Schedule pick-up & delivery operations

To schedule a pick-up and delivery operation on AntsRoute, just follow these steps:

1

Go to the “Appointment making” tab of the “Schedule” module.

2

Click on the blue “Add a customer” button.

Note: When your customer is already registered, enter his name in the search bar and select it from the drop-down list. Then just click on the blue “Add appointment” button from the customer’s file.

3

Fill in the following fields.

General information

Last name ;
Address ;
First name (optional) ;
Email (optional);
Mobile number (optional).

Note: Phone numbers must be in international format. For example, +44 7400 123456  for a phone number in the United-Kingdom.

More information

External Id (optional) ;
Phone number (optional) ;
Comments (optional) ;
Private comments (optional).

Note: The private comments are visible only from the web interface. The agents or deliverymen cannot view these comments from the mobile application.

4

Click on the blue “Save” button.

5

Fill in the appointment scheduling form.

Delivery (or pickup) details

Type (delivery or pickup) ;
Duration ;
Time slot ;
Order type (optional) ;
Agent (optional) ;
Comment (optional) ;
Files (optional) ;
Capacities (when defined beforehand) ;
Extra fields (when defined beforehand).

Collection (or deposit) details

Deposit location (existing customer or not) ;
Duration ;
Time slot ;
Comment (optional).

6

Define a “Period for searching availabilities”.

7

Click on the blue “Search availabilities” button.

8

Select a date among those proposed.

9

Click on the green “Save the appointment” button.