Valet orders tab: Overview
Where you will manage all your day-to-day valet storage operations including deliveries & collections and picking & storing items.
The Valet Orders tab is the place where you'll manage all your day-to-day operations. Valet orders can be made up of one or multiple of the following processes:
- Empty boxes: Delivery of empty boxes to a customer.
- Delivery: Return delivery of items from storage to customer.
- Collection: Collection of items from customers to go into storage.
If you want to change the number of results loaded in the page, there is a button at the bottom of the page to do just that.
As with the other tabs, you can filter the data based on different criteria and export the filtered data in a comma-separated value (CSV) file format.
Data can be filtered according to these filters:
- State: In progress (still has tasks to be completed); Complete (all tasks done); Cancelled (no further actions possible on canceled orders); Failed (delivery or collection failed for whatever reason).
- Dates: The date the delivery or collection is booked to take place.
- Area: The area where the order is booked as per the options set up in the Area settings.
- Assigned to: Filter by the respective driver the order is assigned to.
- Customer: Filter by a specific customer.
- Labels: Filter by Labels assigned to a particular valet order.
Assigning orders to a driver
You can set up different Management Portal users as drivers by giving them a Driver Admin role and then assign orders to different drivers to help manage workload and logistics planning.
Simply click on the 🗹 icon and then select the order(s) you want to assign. Then click on the Assign to driver button and select a driver from the pop-up list.
Drivers will receive a notification email that an order has been assigned to them and you can use the Assigned to filter to sort orders for a specific driver.
Export valet orders
Click on the ⠇icon on the top right to generate a CSV file export of the data returned based on the filters you have applied.