Block Dispatching based on Vendor Insurance
Pegasys is setup to warn users on expired insurance by default, but you may want to completely block dispatch or trigger when there is no insurance available on the carrier/vendor records.
How to block if vendor insurance is not available
Click the gears (top right)
Click Company Settings
Click Dispatch Settings
Enable Block if Vendor Insurance Expired
Click Save
Only valid Insurance Types that are enabled as Check on Dispatch will by pass the block.
In order for a carrier to be valid for dispatching at least one insurance type must be valid
How to block if vendor insurance is not available
Click the gears (top right)
Click Company Settings
Click Dispatch Settings
Enable Block if Vendor Insurance Expired
Click Save
Only valid Insurance Types that are enabled as Check on Dispatch will by pass the block.
In order for a carrier to be valid for dispatching at least one insurance type must be valid
Updated on: 06/19/2021
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