Checklist Admin (detailed): Difference between revisions
Line 120: | Line 120: | ||
=Ship Order= | =Ship Order= | ||
Find order by id | |||
Transfer to transit | |||
Prints orders preview (Ctrl+P) | |||
=Driver Option Manager= | =Driver Option Manager= |
Revision as of 20:42, 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
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)