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
October 11, 2019

Multi-Stop Orders – Report Problems and Claims on Stop Level

Certain problems or claims may arise on a stop level but may not affect your entire multi-stop order. Now, you can report a problem or submit a claim on only the stop it applies to.

How to:

  • Click into the multi-stop order.
  • Click on the three dots next to the stop you need to report the problem or submit the claim for.
  • Add the details.

Any problem you report on a stop can be previewed at the Order List level for a consolidated view.

Available in Sandbox: Wednesday, October 9th, 2019

Available in Production: Wednesday, October 16th, 2019

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New
October 11, 2019

Tags – Tag and Filter Manifests

You can now tag your Manifests like you do your Orders. If you are new to Tags, please check out this update on everything about tags.

From inside the Manifest Details page, you can apply any of your existing tags to your Manifest.

To filter based on your tags on your manifests, head to the Manifests section of your Planning module.

Available in Sandbox: Wednesday, October 9th, 2019

Available in Production: Wednesday, October 16th, 2019

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Improvement
October 11, 2019

See all Reference Numbers

Currently, there is 1 column on the Orders List for PO, REF, and Load Tender numbers associated with an order

Now, you can break these out into each of their own columns from the Orders List and in the Customer Portal.

To change your view, click on the grid icon on the top right-hand corner of your Orders List. Select the reference numbers you'd like to see. Click Save.

Available in Sandbox: Wednesday, October 9th, 2019

Available in Production: Wednesday, October 16th, 2019

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Improvement
October 11, 2019

Customer Portal – Set Default Columns for Customers

We've previously added the ability for your customers to go into their portal to customize their Orders List view.

However, you may want to offer a default setting for all customers to start with, so we've added the functionality for you to set a default for all of your Customer Portals.

In the Settings module, scroll to "Customer Portal Default Columns". Select the columns you want as the default, and it will automatically be saved.

Please note that this will only affect any new customer portals you set up for a customer. Your existing customers will have their current views, and this will not disrupt what they are used to.

Available in Sandbox: Wednesday, October 9th, 2019

Available in Production: Wednesday, October 16th, 2019

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Improvement
October 11, 2019

Find Orders by Phone Numbers

You can now search for orders by the phone numbers associated with the order form the search field of the Orders List.

You can enter the phone number without any formatting so long as the numbers appear in the correct sequence.

Available in Sandbox: Wednesday, October 9th, 2019

Available in Production: Wednesday, October 16th, 2019

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