• More precise asset synchronization for self-customers.

• Efficient data retrieval using custom filtering.

This update fixes issues with the Purchase Limit Feature for certain customers:

1. Total requested volume is now fetched from the delivery order, not the customer.

2. If the product in the line item exceeds the permit limit, the status is updated to Limit Exceeded.

3. Random status changes to permit limit exceeded have been fixed.

4. Correct volume is displayed for future orders once the permit limit is crossed.

This results in more accurate volume management and status updates related to product permit limits.

We’ve improved the identification of delivery tickets by displaying the FP Order Number prominently at the top of each delivery/extraction ticket. This enhancement was requested by a customer to make it easier to distinguish between multiple open delivery ticket images.

Key Enhancements:

• FP Order Number displayed at the top of the delivery/extraction ticket for better visibility.

• The file name of the ticket now includes the Order Type - FP Order Number format for easy identification when downloading or viewing multiple tickets.

Benefits:

• Simplifies identification of delivery tickets.

• Enhances the user experience when managing multiple open tickets.

• Provides clearer organization for downloaded files with the Order Type and FP Order Number included.

Description:

Dispatchers can now mark a product as comparable from the Delivery Order modal. This feature is controlled by a feature flag named "Enable Comparable Product by Dispatcher", located under "Comparable Product."

Benefits:

• Provides dispatchers with better control over product comparability.

• Ensures flexibility in managing product substitutions.

• Enhances order accuracy and operational efficiency.

Description:
This update improves the Audit Trail by ensuring that key status changes made by dispatchers are accurately tracked and displayed.

Key Enhancements:

• Planned At: Audit Trail now records updates to the planned time.

• Completed At: Changes to completion time are now logged.

• Arrived At: Previous and updated arrival times are now visible.

• Completed → Verified → Completed: If a dispatcher changes a status back from "Verified" to "Completed," this action is now logged.

Benefits:

• Better transparency in order status changes.

• Enhanced tracking of dispatcher modifications.

• Improved accuracy in monitoring delivery progress.

Description:
Users can now add a Post Extraction Note in the Extraction Ticket, improving record-keeping and communication. Previously, this functionality was unavailable.

Benefits:

• Enables better documentation of extraction details.

• Improves communication and clarity in extraction processes.

This update introduces three key improvements to the Tank Monitor page for better usability and data visibility.

Key Enhancements:

1. Tank Monitor Search by Name:
Users can now search for a Tank Monitor directly by its name in the search bar, rather than filtering through the dropdown menu.

2. Last Sync Date Displayed in Tank Monitor Page
This update includes improvements in the column view for the Tank Monitor page.A new column, "TM Last Sync," has been added to display the last synchronization date for each tank monitor.

3. Tank Monitor Name Column Made resizable
This improves usability for the user.

4. Tank Monitor Displays Serial Number Instead of ID
Tank Monitor now displays the Serial Number of the tank instead of the System Tank ID in the web application. This change ensures a more user-friendly and recognizable identifier for tanks. This improves usability and helps users quickly identify the tanks without relying on system-generated IDs.

5. Fix for Search Results & Pagination Issue:
Previously, searched results did not persist across pagination. This issue has been resolved, allowing users to search by name and filter by Hubs and Providers without losing results across pages.

6. Last Sync Date Highlighting:
The Last Sync Date will now appear in red if it belongs to a previous month.
Example: If the current month is February, any sync date from January, December, or earlier will be highlighted in red.

Benefits:

• Improved search functionality for easier access.

• Better pagination handling for seamless navigation.

• Quick visibility of outdated syncs with color-coded alerts.

Meter totalizers of both meters used in a shift are now displayed inside the Shift Notes after the shift is completed. Additionally, the totalizer differences from pre-shift to post-shift are shown for accurate tracking.

Benefits:

• Provides a detailed shift summary with meter readings.

• Ensures accurate tracking of fuel usage across shifts.

The totalizer value is now displayed in the Transfer Order Details modal. Previously, this feature was only available for Delivery Orders. Now, users can record the last meter value after a transfer has been completed if a meter was used for the order.

Benefits:

• Ensures accurate tracking of meter usage during transfers.

• Provides transparency and precision in transfer order records.

A validation has now been added in the Transfer Order Detail Modal to prevent users from updating a transfer order with the same From and To asset and compartment simultaneously. An error message will now pop up if a user tries to do the same.

Benefits:

• Ensures data accuracy by preventing duplicate compartment assignments.

• Reduces errors in transfer orders and improves operational efficiency.

Description:
This update introduces the ability to import carriers from a CSV file into the system. Users can now upload multiple carriers at once, and any validation errors can be reviewed by clicking the download button after the import.

Benefits:

• Streamlines the process of adding multiple carriers at once.

Reduces manual data entry time and errors.

Description:
The Unassigned status color is now orange for consistency with the Order Detail Modal.

Benefits:

• Ensures a uniform UI across different views.

• Improves visibility of unassigned vs. scheduled orders.

• Enhances user experience by making order statuses easier to identify.

Description:
Dispatchers can now modify a driver's shift start time if they fail to sign in or sign out. This provides greater flexibility in managing shifts without requiring a full dashboard overhaul.

Benefits:

• Allows dispatchers to correct shift timing discrepancies.

• Improves shift management without disrupting the workflow.

• Reduces the need for manual intervention in shift adjustments.

Note: This feature is available only for completed shifts.

In this update, we have optimized the map to ensure active drivers are displayed on top of other drivers in case of clustering. Previously, active drivers could be hidden beneath other drivers when the map had a lot of drivers clustered together.

Benefits:

• Increases visibility of active drivers in clustered areas.

• Enhances real-time tracking accuracy.

A validation has been added to the Delivery Order line item. If the same asset has multiple subscriptions, users will be prevented from updating it to have the same product in the Delivery Order line item.

Benefits:

• Prevents duplication of products for the same asset in delivery orders.

• Enhances accuracy and integrity of order details.

Users can now mark Load orders as urgent from various pages, including Create Load Order, Load Order Detail Modal, Orderwell, and the Load Order List page.

Benefits:

• Allows users to easily prioritize urgent orders for quicker processing.

• Improves order management by highlighting time-sensitive tasks.

The fee rate is now displayed with 5 digits after the decimal point in invoices and billing details, ensuring more precise fee calculations. Previously, only 2 decimal places were allowed when the rate was updated via the Mobile App.

Benefits:

• Improved accuracy in fee calculations for invoices and billing.

• Supports more precise billing for clients with complex fee structures.

Previously, the same fees were displayed twice in invoices when both the customer and ship-to had identical fees in their pricing. This issue has been fixed by ensuring fees are added only from ship-to if both have the same charges.

Benefits:

• Prevents duplicate fees from appearing in invoices.

• Reduces confusion and ensures accurate billing.

Panda Box delivery has been disabled while recording delivery orders from the driver’s app. This allows recording of delivery orders without requiring a Panda Box connection. It also prevents unintended dependencies on hardware for order execution.

We've added Titan to our growing list of supported tank monitor vendors! You can now track inventory levels, set up alerts, and auto-create orders based on threshold levels for your Titan tank monitors, all within the familiar FleetPanda interface.

Previously, the dashboard displayed only assets with transactions recorded on the same day. Now, all assets with at least one transaction in the system are displayed, ensuring a more comprehensive inventory view.

Benefits:

• Provides full visibility of assets with transactions.

• Ensures recent transactions appear at the top with improved sorting.

• Enhances performance with asynchronous fetching instead of pagination.

Displays total row count for better transparency

A new field has been added to track whether pricing data is synced from mobile offline mode. Additionally, any sync failures are now silently logged in Sentry for issue tracking.

Benefits:

• Ensures accurate tracking of offline pricing sync.

• Improves issue diagnosis with silent error logging in Sentry.

A validation has been added to prevent assigning a warehouse as a terminal when creating or updating a supplier. Previously, this caused issues with missing products in load orders.

Benefits:

• Prevents incorrect supplier-terminal associations.

• Ensures accurate product availability in load orders.

Shifts now calculate retain gallons based on shift start time instead of shift creation time. This prevents incorrect retain values when shifts are created out of sequence.

Example Scenario:

1. Shift 1 is completed with 100 gallons retained.

2. Shift 3 starts and inherits the 100 gallons from Shift 1.

3. A dispatcher creates Shift 2 between Shift 1 and Shift 3.

4. Shift 2 correctly receives 100 gallons from Shift 1, and Shift 3 now inherits from Shift 2 instead.

Benefits:

• Prevents incorrect retain values when dispatchers insert shifts later.

• Ensures accurate tracking of gallons throughout the shift sequence.

Description:
Now, when a user updates any fee field, it is considered a manually updated fee, ensuring that the fee missing flag is removed from the dashboard. If a manually updated fee line item is removed from the delivery order modal, the flag reappears.

Benefits:

• Accurately reflects fee updates, preventing unnecessary missing fee flags.

• Enhances dashboard clarity by showing only actual missing fees.

• Improves fee management efficiency.

Description:
Users can now add notes to a Delivery Order through its public link for common carrier orders. Notes added via the public link are synchronized with the main tenant’s order and vice versa.

Benefits:

• Enables seamless communication between carriers and tenants.

• Ensures real-time updates on order details.

Drivers can now view all attached Ship-To files (PDF, CSV, etc.) directly in the driver app. Previously, only image files were accessible. This provides drivers with full access to important Ship-To documents for better clarity and efficiency.

New role-based permissions "Allow User to Create Hub" and "Allow User to Edit Hub" have been introduced. Only users with these roles can add or edit hubs and ShipTo records, restricting unauthorized modifications.This enhances control over hub and ShipTo management by limiting access to authorized users.

In this update, driver can print ticket for transfer order as well. Transfer Order ticket contains the detail of transfer order such as asset, product, quantity, date, driver name, etc. This provides a documented record of transfer orders for drivers.

Extraction orders can now be executed using the LCR meter via Panda Box. This expands Panda Box functionality for extraction orders, ensuring accurate records for all types of orders.

A new “Display Product Sold As Feature” flag has been introduced. When enabled, the “Sold As” name will be displayed alongside the product name in Load, Delivery, and Extraction Orders. This is particularly useful for lubricants and other products with different purchase and selling names. This helps

• Ensure clarity in product identification during order creation.

• avoid confusion when managing inventory and processing transactions.

FleetPanda is now integrated with iRely to enhance fuel dispatch operations by combining FleetPanda’s intuitive UI with iRely’s robust inventory management and pricing capabilities.

FleetPanda is able to pull entities from IRely and push FleetPanda shifts to IRely.

In this phase 1 of the integration, FleetPanda can pull details like: Customer and locations, Items, Vendors, Salesperson and Company Location from IRely and map it to corresponding entities in FleetPanda.

Data Sync Mapping:

FleetPanda → Irely

• Customer & Customer Branches → Customer & Locations

• Products & Fees → Items

• Suppliers & Terminals → Vendors

• Drivers → Salesperson

• Delivery Assets → Company Location

Once shifts are verified and marked as "Account Sync Ready" in FleetPanda, the system automatically pushes linked delivery and load orders as Transport Loads to Irely and converts transfer orders into Inventory Transfers in Irely. More capabilities within this integration are coming up!

A new feature, "Send Email on Margin Create or Edit," has been added under the Delivery Ticket’s SMS/Email Notification section. Now, whenever a user updates the margin in the Customer Pricing or Ship-To Pricing form, an email notification will be sent to the designated recipient listed on the Settings page.This enhancement ensures better communication and tracking of pricing adjustments, keeping relevant stakeholders informed in real time.

You can now be notified when a customer’s delivery order is blocked due to a credit limit. A toast message stating, "Order has been created but is blocked due to credit limit," is displayed upon order creation.This update ensures transparency by informing customers of blocked orders immediately, allowing them to take necessary actions to resolve credit issues promptly.

A new checkbox option has been added to the Customer's ShipTo form, allowing dispatchers to mark ShipTo accounts as active or inactive.This helps manage the current status of the ShipTo in the customer's ShipTo form for greater clarity and ease of use when updating ShipTo details.

In this update, users can now add products while adding BOL from the web app. Additionally, dispatchers can assign compartments to the associated loading products, streamlining the BOL entry process.This enhancement reduces manual effort, ensuring accuracy and efficiency when linking products and compartments during BOL addition.

The driver’s app now displays the asset capacity during delivery for both top-off and non-top-off orders across all tenants. Additionally, compartment capacity is shown on the Add BOL page for load orders. If capacity is not set, it will be displayed as N/A. With drivers not having to manually estimate the capacity, deliveries just became more precise!

Drivers now receive a toast message prompting them to upload pictures before ending their shift. This ensures that uploading pictures is mandatory to complete the shift-closing process.This enhancement streamlines compliance by ensuring all required pictures are uploaded, reducing errors and omissions in the process.

ShipTo and hub addresses have been included alongside ShipTo and hub names in dropdown menus across various areas.This enhancement improves usability by providing complete address information, making it easier for users to identify and select the correct ShipTo or hub entries efficiently.

Applied Areas (Web Only):

• Create New Order (Beta) - Search by ShipTo

• Customer’s ShipTo Form

• Today’s Pricing Form

• Margin Form (Add/Edit)

• ShipTo Pricing

• Sales Report

• Tax Report

• Asset Form

• Tank Monitor

• Customer Form

• Product Form

• Driver Form

• Rental Asset - Create New Order Modal

• User - Add/Edit User

• Create Order Modal

• Order Details (Delivery, Load, Extraction)

New unit types—Pound, Quart, and Tubes—have been introduced for packaged products to help differentiate lube products from standard products in the Delivery Order Creation and Delivery Order Detail Modal.

In this update, dispatchers can now change the status of an order from "Cancelled" to "Scheduled" which has a driver assigned, ensuring greater flexibility in managing orders. This update streamlines order reactivation, allowing dispatchers to efficiently reschedule canceled orders without unnecessary restrictions.

The ERP ID for taxes is now visible in the invoice details, providing better clarity and reference for users. This update improves transparency and simplifies tracking by directly including the ERP ID for taxes in the invoice details.

Drivers can now perform box deliveries for Transfer IN Orders even if the 'From' asset (tank) is not configured with a Panda Box, as long as the 'To' asset (driver’s truck) has a Panda Box configuration. Previously, this was restricted.This enhances flexibility in transfer order execution by allowing Panda Box usage even when the source asset lacks configuration.

The Customer Portal has introduced a new feature to send email notifications to main tenant users whenever an order is created or updated. Only users with the designated role to receive emails from the Customer Portal will receive these notifications. This feature enhances communication and ensures timely updates for order activities in the Customer Portal.

In this update, a date range picker has been added to the Customer Portal, enabling users to control and filter the data displayed in both the graph and the Delivery Order list based on the selected date range.

In this update, a new "Order Level Tax Feature" has been introduced under pricing settings. This feature allows users to add or remove tax for each product delivered at the order level.

In this update, the ability to create movement orders from the Customer's Asset page and Self Customer's Asset page has been removed. Users must now create asset movement orders exclusively from the Rental Asset page.

In this update, the Delivery Order table in the Customer Portal has been enhanced with sorting capabilities. Users can now arrange orders based on their preferences, while the table defaults to chronological sorting for better organization.

In this update, a pencil icon has been added next to the Driver Note on the Delivery Order Details page. Dispatchers can now edit the driver's note directly by clicking the pencil icon. Once the note is updated, the edited note is displayed, and the name of the last editor is shown for better accountability.

December 19, 2024

December 17, 2024

In this update, the Create Order Beta functionality has been improved. The packaged product dropdown now displays both the product name and its corresponding ERP ID, providing more clarity and ease of selection for users.

December 18, 2024

A new feature, "Manual Deletion of Tax," has been added under the Pricing section in settings. Users can now manually remove or delete taxes at the product level within delivery orders.

Benefits:
This feature provides enhanced flexibility in tax management, allowing users to address specific tax requirements or adjustments directly at the product level.

December 17, 2024

A new role has been introduced to manage Credit Block statuses.

Key Update:

• Users with this specific role can now unblock orders that have been placed in a blocked status due to credit limitations.

Benefits:
This feature enhances access control, streamlines operations, and ensures that only authorized users can manage credit-related order blocks.

Two new feature flags, "Display Hub Name And Delivery Date" and "Display Shift Number," have been introduced for the Delivery Ticket. The Delivery Ticket now includes the following details:

1. Hub Name

2. Delivery/Completed Date

3. Shift Number

The Diversion Number is now visible on delivery tickets for improved transparency and operational tracking. This feature enhances documentation and provides users with immediate access to diversion details directly from the delivery ticket.

An Export button has been added to the Transfer, Loading, Delivery, and Extraction Order pages. Dispatchers can now download a CSV file containing all the data displayed on the respective order pages.

A new feature flag, "Ignore Tax for Product Feature," has been added under Pricing Flags to control tax applications based on products or product categories.

Feature Behavior:

1. When the feature flag is ON:

   • Taxes are applied only to the products listed in the Tax's Product Section.

   • Taxes are removed for all other products.

2. When the feature flag is OFF:

   • Taxes are applied universally to all products.

Application on Delivery Orders:

• The Delivery Order Detail Page clearly indicates which products have taxes applied or ignored.

• For example, the DEF product has taxes applied (as set in the Tax Form), while Diesel does not.

Benefits:
This enhancement ensures that invoices reflect accurate tax calculations, improving compliance and reducing potential billing errors.

A new input field for the Phoenix Number has been added to the Add and Update forms for Products in the self-customer section.

Key Details:

• This feature is controlled by the Card Lock feature flag, “Enable Card Transaction Feature,” in Settings.

• When the feature flag is enabled, the Phoenix Number field becomes available for input.

A Supplier column has been added to the Loading Order page, allowing users to search or filter orders by the supplier name.

Benefit:
This enhancement improves the user experience by making it easier to locate and manage orders associated with specific suppliers, streamlining order tracking and filtering.

A new fee rate type, ‘Fee rate per minute,’ has been introduced to the time-based fee range type. The fee will now be calculated based on the time consumed for order completion. It’s determined at a per-minute rate for any completed order.

A "Mark as Hub" checkbox has been introduced in the Self-Customer Ship-To form, available only for the first customer.Users can now mark a self-customer’s Ship-To location as a hub directly from the form.

A new feature flag, “Disable Margin on Packaged Delivery,” has been added to the Pricing section in Settings. This feature flag allows users to disable margin calculations for packaged delivery scenarios.

The Billing Detail Modal has been updated to prevent margin calculations for specific non-fuel items:

• New Behavior:

• If the product unit is ‘each’ or the product category is of the lubricant type, the margin will no longer appear in the billing detail section.

Benefits:
This enhancement ensures accurate billing by excluding irrelevant margin calculations for non-fuel items, improving clarity and reducing potential discrepancies.

In the above image, margins are applied to 'Bulk products,' but for lubricant products, the margins are removed

The Pricing Configuration section has been updated for better alignment with product categories:

• Previous Behavior:

• The Pricing Configuration section displayed all products available for today’s pricing

• The Margin section displayed all products.

• New Behavior:

• The Pricing Configuration section now displays only products from the selected product categories.

• Pricing is shown exclusively for products related to the selected categories.

In this update, we have added a feature flag for assigning trailer only to tractor. If this feature flag is enabled while adding a shift, trailer options are only available if the selected asset is a tractor asset type. If the selected truck belongs to any other asset type, selecting trailer options isn’t available. Previously, trailer options were available for all asset types.

A new feature flag, ‘Show Order Well on Mobile Feature,’ has been added to the Driver’s App section in Settings

• Functionality:

• When enabled, the ‘Order Well’ option is displayed in the hamburger menu of the driver’s app.

• When disabled, the option remains hidden.

Benefits:
This enhancement provides flexibility to control the visibility of the ‘Order Well’ feature in the driver’s app, catering to specific operational needs and preferences.

A Driver Rate Dashboard has been introduced, controlled by a new Driver Rate Feature flag in the Pricing section of Settings.

Key Features:

• When the feature flag is enabled, a Driver Rate section appears on the Pricing page.

• The dashboard displays a list of Customer, ShipTo, Terminal, and Driver Rate details.

• Users can:

  • Add new driver rates.

  • Update existing rates.

  • Delete driver rates.

Benefits:
This feature simplifies rate management by providing a centralized view and control over driver rate details, ensuring accurate pricing and operational efficiency.

The Shift Planner has been optimized to display only relevant Driver Groups based on applied filters dynamically:

• When filtering by Driver or Hub, only the corresponding Driver Groups will remain visible, while others are hidden.

An Edit option has been added to the Customer Assets tab on the Customers page. Users can access this feature via a right-click menu to update customer asset details directly.

The Create Order Beta modal now allows users to search for Customer and ShipTo entities using their address, including city information, for improved navigation and efficiency.

The CSV export functionality for Tristar customers has been enhanced with new columns and specific adjustments:

• New Columns Added:

• ShipTo Address

• Asset Name (exclusive to Tristar tenant)

• Site ID Column: Displays delivery details for self-customer ShipTo locations.

• Customer Location ID Column: Applies to delivery and extraction orders.

• Destination Tank No. Column: Displays the ERP ID of the used asset.

• Manifest No.: Now distinguishes between orders for extraction scenarios.

The BOL Pricing feature now allows users to input and manage numbers with up to four digits after the decimal for enhanced precision in pricing calculations.

A new Customer ERP column has been added to the Delivery page, providing direct visibility into ERP details for each delivery.

The Create Order Beta modal now features an async dropdown for terminal selection, dynamically loading terminal names in batches of 10. This ensures smoother scrolling and faster responsiveness, especially when handling extensive terminal lists.

A Sales Rep filter and corresponding column have been added to the Delivery page, enabling users to filter and view deliveries by sales representatives.

The Bulk Plant page now includes sorting, grouping, and other advanced features to enhance data organization and usability.

A new Product Categories column has been added to the Customer Assets listing page, providing a clear view of product categorization directly within the asset list

An Update Order option has been added to the right-click menu on the Delivery Order page. Selecting this option redirects users directly to the Edit/Update page, simplifying the process of modifying orders.

Now, users can view a sales report and download it as well. For a better experience, users can filter the customer by their name and ship to name.
For the calculation part, the formulas are mentioned below:
Volume = Total delivered Gallons
Sales = Total pricing (delivered volume * Rate) + Total margin
COGS = delivered quantity (Volume) * Loading price rate (Product Cost)
Product Price = Sales / Volume
Product Cost = Loading order price rate (Without Tax)
Total Taxes = The tax amount is taken from the delivery order. (Tax1 + Tax2 +… Taxn)
Total Amount = Sales + Total Taxes
Gross Margin = Sales - COGS
Gross Margin Percentage = (Gross Margin / Sales) * 100
Gross Margin Per Unit = Gross Margin / Volume
Navigation: Dashboard→ Reports→ Sales Report
Sales Report View:

• LCR/Box Flow Disabled: LCR/box flow is now disabled when trucks have no available meters, ensuring smoother operations.

• Fuel Transfer Freezing Resolved: The issue causing the fuel transfer page to freeze has been fixed.

• Driver App Update: Reverted the feature allowing multiple deliveries to start simultaneously for non-Panda box trucks, ensuring proper delivery flow.

• BOL Screen Freezing Resolved: The freezing issue on the Bill of Lading (BOL) screen has been fixed.

• Meter Reset Issue Fixed: Meters now reset correctly in non-continuous mode.

Benefit:

These updates improve app stability, prevent operational disruptions, and ensure a smoother experience for drivers and dispatchers.

New fields, "Customer Type" and "Payment Terms," have been added to the delivery order detail modal. These fields are inherited directly from the customer form for consistency and quick reference.

When a delivery is completed for an internal customer, the Destination Type is set to 0, and the issue with Origin Tank Number data is resolved. The Origin Tank Number now reflects the ERP ID of the asset’s primary hub. While multiple hubs can be assigned to an asset, only the ERP ID of the first assigned hub is prioritized.

Benefit:

- This update ensures accurate tracking of Origin Tank Number data, enhancing data integrity and simplifying ERP integration for internal deliveries.

UI/UX Update

On the shift board, if an order’s planned time falls outside the shift’s start and end times, the time will be displayed in red. Two tooltip messages indicate the status: "Order time is before shift start" or "Order time is after shift end".  This way, you have a quick visual indicator for out-of-range orders, to quickly identify scheduling conflicts and avoid planning issues.

This feature now allows users to view and make updates to delivery order details within the customer portal. In the order details modal, users can access basic information, including PO number, carrier number, and asset management (adding or removing assets). Additional fields, such as invoice number, images, diversion number, and lube details, are not shown currently and will be introduced based on future customer feedback.

Note: Updates to delivery order details are only permitted when the order status is "Unassigned." For all other statuses, editing is disabled, and the pencil icon is removed. Additionally, Customer Portal users cannot update the status of orders.

Benefit:

- Providing essential details and limited editing capability for unassigned orders allows customers to make necessary adjustments without impacting order accuracy or workflow integrity, ensuring secure and efficient order management.

Delivery order detail modal in unassign modal:

In this update, adjustments were made to the CSV headers for the extraction order's origin field:

1. Origin Vendor and Origin Terminal fields are now left blank.

2. Origin Type is now set to "1" instead of "0".

3. Origin Site now consistently shows the ERP ID of the terminal "AOCF San Antonio Terminal 13109 Donop Rd."

4. Origin Tank ID follows a specific naming format, using the prefix "AOC SA Yard" plus the product subcategory (e.g., "AOC SA Yard Clear" for clear products or "AOC SA Yard Dyed" for dyed products).

Benefit:

- Consistent origin data, such as terminal ERP IDs and specific tank naming conventions, enhances data clarity and ensures compliance with established formats, leading to more accurate reporting and smoother processing.

A purchase limit feature restricts customers from ordering more than a specified number of gallons. If the order quantity exceeds the limit, the status changes to "Limit Exceeded”. This helps enforce order restrictions, preventing over-purchasing and enabling better inventory and demand management.

 Key changes in this release include:

1. A new feature flag was added.

2. Added Permit list page within Self Customer.

3. Permit add and edit pages are now available.

4. Introduced a new status, "Limit Exceeded."

How this works:

1. Enable the feature flag.

2. Navigate to the Permit page.

3. Configure the permit settings on this page.

4. Enter the permit details

5. An alert message will display if an order is placed above the purchase limit.

6. The dispatcher can either proceed with the "Limit Exceeded" status or adjust as needed, changing it to "Scheduled" or "Unassigned."

In this release, we introduced new features to enhance order management flexibility and coordination. Key updates include:

1. Added functionality for dispatchers to link and unlink transfer orders directly from delivery orders, and vice versa.

2. Improved flexibility and control in managing transfer and delivery orders.

3. Enabled better coordination between transfer and delivery orders to streamline operations.

4. Enhanced order alignment to reduce errors and improve workflow.

Transfer orders linked from the delivery order:

Delivery orders linked from Transfer order

If the ERP ID for the Shipto location is not provided, the system will automatically use the ERP ID assigned to the Customer. This process only applies when the Shipto ERP ID field is blank. This simplifies data management and reduces potential errors in order processing.

In this update, we've made several improvements to streamline and enhance the Sprague inventory management process:

1. User Name Display: Now, the user's name is shown based on the corresponding order, adding clarity to inventory tracking.

2. Rate Source from BOL: The rate is automatically populated from the linked Bill of Lading (BOL), reducing data entry and errors.

3. Starting and Ending Inventory Details: Asset transaction pages now include starting and ending inventory values, offering a more complete view of stock movement.

4. Negative Values for Inventory and Cost: Inventory and cost fields now accept negative values, making it easier to manage adjustments and returns.

5. Mandatory BOL Number: Adding inventory now requires a BOL number, ensuring accurate data linking and tracking.

6. Decimal Precision: Values are now displayed with two decimal places, providing greater precision in inventory calculations.

7. Label Update in Adjustment Modal: The term "Amount" has been updated to "Rate" in the adjustment modal for consistency.

In this update, the Shift Detail modal has been enhanced. Orders are now sorted in ascending order within the Shift Detail header—for example, special characters (#) appear first, followed by numbers (87, 89), and then alphabetically (A, a).

In this update, the Order Group list page has been optimized. Previously, orders with the status "SYNCED WITH ACCOUNTING" were not displayed on the page. This issue has now been resolved.

In this release, multiple new data entries have been added across various CSV headers to improve the export process for extraction orders.

Updated Table Headers:

• Manifest Number: Now reflects the extraction order ERP ID.

• Lift Date Time: Updated to display extraction time.

• Origin Vendor ID, Origin Terminal ID, Origin Site ID, Origin Tank No: Now linked to the customer ERP ID.

• Origin Type: Set to 0 for clarity.

The feature flags "Sync Address to QBO with Sales Order" and "Sync Email to QBO with Sales Order" are now available, allowing customer addresses and email details to be automatically updated with sales orders in QuickBooks Online.

• If the Feature Flag “Sync Adress To QBO with Sales Order” is enabled, the address of the customer and shipto will be synced to the QBO Online.

• If the Feature Flag “sync Email To qbo with sales order” is enabled, the POC email will be synced to the QBO Online.

Now, drivers can print delivery tickets through the Brother Printer (Android only)

Drivers can now upload end-of-shift documents through the mobile app, and these are reflected in the shift detail notes.

Users can now access full customer details directly within the customer selection modal on the Create Order page so its easier to create orders.

A new toggle button has been added for the Self-Customer's asset under "Transport."

When the toggle is ON, the asset is considered Transport, and when OFF, it is marked as Bobtail. This affects CSV exports: if set as Transport, the Gross and Net values are calculated according to the load order ratio, while for Bobtail, the Gross and Net values remain the same.

In this release, the CSV export for PDI now includes the details of the extraction orders. The extracted volumes are displayed as negative values.

The Order ID will now be included in the message in place of the Order Group ID, ensuring more precise identification. Additionally, the Unit Price will be left empty, allowing Cargas to determine the pricing rather than the FleetPanda application. This change ensures that pricing is always aligned with Cargas's settings, enhancing consistency and integration accuracy.

Unit Price is sent empty so that pricing is applied according to Cargas and not according to the FleetPanda application

With this enhancement, there’s a timestamp for every line item on the delivery ticket. If you add a line item after the "Completed At" date, it will show the complete at date. Plus, any updates to the line item won’t change the timestamp, keeping everything consistent. The times will adjust based on your timezone settings, ensuring accuracy. Lastly, each newly added delivery line item will have its timestamp, making it easier to audit and keep track of delivery timelines.

In this release, if an order is blocked for over six hours due to a credit check, dispatchers will receive an auto email notification. This helps them quickly identify blocked orders and enables them to reach out to the relevant POC and unblock the order. 

We’ve introduced new columns that provide you and your customers with more order details:

• Driver: Shows who delivered the order.

• Truck: For incomplete orders or those without delivery assets, all line items are displayed. Completed orders show the delivery asset.

• Scheduled/Planned Time: Displays timing for all hubs.

• Order Source: Indicates if the order was created by customers via the portal or from dispatch.

• Requested Product: Clearly listed.

We’ve also added a search feature, making it simpler to find specific orders. These updates help validate delivery tickets and resolve disputes faster.

In this release, we have optimized the delivery list page. You can now bulk download/print delivery tickets for specific delivery orders only - making it easier for dispatchers and billers to handle delivery tickets. 

Now, pricing is calculated based on the shift start time, not the end time, allowing billers to review and process future orders more efficiently. This makes billing faster and smoother.

The newly added ‘minimum fee’ is applied when the actual load order for delivery is less than the agreed-upon minimum load. Upon applying this fees - customers get fined automatically. 

With this release common carrier users can now add the card in card out date-time, as well as upload BOL images. This enables users to easily record and manage all essential information and documents in one place - without the need to switch screens. 

Need to make some BOL adjustments? Now dispatchers don’t have to wait for drivers to initiate the adjustments from the mobile app. With this feature - dispatchers can easily edit/adjust it directly and quickly rectify any discrepancies. 

The newly added ‘running gallons’ feature allows dispatchers to check the totalizer value and spot any discrepancies during deliveries. 

The feature ‘sync all customers and products’ helps you control the data you send from QuickBooks online to FleetPanda. With the feature on - all new and old data is synced from QuickBooks to FleetPanda. If the feature is turned off then the system online fetched the new data from QuickBooks. 

In this update - the margin is added to the fee and then synced to QuickBooks online. 

You can now sync delivery line items to QuickBooks in a specific order based on subscribed products. This means:

• For a single product subscribed to assets, the first line item on the delivery order detail model will be the first delivered asset.

• For multiple products subscribed to assets - the line items will be synced based on the subscription

• In case there is tax applied to any product - the tax is collectively show right below the product.

The BOL report page shows you the actual gallons orders and their consumption via BOL linking. You can verify the actual load inventory and the consumption. Plus - this is extremely helpful in auditing when a loaded fuel is consumed - making compliance and taxation easier.

We’ve linked bulk plant delivery orders and transfer orders to enable accurate and real-time BOL linking and tracking of fuel loaded and delivered to customers. 

The latest updates to the automated recurring order creation module - make recurring order management easier than ever. 

Here’s how: 

This feature lets you track the inventory of bulk tanks and view all transactions (like transfer-in and transfer-out) associated with it from one place. 

We heard you. Loud and clear. Here’s what you can do with the updated common carrier module: 

• Send out load orders along with delivery orders to a common carrier ensuring that both load and delivery orders are better managed from a single place

• Allow brokers to access FleetPanda’s platform to assign orders while drivers can use the mobile app to complete deliveries

Dispatchers can now add specific notes for drivers while creating asset movement orders. Drivers can view this on their app - enabling smoother deliveries and hassle-free communication between drivers and dispatchers. 

With this update - you can now keep a record of post-delivery tickets in the delivery order details page just like your BOL and other documents. 

With this update - you can now keep a record of post-delivery tickets in the delivery order details page just like your BOL and other documents. 

You now have an option to automatically trigger order cancellation emails to common carriers enabling better order management for common carriers. 

In just a click you can now pull out credit information from QuickBooks online and send it to FleetPandas system. 

Previously, there was no way to track orders fulfilled using extracted fuel automatically. In this update - that problem is solved. 

Now, whether you extract fuel while moving assets from one location to another, or when you deliver a wrong product, or end up buying back fuel from customers - all these can be easily tracked. With extraction orders linked to transfer orders - all fuel movements are accounted for. No guesses. No misses. 

In this update - dispatchers can now cancel orders instead of deleting them. These are categorized as ‘canceled’ in the order well and help dispatchers keep track of all canceled orders. 

You now have the flexibility to deliver comparable/alternative products if the actual product requested is unavailable. This increases delivery efficiencies and saves drivers quite some time as they don’t have to go back to the terminals for loading. 

Plus - the billing sections, fees, and delivery tickets reflect details of the originally requested products. 

The shift details page now has a new adjustment section that enables you to adjust product volumes based on reasons like contraction, expansion, line flush etc as provided by the drivers on the driver app while adjusting product volumes. This enhancement gives you a lot more flexibility anbd control in managing shifts and product volumes. 

The margin configuration feature lets you select the products listed in the pricing configuration table product list and then set a margin individually for each one - both at a customer and ship-to level. In case there is no margin specified for a product, the system will auto apply the margin from the applied margin table. 

The same day orders button added to the order creation page - allows you to view order details (including creation time, creator, driver, status and order number) for orders created for the same ship-to on the same day.

We’ve added a new ‘secondary emails’ option on the common carriers page that enables dispatchers to notify multiple users from different departments of the common carrier every time a new order is assigned. This gives you more flexibility in terms of notifying more members at one go and improves overall communication. 

You can now track the last time and date when the data was synced from QuickBooks to FleetPanda. 

In this release, we’ve added a ‘pricing column’ in the order wells section that highlights whether or not all pricing components including price, fees, and margins are specified for a particular order - giving you enhanced visibility and easy access to pricing information. 

Here’s what each colour code indicates: 

• Green with a tick - Price, Margin and Fees are present

• Red with an exclamation mark - Margin, Price and Fees are missing

• Yellow with P and M - Price and Margin are missing but Fees are present

• Yellow with F and M - Price is present but Fees and Margin are missing

• Yellow with P and F - Price and Fees are missing but Margin is present

In this update, we’ve made some changes to the map view on the dashboard, making it easier for you to track drivers. 

Now - 

• Active drivers with locations are displayed in green 

• Drivers with missing location for over 10 mins are shown in yellow 

• Inactive drivers/completed shifts are in blue 

With My Tank Info and Centeron now added to our tank monitor integrations list  -  we now integrate with a total of 8 tank monitor service providers. With every new addition we’re extending our tank monitoring capabilities - bringing you the power of streamlined tank monitor order management. 

So - you no longer have to keep manual checks on fuel levels of your tank monitors. Our systems monitor your tank levels 24*7 and triggers orders the moment fuel levels drop below a threshold level. 

This update brings in more flexibility in tracking and managing asset deliveries by going beyond  QR codes. Now, with the introduction of barcodes, you can:

• Assign barcodes to customer assets for tracking 

• Enable drivers to scan barcodes directly from the driver app ensuring quick access to key asset information and accurate delivery 

Barcode feature on driver app

The tank monitor module allows you to set up threshold levels for each tank. Based on these set levels - you can trigger auto-order creation when fuel levels in the tank drop to this threshold level. Going a little deeper into this feature - we’ve added the option of setting the threshold value as 0 for tanks that don’t need auto-orders created at any level. This adds to the flexibility of managing tank monitors. 

The line of service integration feature gives you complete control over what drivers see on the app based on their LOS. That means - you can enable drivers to view only the specific assigned LOS delivery assets, customers, ship-tos, products, terminals and suppliers. 

We now have a dedicated shift planner section for common carriers on the dashboard page. With this feature - you can easily plan, organize and track all orders associated with common carriers. That helps simplify and increase efficiency of your entire common carrier side of operations. 

In this release, we’ve added 2 new fields to the tank monitor page -

1. Consumption (gal/day) - Shows you the average consumption volume per day based on the daily inventory data

2. Days to empty - Forecasts the number of days left until the tank is completely empty using the tank monitor data 

Using this data - dispatchers can actively reach out to customers, create orders on time, increase sales and ultimately build more trust with the customers. 

The rental assets page and asset details history tab now show the actual and planned ROI for all your assets. In a quick glance - you can analyze whether or not an asset is profitable and when it will reach its break-even point. 

An asset is marked as “in-transit” when there is an incomplete asset movement order. So, whenever you create a delivery order for a customer branch/ship-to that is associated with an incomplete movement order - the asset is flagged as in-transit on the assets list. So dispatchers can avoid creating multiple/duplicate movement orders. 

This new functionality further streamlines your order management workflows by linking extraction orders with delivery orders and BOLs. This ensures precise tracking of what goes in and out of the truck which in turn gives you complete visibility, higher efficiency and accuracy.

Previously, tank monitors automatically updated with their providers every 12 hours. Now, with the new sync-all feature you can manually update tank monitors whenever you choose. This gives you more control, allows for real-time data updates, and offers a more flexible system integration.

The rental asset page now displays the average time between refills, providing dispatchers with insights on fill frequency. This information, combined with fill efficiency, helps optimize fuel deliveries. 

Role-based access gives you better control over who can see pricing information. 

The different user roles are: 

1. Users with No Access to Pricing:

   • Users with this role won't have access to any pricing features.

2. Users with Access to Today's Pricing Only:

   • Users in this role can view today's pricing but can't import, add, delete products, or edit the base price.

3. Users with Access to See All Pricing and Margins (No Edit Privilege):

   • This role allows users to only view all pricing and margins with no edit permission. Users can't add, import, delete, or update pricing-related information.

4. Users with Access to See All Pricing and Margins (Edit Privileges):

   • Users with this role have full access to pricing and margin features. They can add, import, delete, and update pricing-related information.

And here’s what you can do with the new feature flags: 

• User Can Have Access to Today's Pricing Only:

  • Enabling this feature flag restricts the user to only view today's pricing without edit privileges.

• User Can Have Full Access to Pricing and Margins:

  • Enabling this feature flag gives users complete access to all the pricing and margin features, including editing capabilities.

• User Can Have View-Only Access to Pricings and Margins:

  • Enabling this feature flag provides users with read-only access to pricing and margin information.

Every feature flag is aligned with the user-roles, helping you better manage access. 

QB-Bridge-FP is our in-house desktop app that now enables you to sync sales orders (including pricing and fees information) from FleetPanda to QuickBooks which was earlier not possible with QuickBase. 

We've introduced an "update price" button that lets you sync and update the latest prices for all completed orders. As a result, every delivery order with a pricing configuration will reflect the most recent price. 

When working with rental assets, you have the flexibility of linking Tank Monitors as peripherals thus enabling improved visibility and better asset management. 

A new tank monitor percentage field has been added to the tank monitor feature that allows you to: 

• Set the tank monitor percentage to calculate tank capacity.

• Dynamically adjust the gallons field according to the new tank capacity.

• Turn auto-order on or off, choosing to assign order gallons as either a top-off or a pre-calculated amount based on the tank monitor percentage.

This update enhances precision and minimizes manual work.

In this feature enhancement on the driver app, gallons and inches have been added as measurement units on stick reading. So drivers now have the flexibility to choose their preferable measurement unit which is then applied to all future orders.

Plus, they can also switch between units at any given time in just a single click. 

The common carrier module got another upgrade! The update details feature enables you to easily add common carrier details like name, address, and ERP ID to get all the data in one-place and better manage all common carrier-related information. 

In this release, we’re brought some upgrades to the common carrier module to give users more ease and flexibility in managing common carriers. 

With the auto-update feature - any updates on the common carrier orders are reflected on the order well in real-time giving users access to accurate, up-to-date information at any point. 

Improvements on the UI of the common carrier creation form make it easy for users to create new carriers. 

Lastly, all updates to the common carrier orders are logged in the comments section. This means - users get real-time information on who created and updated the order, thus enabling effortless communication and increasing visibility into order details. 

Adding yet another tank monitor integration to our platform - My Tank Info, giving you more flexibility in managing your tank monitor orders. 

With this feature you can now create, schedule and dispatch recurring orders specifically for common carriers too just as easily and efficiently as you would for regular orders.

In this update, we have added a new search feature to the settings page that allows you to easily search for features within FleetPanda’s platform. This enables you to navigate through the platform smoothly and gives a more intuitive experience. 

You can manually update the rate column data for every pricing item in the billing details. But what if you want to revert to the system-generated values? The dynamic reset pricing feature allows you to do just that. Everytime users apply manual pricing, the reset pricing button appears, giving users the flexibility to reset the pricing to the default value when needed without any manual efforts.

Now while creating tank monitor orders, the system automatically captures and fills in the ullage gallons associated for each tank monitor, reducing the manual data entry, saving your teams time and increasing accuracy. 

The common carrier module is built to help you easily manage all your common carrier orders from FleetPanda’s platform. 

On activating the common carrier feature, the common carrier driver record is automatically created so when a carrier order is created, the order is auto-assigned to that driver. 

This ensures that a driver is always available and further streamlines order assignment, reducing the manual effort in creating and assigning orders to common carriers. 

Moreover, driver shifts are also auto-created for common carrier orders. This further enables you to manage day-to-day operations more efficiently while reducing manual tasks. 

We’ve done a couple of upgrades that make pricing & contract management workflows easier for you! 

Email pricing quotes to customer POCs

You can now seamlessly input and store Point of Contact details, including name, email, and phone number, directly in the customer pricing configuration settings. 

The customer pricing page now includes the option of sending an email to POCs along with price quotes to help you send detailed pricing information to customers in just the click of a button. 

Look up specific customers and ship-to’s

You can search for specific customers and ship-to locations directly from the search bar in the customer pricing section. You can further use the sorting functionality to pull out specific information. 

Search functionality on margin and tax pages 

The search bar on the market and tax sections allows you to quickly pull out specific information and better manage your margin and tax-related data. 

While creating fees for movement orders, you can specify the service order type for a more granular fee categorization. 

We’ve also added a dedicated fee table to the movement order creation page that gives you a list of all types of service order fees - giving you a more comprehensive view during order creation. 

Lastly, you can auto-calculate fees post-service completion. This feature simplifies the entire post-order processes and ensures accurate and fast fee calculations without any manual efforts. 

Our integration ecosystem is growing! FleetPanda’s dispatch system now integrates with Anova tank monitors - giving you added tank monitoring capabilities. 

Along with this latest addition, we’ve also brought some enhancements to our tank monitor integration module. 

You can now filter tank monitoring data by 

• Hub name 

• Provider associated with each hub, and 

• Providers and Hubs simultaneously 

That gives you much more flexibility in extracting the precise data/information you need. 

We restructured our delivery detail order module to give you a more intuitive, user-friendly experience with modern visuals, faster loading and much quicker actions. 

Get ready to expand your tank monitoring capabilities! We now integrate with Graco’s tank monitors to help you better manage your keep-fill contracts. 

Asset management got a whole lot easier with these feature upgrades and enhancements. 

You can add details for requested products and peripherals while creating asset movement orders - which is also visible in the rental assets order well. 

A new field for driver notes has been added to the order details page to ensure drivers have all the information needed for successful order fulfilment. 

Asset hubs are auto-updated on the customer and ship-to hubs to ensure accurate asset tracking and management. 

New ‘To Ship-to’ and ‘From Ship-to’ columns added to the order well further enhance visibility and control.

You can quickly categorize and identify assets with the added ‘asset type’ column on the rental asset page list. 

Manually pulling out pricing information from different sources, mapping customer contracts to fuel prices, constant back and forth calls to check pricing and delivery data - are now a thing of the past. 

With the pricing module you can now In our latest module, here’s what we bring to you: 

• Import fuel rate from various sources via CSV, eliminating the manual efforts of pulling fuel price information from different sources 

• Create a single source of truth of pricing data for pricing managers, dispatchers, drivers, billing teams, sales 

• Automatically map customer contracts to everyday fuel rate and apply them to customers during order creation and save your team at least 3 hours of manual effort

• Auto-calculate and apply pricing details including taxes, margins, freights etc to delivery orders 

• Auto-link BOLs to load and delivery orders and say goodbye to manual reconciliation and errors 

• Auto-sync pricing and BOL data to your back office systems and cut your invoicing time to half ensuring same-day, error-free invoices