Checklist Admin (detailed)

Homepage

Check correct displaying all sections of Control Panel

Manage orders

Check your placed orders for missing data or incorrect in addresses, delivery date, instructions, card message, occasion (funeral), order calculation is correct

Update billing and shipping information

Update delivery date

Update card message, signature, special instructions

Check View/NEWFORM/GIFT prints preview (Ctrl+P)

Check QR-code scanning via mobile drive app

Changing statuses and information from driver app

Order history

Update order status is working and update message is saved

Sending a letter to the warehouse (about created order and changing status)

"Resend confirmation email" function

"Does customer have not resolved emails?" function

"Mark Order" function

"Rating of Customer" displaying

"Subscription orders" displaying

Searching order by filters

Status filters

Check menu

Phone order manager

Place order with creating a new account

Place order with existing user

Several products adding

Several quantity calculations

Receive delivery updates via SMS

Submit coupon code

System pulls correct and full user autocomplete address

Choose any existing delivery information

Fill card message and special instructions

Finish order and check order confirmation email:

|. Delivery date

||. Address

|||. Card message

|\/. Products (names,sku, descriptions, quantities and prices)

Check correct functionality all required and not required fields

Create route

Сorrect choosing of order details(Search)

Optimization route function

Route creation(In transit)

Do not return to warehouse field

Other functions

Route manager

Search for routes by warehouse

Search by driver

Search by order id/route id

Search by date

Correct displaying of information in a PDF file

Unpublish route function

Publish route function

Check status

Check billable

Rates

History

Remake function

Employees

Transition to ORCA

Manage front end users

Add new user and log in with a new credentials on frontend (incognito mode)

Delete user Change general user information

Change bill to information

Change shopper information

Ship Order

Find order by id

Transfer to transit

Prints orders preview (Ctrl+P)

Driver Option Manager

Create new driver

Edit driver

Delete driver

Search by warehouse

Search by filter

Manage Coupons

Creation new coupon

Search

Edit coupon

Delete coupon

View Reports

View report result on screen

View report result in Excel

View report result on screen (with Explain)

Create report

Edit report

Publish report

Unpublish report

Delete report

Unpublished report

Google sheets report

Exteneded Reports

View report result on screen

View report result in Excel

Google sheets report

Manage Users

Create user

Edit user

Delete user

Filters

Add DHL user

User Group Manager

Create user group

Edit user group

Delete user group

User group rights

Postal Code Warehouse Manager

Create postal code

Edit postal code option page

Publish postal code

Unpublish postal code

Delete postal code

Parce SCV

Filters

Driver rates

Create new zone

Edit new zone

Delete new zone

Filters

Add postal code to zone

Parce SCV

Edit postal code in zone

Delete postal code in zone