Set Up a Team
  • 15 Aug 2023
  • 12 Minutes to read
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Set Up a Team

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Article Summary

A team groups together the people and vehicles needed to fulfill orders from a specific fulfillment center or service area. It can contain drivers, dispatchers, vehicles, and orders.

For example, you can define a team as all orders and drivers assigned to a few stores in a small neighborhood. Or a team might consist of refrigeration trucks, their drivers, and orders of perishable goods. If you use carriers, you can define delivery terms to assign a team's orders to specific carrier and then use the carrier selector to automatically choose the best one for each order.

To fulfill an order, you must assign it to a team, then Bringg can assign it to a route and driver or to a carrier.

Dispatchers only see drivers and orders assigned to their teams. If a driver belongs to multiple teams, the dispatcher or driver can choose which team to join at the start of each shift.

Set up a team

 

Before You Begin

  • Define your fulfillment network in Bringg. For example:
    • Determine if you group teams by individual fulfillment centers, service area, or type of service.
    • (Own Fleet only) Decide if drivers can belong to more than one team, and if they are allowed to choose the team to join for each shift.
    • Determine if dispatchers are connected to only one team or a group of teams.
    • Determine if you are using Own Fleet or carriers or both. If you are using a carrier, make sure you are connected with them in Bringg. Learn more.
  • Define the team's name and ID, address, contact phone number, and time zone. Bringg uses this information to connect incoming orders with the right team.
  • (Optional) To set up vehicle types, contact your Bringg customer service representative. You can then add vehicles and assign them a team as described here.
  • (Optional, Own Fleet only) Define and set up skills  for drivers and vehicles.
  • Confirm you have a Bringg user of type Admin.

Procedure

Step 1: Navigate to Drivers > Teams and select Add Team.

Navigate to Add Team page

 

Field

Description

Name

Enter the name that other systems use for to identify this team outside of Bringg. For example, this might be a store name or location, such as the Centerville team.

External ID

The store number or location name you use to identify the location.

Description

(Optional) Enter identifying information that isn't in the team name, such as its location. For example, if the team name is South Shore, the description can be Long Island, NY.

Address

Start typing and then choose from the suggestions dropdown.

As in all address fields, Bringg validates the data you enter so that it is consistent with geocoding data, which navigation apps use to accurately find it.

Lat and Lng

Bringg automatically fills this field when you select an address. You can also add the team's latitude instead of adding an address.

Contact Phone

Enter the designated contact point for the team, usually its main dispatcher.

Time Zone

Enter the fulfillment center's time zone, which Bringg uses to connect orders with the right team and display the time windows correctly for each team.

Step 2: Select Add Team.

To see the new team and its Bringg ID in the list, reload the page.

Step 3: (Recommended) To add the External ID, which is the team ID that other systems in your organization might use, select the team name or ID in the list and add the details in the Info tab.

Add external ID

 

Step 4: You can automatically assign orders to a team using its ID, or the location of its destination.

To...

Do this...

Assign orders directly to a team

Share the External ID or Team ID created by Bringg with your IT integrator to include in the order's payload that your OMS sends to Bringg.

Assign orders to a team based on their location

Define a service area as a perimeter on a map or as a set of zip codes:

  • Using right clicks only, draw a perimeter by defining points on the map. Once you have enclosed a shape, select one of the perimeter points, select the image, then enter a name for the area.
  • Go to the Info tab of the team page and enter a list of zip codes under Service Zipcodes.

If you have a long list of zipcodes or latitude and longitude coordinates, contact your Bringg customer service representative to define a service area by uploading a CSV file with the list.

Step 5: (Delivery Hub only) You can assign all orders for this team to a set of carriers using delivery terms , and then allow the carrier selector to choose the best one for each order.

To assign all orders for this team to one or more carriers, define a delivery term that best fits your business goals (learn more) and select Add Attribute > Team, then enter or choose your team name from the list.

Assign all orders for your team to a specific carrier

 

Step 6: (Recommended) To assign a dispatcher to several teams without granting admin permissions, assign them to a group of teams.

To do this, contact your Bringg customer service representative to set up a team that contains sub-teams. Then in the Info tab of the sub-team and choose the Parent Team.

Select a parent team

 

Step 7: (Own Fleet  only) Add drivers and a dispatcher to a team so that Bringg can automatically assign them the team's orders.

Add a driver to a team

 

  1. For drivers: navigate to Drivers and select the driver's name.
    For dispatchers: navigate to Settings > Users and select the dispatcher's name.
  2. Select EDIT DRIVER, then begin typing the team name next to Driver Teams. Select the team name, then select Save.

Step 8: (Own Fleet only) To add a vehicle to a team, navigate to Drivers > Teams, select the team, navigate to the Vehicles tab, and select Add Vehicle.


Add a vehicle to a team

 

Step 9: (Optional, Own Fleet only) To add multiple vehicles, select Import Vehicles CSV.

Format the CSV file according to the following order (with no spaces in between items):

Name,Color,Model,UserID,ExternalID,VehicleType,ID,TeamID,CompanyID,LicensePlate,"Skills"

For example: Vehicle1,White,Isuzu,12345,,Van,67891,112233,123ABC,"Refrigerated,Snow Tires"

  • Do not include a header column
  • Format the list with a comma between each item, and no spaces.
  • Enter two successive commas to denote a blank value.
  • You assign skills  to drivers and vehicles, so that Bringg can match them to orders which require the same skills. To assign a skill to a vehicle, enter the string exactly as listed in Bringg, and place quotation marks around it. For multiple skills, place the quotation marks at the beginning and end of the list of strings. Learn more.

Step 10: (Optional, Own Fleet only) To allow drivers to choose a team to join at the start of each shift, contact your Bringg customer service representative.

Step 11:  (Optional, Own Fleet only), To assign a service area to a driver on a team, access the Drivers tab of the team page and select Assign Area to choose a service area.

Assign a service area to a driver

 


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