How to assign orders to 'Tray' from the 'Tasks List' using the drag-and-drop feature

This guide offers a quick overview of how to assign orders to trays from the 'Tasks List' using the drag-and-drop feature.

Steps:

Open the web portal and log in.

If unfamiliar, follow this article: How to login in to the Dropboy web application

Navigate to the Dispatching tab and click on it.



Click on any vehicle under 'Vehicle List'. E.g 'DB_Vehicle_02'. The 'Tasks List' is showing.



Select checkboxes of orders to assign to another vehicle, e.g., 'Demo-A2B-1' and 'Demo-A2B-2' tasks.



Position your cursor over the any order detail area.



Click and hold the 'order' to move the any Tray under trays list.

If unfamiliar, follow this article: What is the purpose of the 'Tray' lists

If unfamiliar about tray tab, follow this article: What are the features of the "Trays" tab? How can I read the "Trays" article sequentially



Release your click on that tray. The order will be assigned to that tray. E.g 'ONSDAG'



Related Articles:
Understanding and viewing information of 'Tasks List' section under dispatching tab
How to assign orders to a vehicle from the 'Unassigned Orders' using the drag-and-drop feature
How to assign orders to another vehicle from the 'Tasks List'
How to assign orders to another 'Vehicle' from the 'Tasks List' using the drag-and-drop feature
How to assign orders to trays from the 'Tasks List'
How to send orders to routing rules from the 'Tasks List'
How to unassign orders from the 'Tasks List'
How to unassign orders from the 'Tasks List' using the drag-and-drop feature

What is 'Tasks List' section under the Dispatching Tab? How can I read the in this section articles sequentially

Check the app's status here. If you can't access Dropboy, chat or report issues

Updated on: 11/03/2024