What's new on Rose Rocket

Our dedicated team make updates to Rose Rocket every two weeks, which means your software is cutting-edge every day.

New
October 15, 2019

Event-Driven Notifications

What if your TMS could automatically notify you as soon as something needs your attention? Like getting an email if you have any orders at risk, or getting a message when a customer is placing less-than-normal volume?

Rose Rocket allows you to set up custom notifications based on your business criteria. This means you can define what warrants your attention, and choose how you want to be notified.

Here are examples of Real-Time Notifications:

  • At-Risk Pickup or Delivery: Get notified if you are going to miss a pickup, or if a delivery will be late.
  • Hot Orders: Get notified when important orders warrant your attention. You can first specify what type of orders would be considered a “hot” order, like if an order is above a certain dollar threshold, or if it is for a particularly important customer (new customer, best customer). You can set up to get notified when your number of hot orders exceeds a specified amount, or even if a hot order is now at risk for a late pickup or delivery.
  • At-Risk Customers: Monitor drastic changes to your customer order volume or customer experience and get alerted about any At-Risk Customers before they drop off.
  • Claims: Get ahead of your claims so you’re not surprised at month’s end. If a claim entered is above a certain amount, or a certain number of claims is exceeded for a customer in a time period (i.e. more than 1 a month), you can be notified right away so you can investigate them.
  • Accounts Receivables: Managing a healthy accounts receivable is essential to maintaining a positive cash flow. Get notified immediately if a customer’s outstanding receivables exceed a certain amount or a certain number for a time period.

Get notified where you want:

Some companies live by their emails, where others prefer the phone. With access to open APIs, and Webhooks, you can get notified of these alerts wherever you want.

Here are some of the many channels we support:

  • Email: Get notified directly in your email.
  • Text Message: Have your TMS send you a text when events warrant your attention.
  • CRM: Have your notifications become events in your preferred CRM like Hubspot, Salesforce, and more.
  • Customer Service: Have notifications go directly into your customer service software so your agents can act on it immediately.
  • DropBox: Have a report go into your shared drives to stay organized.
  • + More! Have a channel we haven’t talked about? Let us know!

How to get it:

All Advanced Business Intelligence features can be added on to an existing Rose Rocket plan. Please reach out to subscriptions@roserocket.com for more information.

If you do not currently have a Rose Rocket plan, please book a demo to learn more.

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Improvement
January 03, 2020

Filter by Origin or Destination Address

You can now filter and find your orders by the Origin or Destination Address. This helps when you want to filter on repeat orders that come from, or arrive at, the same address.

In Orders List, you can now find two new filters:

  • Origin Address
  • Destination Address

When you select one, you can filter by typing in the exact address. This will find any order with this same address and return the results to you.

Availability:

  • This is available to every Rose Rocket user with no additional cost or setup required.
  • Available in Sandbox: Thursday, January 2nd, 2020
  • Available in Production: Wednesday, January 8th, 2020
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Improvement
January 03, 2020

Add Icons to your Tags

When Tags were introduced, we've heard from you guys that they have been exceptionally helpful in adding customization within the product. Now, you can abbreviate them further by using emojis as icons for your customized Tags.

How to set up icons:

To add an emoji as an icon for your tags, head to "Settings", and then scroll to "Tags". Currently, the icons are defaulted as 🚀.

Click on the little pencil icon to edit.

Pull up the Emoji keyboard using these commands:

  • Mac: [command] + [ctrl] + space
  • Windows: [window] + [.]

Select the emoji you wish to use to represent the tag. Please note that an icon can only consist of 1 emoji, and this emoji cannot be repeated for other tags.

Availability:

  • This is available to every Rose Rocket user at no additional cost. Icons must be set up by a user with an Admin-level account.
  • Available in Sandbox: Thursday, January 2nd, 2020
  • Available in Production: Wednesday, January 8th, 2020
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New
January 03, 2020

Multi-Currency Support – USD & CAD

Unless you are operating only within one country, you are likely working with multiple currencies within your business. To truly understand and optimize your profitability, it is imperative to bring your payables and receivables back to your home currency.

Rose Rocket can now better support multi-currency reporting for CAD and USD, with more currencies being supported in the future.

This new feature is important for any company that operates across borders, as it will help improve profitability analysis, allow for more seamless integration with your accounting software, and enable you to better adjust your prices over time.

How to Enable Multi-Currency Support:

To enable multi-currency support for your company, you need to have an Admin level account. Here’s what you need to do:

1. Confirm your Home Currency:

Your company’s Home Currency is the currency in which you operate in.

If your business is American, you are operating in USD, and Canadian businesses in CAD.

To make sure you have the right Home Currency, go to “Settings”. In the first window named “Global Settings” you can set your home currency.

***Please note that setting a Home Currency is a permanent change to your account, as it impacts all of your accounting and reporting efforts.***

2. Set up exchange rates:

Once you have set up your Home Currency, you can add exchange rates to enable Multi-Currency Support.

  • Go to Settings, and scroll down to “Exchange Rates” and click on “View Exchange Rates”

  • Make sure you select the appropriate year in the drop-down for the exchange rate you are about to enter.

  • Select the date ranges in which you want the exchange rate to apply to. Then, input the rate and click the “+” sign to create the rate. Most companies will update the exchange rate weekly.

How does Multi-Currency affect your business?

When exchange rates are set, this will only impact your internal operations. Your customers will be seeing quotes, orders, manifests, bills, and invoices in the currency they operate in, so there are no changes there.

Internally, Multi-Currency Support will impact you in the following ways:

Every order, quote, manifest, bill, or invoice that is in a different currency than your Home Currency, will revert to your Home Currency for accounting and reporting purposes.

The exchange rate that is recorded internally is based on when the STAGE of the order is CONFIRMED.

For example:

  • Quoted vs. Booked: If you were to Quote a load to a customer during Week 1 with an exchange rate of $1.33 CAD to $1.00 USD, and it was accepted and Booked officially on Week 2 with an exchange rate of $1.30 to $1.00 USD, the load would be recorded at the exchange rate of Week 2. This number is used for your Estimated Revenue.
  • Booked vs. In-Transit: When your manifest has been dispatched and confirmed as being picked up, that will lock in the rate at the time of the pickup, and this rate is used for your Estimated Costs.
  • Bill Created vs. Bill Sent: When you create a Bill it does not update the exchange rate. When you send the Bill, it will update the exchange rate to record your Actual Costs.
  • Invoice Created vs. Invoice Sent: Similarly to Billing, when you create an invoice it does not update the exchange rate. Once you send the invoice, it will update the exchange rate to record your Actual Revenue.

Externally, your customers will not see a difference, as it is presented in their operating currency. This means if you quoted them at $100 USD, they will see $100 USD throughout the whole process (not accounting for any accessorials or claims that may be incurred during transit).

💡Tip!

If there is no exchange rate set for a time period, it defaults to a USD $1.00 to CAD $1.33 exchange rate (CAD $1.00 to USD $0.77). To make sure this doesn’t happen, try adding a recurring calendar reminder to input your exchange rates a few days prior to the expiry date of your current exchange rate.

Availability:

  • This is available to every Rose Rocket user at no additional cost. 
  • Please contact your Rose Rocket representative to have Multi-currency support enabled for your organization. Additional setup is required by someone with an Admin-level account to enable this feature.
  • Available in Sandbox: Thursday, January 2nd, 2020 
  • Available in Production: Wednesday, January 8th, 2020
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Improvement
January 02, 2020

Revert Status in Manifests - Pickup, Delivery, Bill Generated

In our last release, we’ve enabled the ability to revert status on an order. This allows for users to be able to undo a simple mistake without adding on extra work. To add on to that, now you can revert a Pickup, Delivery, and a Bill Generated status within a Manifest.

Undo Pickup On Manifest Details:

You can revert the status of a leg on the Manifest Details page. From the Manifest Details page, click on “Expand All” in the “Stops” section to expose the secondary dropdown options. Alternatively, you can right-click on the stop you want to revert, and click "Expand" to reveal the secondary dropdown.

Click on the three dots in the secondary dropdown and select “Undo Pickup”. Confirm your action.

Undo Delivery On Manifest Details:

Just like Undo Pickup above, you can Undo Delivery by clicking on the three dots within the secondary dropdown of the stop you want to revert the status on.

Undo Manifest Bill Generated:

In any Manifest that is in “Bill Generated” status, you can now revert it by clicking on the three dots within the manifest, and clicking on “Undo Bill Generated”.

Availability:

  • This is available to every Rose Rocket user with no additional cost or setup required.
  • Available in Sandbox: Thursday, January 2nd, 2020
  • Available in Production: Wednesday, January 8th, 2020
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Improvement
December 03, 2019

Bill of Lading now have appointment times

We now show appointment times directly on the Bill of Lading.

Availability:

This is available to every Rose Rocket user with no additional cost or setup required.

  • Available in Sandbox: Wednesday, December 4th, 2019
  • Available in Production: Wednesday, December 11th, 2019
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Improvement
December 03, 2019

Labels

We have refactored our labels to be compatible with most standard 4" x 6" label makers. We also built in some blank space to allow you to write/sticker any other information critical to your business.

Availability:

This is available to every Rose Rocket user with no additional cost or setup required.

  • Available in Sandbox: Wednesday, December 4th, 2019
  • Available in Production: Wednesday, December 11th, 2019

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