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How to create delivery trip (manual/automated)?
Go to the Consignments dashboard → Click on Unplanned bucket.
There are two ways to create a delivery trip:
Method 1- ManualIn the Unplanned bucket, select the consignments that you want to deliver in this trip, or filter out the consignments using the filters available on the dashboard.
Click on Custom Trip button, it provides three methods of providing data of consignments that are to be delivered in the trip.
All Filtered - This option selects all the consignments on the screen remaining after the filters.
Click on this option, a window appears.
Select the rider that will go for this delivery trip.
Additionally, select Schedule this trip option if you want to schedule this trip and select the date/time.
Click on Create button.
Scan/Selected - This options considers all the consignments that the user has manually selected.
Click on this option, a window appears.
Scan consignment labels/Add consignments if you want to add in additional consignments for this trip.
Select the rider that will go for this delivery trip.
Additionally, select Schedule this trip option if you want to schedule this trip and select the date/time.
Click on Create button.
Upload - This option collects the consignments mentioned in the Excel sheet that the user shall upload.
Click on this option, a window appears.
Click on Download a sample file option to get a sample Excel data sheet
Edit it to add consignment data and upload/drag and drop on the window
Click on Create button.
Method 2 - Automatic
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In the Unplanned bucket, select the consignments that you want to deliver in this trip, or filter out the consignments using the filters available on the dashboard.
Click on Create Trip button, it provides three methods of providing data of consignments that are to be delivered in the trip.
Upload - This option collects the consignments mentioned in the Excel sheet that the user shall upload.
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Click on this option, a window appears.
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Click on Download a sample file option to get a sample Excel data sheet
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Edit it to add consignment data and upload/drag and drop on the window
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Click on Yes, an auto allocation request is sent to Shipsy server.
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Scan/Selected - This options considers all the consignments that the user has manually selected.
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Click on this option, a window appears.
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Select the time slot for route optimization.
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Click on Yes, an auto allocation request is sent to Shipsy server.
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All Filtered - This option selects all the consignments on the screen remaining after the filters.
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Click on this option, a window appears.
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Select the time slot for route optimization.
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Click on Yes, an auto allocation request is sent to Shipsy server.
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