Articles on: Orders

How to enter valid data under 'Sender and Pickup'

This article explains the purpose of the 'Sender and Pickup' section fields and how to enter valid details.


Prerequisite:If you haven’t read this article, start here: How to create orders manually


Steps:


  1. Company name (Enter sender company name)


  1. Address (Enter pickup address)


You can add coordinates by clicking creating geo coordinates using the latitude and longitude values.


  1. Extra address info (Enter extra address If needed)


  1. Contact person (Enter the sender name)


  1. Prefix (Enter the country code of the sender phone number)


  1. Phone number (Enter the sender phone number remaining digits without the country code)


  1. Email (Enter the sender email)


  1. Checkbox of Proof of Pickup email on pickup (if its selected, email will be sent to recipient upon pickup with POD, signature, and picture)


  1. Checkbox of Active SMS service (If you enable active sms service activated)


Remember: To activate SMS, a subscription is required. Without it, the feature won’t work. Contact Dropboy to add this service.
  • Checkbox of Drive now (If enabled, an SMS will notify the recipient when the driver starts the trip for the hub task)
  • Checkbox of Task Status (If enabled, an SMS will notify the recipient about the task status)


    1. Comment box (Add comment if needed)


    If unfamiliar with mandatory notes, follow this article: How to add 'Mandatory instruction review' during order creation


    1. Checkbox of Save address info (Select if you want to save address info)


    1. Checkbox of Sender and pickup location are the same (If you unchecked, please read below information)


    If the checkboxes are unchecked, separate fields for sender and pickup information will appear, requiring you to enter the details manually.


    1. Date Calender (Select the date) and two Time Selectors(Select the time).


    Before selecting, note the following:1) No time and date selected: Driver can pick up at any date and time.2) First date and time selector: Pickup after the selected date and time.3) Second date and time selector: Pickup before the selected date and time.4) Both date and time selectors: Pickup within the specified date and time range.


    1. Click the icon on the right side of the time selector.


    This icon shows your saved date and time, and lets you save new selections for future orders.


    1. Time Window must be met


    Selecting this checkbox requires the driver to follow the designated time.



    Related Articles:How to enter data valid data under 'Receiver and Delivery'How to enter valid data under 'Cargo items'How to enter valid data under 'General information'How to select order mode under 'Assignment'How to add custom fields during order creationHow to double-check the order details in the summary section during order creationHow to view the 10 recent orders on order creation page


    What is the Orders tab? How can I read order tab articles sequentially?


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

    Updated on: 20/11/2024

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