The Job tab and job flow is being replaced by Valet orders. Read the help doc for Valet orders here.
While different jobs will work differently based on the job types and respective tasks that must be completed, the overall page for any job will have these points in common.
Jobs are broken into separate steps based on the type of job created:
Pick from warehouse: Aka picking. This is the process of picking boxes from your storage facilities either to deliver empty boxes or return stored items to your customers.
Deliver to customer: The step a driver would take to complete the delivery of the picked items to the customer.
Collect from customer: The step a driver would take to complete the collection of items from a customer that are going back to your storage facilities.
Store in warehouse: This is the process of assigning an item state, title and location (in your storage facilities) to each item collected from a customer.
Creating a job
Jobs can be created one of 2 ways:
Management Portal: From the Jobs tab in a user's page
Customer Portal: By a user creating an order from their customer account.
General job info
- Collected: Collection complete and another step is still required.
- Complete: Job done. No more steps required or changes possible.
- Delivered: Delivery complete and another step is still required.
- Failed delivery
- Failed collection
- Picked: Items have been picked and are ready to be delivered.
- Wait: The first part of the job is not yet complete
Customer: Click on the name to go to the user's page.
Market: In the case you have multiple markets setup, this is the market the customer has created an order on. Learn more in the Markets doc.
Plan: In the case that you have plans set up for the respective market, this will be the plan the customer selected while creating the order. Edit the plan from the User Details page.
Date & Time
The Date and Timeslot within which the collection from and/or the delivery to the customer should be completed.
Click on the pencil icon to edit these.
Note: Restrictions on the number of jobs per timeslot and any blocked dates that you may have set in the Deliveries & collections settings will not apply to jobs booked or updated within the Management Portal.
Address / contact info
The Address and Area for where to deliver to and/or collect from, contact numbers and the delivery instructions. Click on the pencil icon to edit.
In the case that a customer creates a new order for any empty boxes to be delivered, the associated collection will be booked as a Related job. This section will give you a brief overview of the related job - click on the job ID to go to the related job's page.
Empty boxes to deliver / Items
These sections outline the empty boxes ordered or the items associated with the job. Click on the pencil to edit these any time before picking is completed.
The item list that you see will vary depending on the items you have setup in your instance.
Note: The Items section on the right of the Details section will update as items are picked and added to the job.
To manually create a charge on a job, click on the + icon and enter the details in the pop-up.
To delete a charge, click on the trash icon next to the respective charge.
Charges on jobs will be added to invoices created on or after the date of the job.
Note: Return delivery fees are added as a charge only once the return delivery has been completed.
The History section at the bottom shows the full history of any action / change taken on the job. You can add comments or images to the history log from this section too.
Cancelling a job
If you need to cancel a job, click on the three dots on the top right of the job and select Cancel job. Some jobs can't be cancelled because of their current state.