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How to Configure the Universal Dispatch & Logistics Module

Learn how to set up the Dispatch Schedule Builder (DSB), Mass Dispatch, and Load Optimizer tools.

Written by Jess Hamilton

Updated at August 15th, 2025

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Table of Contents

General Settings Dispatch Setup LTL Load Optimizer Setup

From the Supplier dashboard, navigate to the Dispatch Schedule Builder (DSB) by clicking the Universal Dispatch & Logistics tile or by selecting Dispatch Schedule Builder in the Main Menu.

Click the tools icon to open the DSB tools, then select the << Dispatch Tile Settings icon. 

Tip: Users without access to the Dispatch Tile Settings may still be able to manage Drivers, Trailers and Tractors for use in the DSB. Please see this article for alternate instructions: Setup Drivers, Trailers, and Tractors 

 

 

General Settings

Click General Settings to view and manage default user settings for the DSB.

Tip: If users should have access to the DSB and the Mass Dispatch dashboard, make sure to select Both under Dashboard Preference! We also recommend enabling Reason Codes as a best practice, especially when utilizing Mass Dispatch. 

 

 

Click Save at the bottom of the page to confirm any changes.

Dispatch Setup

The Dispatch Setup section contains tabs to manage Trailers, Drivers, Regions, and Shifts. 

In each tab, complete the form at the top of the page to add a new item. Click Add to save and add the item to the grid below. 

Existing items can be managed using the pencil edit icon or the delete icon.

LTL Load Optimizer Setup

The LTL Load Optimizer Setup section contains tabs to manage General Load Optimizer settings, Business Sector Unloading Time, Loading Time, and Trailer Flow Rates. 

To activate the load optimizer, open the General Setup tab and toggle the Enable Load Optimizer setting to the ON position. Then, click Save to confirm. 

 

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    Related Articles

    • Universal Dispatch & Logistics Module
    • Logistics (TFX) Customer Set Up
    • Setup Drivers, Trailers, and Tractors
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