Introduction
In Ooooby, managing delivery areas and drop sites is crucial for ensuring efficient logistics and providing customers with convenient pickup options. This guide will walk you through the process of adding and editing delivery areas and drop sites, from defining zones for drivers to setting up communal pickup points.
Adding Delivery Areas and Drop Sites
Step-by-Step Creation
Preparation:
Delivery Areas: Define a zone for a set driver. Ensure the start and end points (usually the hub address) are entered into the system. If using alternative points, they must be added first.
Drop Sites: An address where multiple customers can collect their orders. You can make a drop site private for exclusive access.
Implementation:
In the Crew Dashboard, navigate to Deliveries > Customer Area Mapping.
Enter the Name of the delivery area or drop site and a unique Area Code (3 letters).
Click Create Area. This action makes the area or site visible and editable in the Delivery Group Management section.
Editing Delivery Areas and Drop Sites
Customizing Your Delivery Logistics
Accessing Delivery Group Management:
Go to Deliveries > Delivery Group Management.
Find and click Edit for the area or site you wish to modify.
Editing Details:
Name and Code: Previously created in the Customer Area Mapping step.
Delivery Day: Choose based on your delivery schedule and cut-off times.
Delivery and Packing Delays: Adjust based on the sequence of delivery days.
Packing Priority: Set the order for packing routes.
Driver: Assign a driver for areas or a host/driver for drop sites. (Note: Drivers should be set up as customers in the system first.)
Label Colour: Helps in distinguishing labels for drivers.
Start and End Addresses: Usually the hub address, unless alternatives were added.
Drop Site Settings: If setting up a drop site, include access codes for privacy and provide specific pickup instructions for customers.
Finalisation:
Ensure all fields are accurately filled out and click Save to update the delivery area or drop site details.
Best Practices
Driver Setup: Remember to register drivers in the system before assigning them to delivery areas.
Drop Site Privacy: Use access codes to restrict visibility to selected customers, enhancing security and exclusivity.
Clear Instructions: For drop sites, provide detailed pickup instructions to ensure a smooth customer experience.
Conclusion
Efficiently managing delivery areas and drop sites in Ooooby not only optimizes your delivery processes but also enhances customer satisfaction by offering flexible pickup options. By following these detailed steps and recommendations, you can ensure a seamless flow from setting up zones and sites to executing successful deliveries.
See the two videos below for a visual guide.