How to open the trays form
This guide offers a quick overview of how to open the trays form for creating a tray and gain a understanding of different conditions and options.
Introduction:
Dropboy offers a tray feature to automate your order assignment process based on conditions and options. To utilize this feature, you'll need to open and complete the tray form. In this article, you will learn how to open the tray form and understand the available conditions and options.
Open the web-portal and log in.
Navigate to the "Operation" tab, then select the "Tray" sub-tab. Click on the "+" button.
The 'Create tray' form is now visible.
The tray form is divided into Name, four different conditions and Assign to option.
Fill out the form to create tray. Note: You have the flexibility to apply a single condition or combine multiple condition while creating tray.
The 'Name' field is used to provide a name for the tray during its creation. This helps in searching for your tray within a lengthy list. Follow article for more details: How to search trays by 'Name' filter
'Assignment time', Follow article for more details: Understanding about 'assignment time' condtions
'Assign using selected time window', Follow article for more details: Understanding about 'Assign using selected time window' condtions
'Bundling', Follow article for more details: Understanding about 'bundling' checkboxes
'Trip optimizing', Follow article for more details: Understanding about 'trip optimizing' conditions
Assign to Option:
This option is essentially for orders that automatically move forward based on conditions mentioned above.
Related Articles:
How to create a tray
How to update a tray condtions
How to change the vehicle in the tray setting form
How can I change/assign vehicle from outside the tray box
Here is the article that contains the step-by-step tray articles you can follow and learn from:
What are the features of the "Trays" tab? How can I read the "Trays" article sequentially
Here is the link to check the application's working status. When you are unable to access the Dropboy applications, you can quickly chat or report any issues.
Check the app's status here. If you can't access Dropboy, chat or report issues
Introduction:
Dropboy offers a tray feature to automate your order assignment process based on conditions and options. To utilize this feature, you'll need to open and complete the tray form. In this article, you will learn how to open the tray form and understand the available conditions and options.
Steps:
Open the web-portal and log in.
Navigate to the "Operation" tab, then select the "Tray" sub-tab. Click on the "+" button.
The 'Create tray' form is now visible.
The tray form is divided into Name, four different conditions and Assign to option.
Fill out the form to create tray. Note: You have the flexibility to apply a single condition or combine multiple condition while creating tray.
Name Field:
The 'Name' field is used to provide a name for the tray during its creation. This helps in searching for your tray within a lengthy list. Follow article for more details: How to search trays by 'Name' filter
Four Different Conditions Fields and Options:
'Assignment time', Follow article for more details: Understanding about 'assignment time' condtions
'Assign using selected time window', Follow article for more details: Understanding about 'Assign using selected time window' condtions
'Bundling', Follow article for more details: Understanding about 'bundling' checkboxes
'Trip optimizing', Follow article for more details: Understanding about 'trip optimizing' conditions
Assign to Option:
This option is essentially for orders that automatically move forward based on conditions mentioned above.
Related Articles:
How to create a tray
How to update a tray condtions
How to change the vehicle in the tray setting form
How can I change/assign vehicle from outside the tray box
Here is the article that contains the step-by-step tray articles you can follow and learn from:
What are the features of the "Trays" tab? How can I read the "Trays" article sequentially
Here is the link to check the application's working status. When you are unable to access the Dropboy applications, you can quickly chat or report any issues.
Check the app's status here. If you can't access Dropboy, chat or report issues
Updated on: 30/10/2023
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