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How to Tag Drivers

Tag a Driver. Summary. Tagging drivers is used for multi-facility companies to manage which drivers are available to select when creating new shipments. For more information on tags and how they're u…

Tag a Driver

Summary

Tagging drivers is used for multi-facility companies to manage which drivers are available to select when creating new shipments. For more information on tags and how they're used, see Item Tagging Functionality and Facility Tag Settings.

Prerequisites

  • Create the tag in Facility Tag Settings before you can apply it to a driver.
  • Confirm the driver already exists under Distribution > Drivers.
  • Available to multi-facility companies only.
  • Required permissions: Ensure the user has Update permissions in User Roles > Admin Card > Distribution > View and Update. The screenshot shows the Flourish "Edit Role" page for the Admin role under Modules & Permissions, with the Distribution submodule row outlined and an arrow pointing to its checked…

Tag a driver

  1. Open Flourish and click the Manage Settings gear icon in the top right corner.
  2. Click Distribution.The image shows the Flourish software left-hand navigation menu with the Distribution option highlighted by a red rectangle, indicating where users should click to access driver…
  3. Click Drivers.The Flourish Distribution Drivers list screen, showing a table of driver names (e.g., Generic Steve, Jenny Smith, John Moss) each with a green pencil (edit/configure) icon in the…
  4. Click the green Pencil icon next to the driver you want to tag.
  5. Click the dropdown to select a tag.The screenshot shows the Edit Driver page in Flourish Software, displaying driver profile fields (name, license details, employee ID) for a driver named Jenny Smith.
  6. Select the tag.
  7. Click Save.

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Create And Manage Drivers

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