Checklist Admin (detailed): Difference between revisions
Line 82: | Line 82: | ||
=Route manager= | =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= | =Employees= |
Revision as of 20:41, 26 May 2023
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