Managing fuel transactions can be time-consuming, especially when assigning drivers and trucks manually. The AI Smart Assign feature simplifies this process by automating assignments with just a single click.
What is AI Smart Assign?
AI Smart Assign is a smart feature that automatically assigns the correct driver and truck to fuel transactions. It uses the information available in the transaction details to make accurate assignments without manual input.
How it works
The feature analyzes key data points within each fuel transaction to determine the correct assignment:
Description field parsing
It extracts relevant details (such as driver or truck identifiers) from the Description column.Date-based matching
It assigns the truck based on the actual transaction date, not the date the transaction was later updated to. This ensures higher accuracy.Automatic pairing
Using the extracted data and system records, it matches the correct driver and truck to each transaction.
How to use AI Smart Assign
Using this feature is simple and requires only a few steps:
Go to the Fuel section
Select the unassigned transactions
Click on Bulk Actions
Choose AI Smart Assign
Once selected, the system will automatically assign the appropriate driver and truck to the selected transactions. Then, click Save.
They'll get assigned automatically to these transactions.
We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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