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> Schedule pick-up & delivery operations

13 August 2020
Categories
Pickup and delivery
Tags

Support > Pick-up & delivery > Schedule pick-up & delivery operations

  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.

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    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us