Dispatch Schedule Builder (DSB)
Learn how to efficiently plan and organize your dispatch schedule using the Dispatch Schedule Builder (DSB) tool.
Written by Jess Hamilton
Updated at July 20th, 2026
Table of Contents
The Dispatch Schedule Builder allows users to create and manage delivery request orders based on current tank readings, and dispatch carriers/drivers.
Open DSB as a Supplier
From the Supplier home page, click the Universal Dispatch & Logistics tile.
OR click the three lines to open the main menu and select Dispatch Schedule Builder.
Open DSB as a Carrier
From the Carrier home page, click the three lines to open the main menu and select Dispatch Schedule Builder.
By default, the DSB is configured to assign orders/loads to drivers. To dispatch to a carrier, toggle the Carrier View option to the ON position at the top center of the page.
Tip: When viewing the DSB, keep these icons in mind:
The priority ratings for automatically generated DRs are based on parameters designated in the Forecasting Setup.
- Must Go: Runout will occur if delivery is not made in the CURRENT shift
- Should Go: Runout will occur if delivery is not made in the NEXT shift
- Could Go: Compartment/FTL can fit without a retain
Filter Delivery Request Queue
The DSB page contains basic and advanced filters to narrow the displayed Delivery Requests. At the top of the page, a Region and Date must be selected.
The page will automatically apply basic filters when selected.
Tip: If Yesterday is selected, you can use the arrows to view and manage historical data for up to 72 hours prior to today.
If Today is selected, the DR queue below will display orders that have an ETA for today + the next 72 hours, to give visibility into the weekend.
Advanced filters may be expanded or hidden using the arrow in the top right corner of the Filter section and include options such as Destination Site, Product Type, Terminal, Delivery Window, etc.
Click Apply Filter to apply selected advanced filters.
Tip: If there's a specific set of filters you'll use often, save it as a Preference!
Click the “Favorite Preference” dropdown to select a Preference or click Add New to create a new one.
Changes to Preferences can be saved by clicking Update Preference.
View & Manage Orders or Loads
The Orders / Loads / Map View toggle allows you to manage how Delivery Requests are presented.
- Orders are organized at the tank level
- Loads are organized at the site level
Tip: By default, both Orders and Loads are now presented in the Grid view.
To revert to the legacy view, click the View icon and select Stacked.
Learn more about Grid View vs. Stacked View
Stacked View
The classic Stacked View offers limited data sorting and functionality. Click and drag items (from the blue highlighted area) to the DSB Workbench below to assign them.
Grid View
The following features are available when Grid View is enabled.
- Action icons such as Edit & Delete have been moved to the left, under the vertical three-dot icon to streamline actioning.
- Sort & filter any column
- Export to CSV
- Turn columns on/off using the eye icon (preferences persist between logins and views)
- Global search across all columns
- Quick “clear sort & filters” option (x at far left)
- Works perfectly with the new Multi-Assign feature — filter, select, right-click, and assign.
- Drag and drop is still available! Use the area with the blue background in the Priority column.
- The Priority column can now be sorted. The order from highest to lowest is: Must Go, Manually Created, Should Go, Could Go.
Assign Orders (Supplier View)
To assign a single order, click and drag from the blue highlighted area to the DSB Workbench below.
To assign multiple orders at once, select the checkboxes then right-click and select the Driver or Carrier.
Tip: When Enable Multi-Location Assignment is toggled ON in Supplier View, multiple selected locations may be assigned to the same Load Position. This supports split deliveries or tank wagon loads with multiple delivery stops.
DSB Workbench
Orders or loads can be further managed and assigned from the DSB Workbench.
Tip: To manage orders in the DSB Workbench, a region, shift, and date must be selected in the top-level filter, and at least one driver & trailer must be available. Learn more here.
Once added to the workbench, a single order or load can be confirmed and assigned by hovering over the order and selecting publish, or multiple orders can be published in bulk by selecting the desired rows and clicking the Action button.
Workbench Tools
From the workbench, you can click and drag loads to different available drivers or time slots, optimize routes, publish deliveries, and more.
Hover over a load to see available actions and details for that load.
Expand Driver or Carrier rows to view and edit route details.
Tip: If Freight has been configured, the Carrier View dispatch will include AP & AR rates for that as pulled from the appropriate freight table.
Manually Create Delivery Request
The system automatically creates delivery requests based on forecasting, but DRs can also be added manually from the DSB or from the Location View.
Create DR in DSB
The main grid on the DSB page can be viewed by Orders, Loads, or Map View using the toggles at the top left.
Tip: Orders can be created from all three views but may only be edited with the pencil edit icon in the Orders or Loads view.
Click the Create New Order button to add a new order.
Complete the form including Delivery Date and Required Quantity and click Submit.
Create DR in Location View
Navigate to the Location View by clicking the Location View button at the top of the page.
Use the filters at the top of the page to target search results by region, country/group, state, destination site, product type, inventory type, and/or channel of trade and click Apply Filters. Then, select a Location to display.
Explore Location Data (Tank, Product, Usage, Inventory)
Use the toggles and drop-down menu to view inventory by Tank or consolidated by Product.
Click the expand icon to view additional details including actual and estimated inventory trends for a tank or product.
Tip: Not seeing the trend graphs? Forecasting must be enabled in order to calculate and display estimated usage.
To view graph data in table form a new browser tab, click the open icon.
Grid data can be viewed by Usage or Inventory using the toggle at the top left, and may be exported or printed using the tools at the top right.
Click Create DR to create a Delivery Request.
Complete the form including Delivery Date and Required Quantity and click Submit.
