Specialities
Master data for specialities (special service and delivery competencies): search and filter the specialities table, create, edit and delete specialities, and manage multilingual labels, type and symbol.
The Specialities page manages the master data of specialities – special service and delivery competencies that can be assigned to shipments, vehicles or drivers. It lists all recorded specialities with their symbol, reference ID, type, label and description and serves as a basis for representing special requirements during dispatching. The page is aimed at administrators and superadministrators; depending on permissions, dispatchers as well as web ordering users can also view the overview.
1. Navigation
The specialities overview can be reached via the main menu under Master Data › Specialities.
2. Specialities Overview (Table)
The overview shows all specialities in a sortable, page-by-page loaded and filterable table. Each row represents one speciality.
Default columns
| Column | Description |
|---|---|
| Symbol | The symbol stored for the speciality. If no individual symbol is stored, a default symbol is displayed. |
| Reference ID | Unique reference ID of the speciality |
| Type | Kind of speciality (displayed translated, e.g. customer-specific) |
| Name | Label of the speciality in the user's language |
| Description | Description of the speciality |
| Visible in App | Indicates whether the speciality is transmitted to the Driver App |
Sorting
Clicking on a column heading sorts the list in ascending or descending order by that column.
Open an entry
Clicking the edit button of a row opens the speciality in the editing dialog. There the details can be viewed and edited – depending on permissions (see Section 4).
Note: The individual column configuration (visible columns and order) is saved per user and is retained after logging out.
3. Group and Scope Filter
The filter bar can be used to narrow the display down to a specific group.
- Group: The group selection restricts the list to the specialities of the selected superordinate group. When the group selection is changed, the table is automatically reloaded.
- Current group only: This option limits the display to specialities of the selected group. If the option is disabled, specialities of superordinate groups are also taken into account.
Note: The "Current group only" option is not available to subcontractors.
4. Create / Edit a Speciality
New specialities are recorded or existing ones changed via the editing dialog. The dialog opens as a movable window.
Available fields
| Field | Description |
|---|---|
| Symbol | Image that identifies the speciality in the overview and in dispatching. A symbol can be uploaded or replaced via the image preview. |
| Name | Label of the speciality. The label can be recorded in multiple languages. |
| Reference ID | Unique reference ID of the speciality (mandatory field). |
| Type | Kind of speciality. |
| Description | Freely selectable description of the speciality. |
| Visible in App | Only specialities with this option are transmitted to the Driver App. The value is copied when the speciality is assigned (e.g. to a vehicle, a location, a product or an order). For new specialities, the option is enabled by default. |
Create a speciality
- Click the add button in the toolbar.
- Enter the reference ID (mandatory field).
- Enter the label in the desired languages.
- Optionally select the type and enter a description.
- Optionally upload a symbol.
- Save.
Edit a speciality
- Open the desired speciality via the edit button.
- Adjust the details.
- Save.
Note: The type of a speciality can only be set during initial creation and only by superadministrators. For an existing speciality, the type can no longer be changed.
Note: If no symbol is stored, a confirmation prompt appears before saving. In this case, the speciality is displayed with the default symbol.
Note: The reference ID must be unique. If an already assigned reference ID is used, the system rejects the save with a corresponding error message.
5. Toolbar Actions
The toolbar of the overview provides the following actions – depending on permissions.
Add / edit speciality
New specialities can be created or selected entries edited via the corresponding buttons (see Section 4). These actions are only available to users with the corresponding permission.
Delete
Specialities that are no longer needed can be deleted.
- Select one or more specialities.
- Click the Delete button in the toolbar.
- Confirm the security prompt.
Deleting several specialities at the same time (bulk operation) is supported.
Selection, Refresh and Search
- Select all / Clear selection: Selects or deselects all entries of the current view.
- Refresh: Reloads the current view.
- Search: Searches the displayed list.
Export
The currently displayed list can be exported as a file.
Templates (views)
The current column and filter configuration can be saved as a template and later restored with a click.
Reset layout
The layout functions can be used to reset the table arrangement to its initial state.
6. Notes
- Management of specialities (creating, editing and deleting) is only available to users with the corresponding permission. Viewing the overview alone is additionally possible for dispatchers as well as web ordering users.
- Changes to specialities are logged.