How To Create Allocation Rules?

To automatically assign drivers upon Order creation or Order Pickup, please follow the steps below,

1. Navigate to Main Menu > Settings Dashboard
2. Click on Allocation rules
3. Give a name to your rule along with a short description
4. Set the status of the rule as ‘Active’ or ‘Inactive’
5. Set a specific priority to your rule, the lower the priority, the higher is the preference
6. Choose the ‘Rule Type’ as ‘Order Rule’
7. Select the ‘Trigger Type’ when the Rules will kick in, like during – Order Creation or Order Picked up status
8. In the Assign to dropdown, choose Assign to Driver 👨‍✈️
9. Please Select the driver name and the corresponding capacity of each driver
10. Set condition on when this rule should function
11. Finally, Click on the ‘Tick‘ icon at the bottom left to save the changes

Sample Use Case

In the below image, The following happens,

👉 When Order is Created > City from = Dubai and City To = Dubai >It gets assigned to Driver ‘Tom Henry’ automatically.

Creating Variation In Allocation Rules

You can also assign orders to multiple drivers, in the same rule.

👉 When Order is Created > City from = Dubai and City To = Dubai> It gets assigned to Driver ‘Tom’, ‘Jerry’, and ‘Spike’ based on their ratio automatically.

So, The first 30 orders gets assigned to Driver Tom > Then the next 50 orders are assigned to Driver Jerry > and then the next 80 orders are assigned to Driver Spike.

Each Driver has a daily limit of 100 orders.

What do drivers receive?

Drivers download the app to receive job alerts, instructions/navigation to the delivery location, and updates on the progress of the orders. And, You can also set up PUSH Notifications for your Drivers using Notifications settings

Here is an article for your reference – https://www.youtube.com/watch?v=UEVNehJTbgk

The post Automate Driver Allocation and Driver Assignment 👨‍✈️ appeared first on Shipox.

When the order/package is prepared for shipment, but it has not been shipped yet. In other words, it means that the shipment has all the packaging information, such as the label, invoice, and other documents. The next step will be Dispatch.

How To Automate Dispatch Process On Shipox

With Shipox, you can auto-dispatch your orders directly with drivers instead of assigning the orders to a third-party courier company. To automatically dispatch your orders with drivers upon Order creation or Order Pickup, please follow the steps below,

1. Navigate to Main Menu > Settings Dashboard
2. Click on Allocation rules
3. Give a name to your rule along with a short description
4. Set the status of the rule as ‘Active’ or ‘Inactive’
5. Set a specific priority to your rule, the lowest the priority, the highest is the preference
6. Choose the ‘Rule Type’ as ‘Auto-dispatch’ 🚛
7. Select the ‘Trigger Type’ when the Rules should be activated, while – Order Creation or Order Picked up status
8. Set condition on when this rule should function
9. Click on the ‘Tick‘ icon at the bottom left to save the changes

Sample Use Case for Auto Dispatch

👉 In the below image, The following happens, When Order is Created > Country from = United Arab Emirates > The orders status are Auto-dispatched.

👉 You can also have, When Order is Picked up > Country from = United Arab Emirates > The orders status are Auto-dispatched.

What Do Drivers Receive?

Drivers download the app to receive job offers, instructions/navigation to the delivery, and updates on the progress of the orders.

📌The Drivers who pick up the orders, orders can get Dispatched with the same Driver. ( Use case can be food delivery – Eliminating middle mile, doing the first mile and last mile or Distributors use case for direct dispatch from warehouse on order creation can be achieved using this )

Here is an article for your reference – https://www.youtube.com/watch?v=UEVNehJTbgk

The post How To Automate Dispatch Using Shipox 🚛 appeared first on Shipox.

1. Navigate to Customers > Search for the customer.
2. Select his profile
3. Click on ‘change password‘ and update his new password.

The post How To Change My Customer’s Login Password? appeared first on Shipox.

Setting time slots helps you plan deliveries more efficiently while providing your customers with a more satisfying delivery experience.

Timeslot Management Features in Shipox⏰

What you can handle with Shipox is,

• Create pickup and drop-off slots for choosing suitable delivery time windows as per your customer’s availability and convenience.
• Choose your availability

How To Set Up Timeslots

To setup Timeslots, please follow the steps below,

1. Navigate to Main Menu from the left top.
2. Go to the courier company sub-menu and click on ‘Timeslots.’
3. Click on the ‘+’ at the left top to create new timeslots.
4. Add the below information,
   1. Sort Order – Pirotise your orders with the order number; the lower the high prior.
   2. Name of your timeslot – Give a user-friendly name so that your customers identify the slots by their name.
   3. Description – Give a short description of the slot for your customers to understand.
   4. Start Time – Mention the start time of the timeslot.
   5. End Time – Mention the end time of the timeslot.
   6. Type – There are two types of slots with Shipox. It can either be pickup or dropped off.
      1. Pick up – Indicate the time of collection of goods from the customer (Vendor, supplier, or merchants).
      2. Drop Off – Indicate the time of delivery to the end customer.

5. Click on the ‘Submit‘ to save the timeslots. ⏰

NOTE: The above image is an example of creating a pickup – timeslot. Please make sure you create both pickups and drop off as well.

Timeslot management is made easy in Shipox. Now that we have created timeslots, it is crucial to set the availability.

What Is Timeslot Availability ⏳🚚

Timeslot availability is a method to define for which ‘service type’ are the created timeslots available.

For Example, if we have two service types as ‘Same day delivery’ and ‘Next day delivery,’ you can have a time slot option for Next day pick up and not for same day delivery service type.

How To Set Up Time Slot Availability?

To setup Timeslots availability, please follow the steps below,

1. Navigate to Main Menu from the left top.
2. Go to the courier company sub-menu and click on ‘Timeslots Availability.’
3. Click on the ‘+’ at the left top to create new timeslot availability.
4. Add the below information,
   1. Time slot – Select the designed time slot from the dropdown menu.
   2. Courier Company – Select the courier company from the dropdown menu.
   3. Service Type – Select the service type for which this timeslot should be visible. 📢 This is a very important step.
   4. Neighborhood – Select the neighborhood cites for which the timeslot should be available.
   5. Capacity – Mention the maximum capacity of weight for which this timeslot should be visible; once the capacity weight has exceeded, the slot for today is over, and the customers are offered the next day slot.

5. Click on the ‘Submit‘ to save the timeslot availability. ⏳🚚

📌 Note – If multiple timeslots are created for both pickup and delivery they will be visible for the clients at the time of order creation

Whether operating an e-commerce business, running a local delivery service, or offering third-party logistics solutions, efficient delivery time slot management can help you automate and optimize every element in your delivery ecosystem.

The Time slot management feature allows your customers to choose suitable delivery time windows as per their availability and convenience. In short, you give your customers the freedom to choose what and when they want.

Still not sure how to set up your timeslots? Please write to support@shipox.com

The post Timeslot Management In Shipox⏰ appeared first on Shipox.

What Are Users?

Users are your team members to whom you have access to view, place, and manage Orders in your Shipox account. You can invite users with their email addresses.

While inviting a User to your Shipox account, you have to select a Role for them.

What Are Roles?

The Roles will define what access and limitations they will have while in the account.

How To Add A User And its Roles In Shipox?

To add a user in Shipox, please follow the below steps,

1. Navigate to the Main menu from the left top corner.
2. To add a user, go to the “User” page in the admin backend menu.
3. Click on the ‘+’ at the Top corner.
4. The user pop-up window is displayed; please fill in the below details,
   1. Email address – default login user name would be this email address.
   2. First Name
   3. Last Name
   4. Phone Number
   5. Associated Supplier
   6. User Status
   7. Password (Alphanumeric with lower and uppercase)
   8. Role

📌 Note – Role Admin is a mandatory role for all users who wants to log in to the admin backend.

Here is a video for your reference – https://www.youtube.com/watch?v=qhockkUcZsE

Tips For Assigning Roles

• While creating the users add the roles based on the users’ functionality in the operations.
• All the users should have “ROLE ADMIN” as a mandatory role to get access to the admin backend.
• The rest of the roles are based on the visibility they should have.
• Please refer to this article for knowing all the Roles and Permission in Shipox – https://shipox.com/support/user-roles-restrictions/

The post Users – Roles and Permission in Shipox💁 appeared first on Shipox.

Usually, the shipping orders are first ‘picked’ and ‘packed’ in the warehouse, then the planning begins for last-mile delivery.

In short, Warehousing is the process of storing and managing physical goods before selling and shipping further.

Now you can directly integrate with your Storfox WMS to Shipox for seamless shipping from your warehouse.

What Is “IN SORTING WAREHOUSE” Scan or Order Status?

With Shipox, you can pick up the orders/packages/goods from your customers and deliver them to your sorting warehouse just before the final dispatch for delivery(Order status – ‘In Sorting Warehouse’). This could be used for sorting orders for delivery by driver, zones, times, service types etc or just securely storing them.

📌 Creating a Warehouse is required when you want to track these order statuses “In sorting warehouse” and “In transit”.

How To Create Warehouse In Shipox

To add a Warehouse from the Admin Backend, please follow the steps below to add a Warehouse in your account,

• Navigate to the Main Menu on the left top.
• Courier Company > Warehouse.
• Click on the ‘+’ to add a New Warehouse.

• Enter the details and once verified press save button to create the warehouse.
  1. Name – Give a name to identify your Warehouse.
  2. Pickup Location – Please make sure to add the pickup location from the dropdown list only.
  3. Address – Add the complete address/location of your Warehouse.
  4. City – Type the Warehouse city.
  5. Email – Enter the email address you would like to use as a Login – Username
  6. Phone Number – Enter the phone number for the drivers to reach out if there are any enquiries.
  7. Status – Choose if the status of the Warehouse is Active/Inactive based on the functionality.
  8. Courier Company – depending on your workflow you can choose the associated Courier Company who will be processing your orders through this warehouse.
  9. Finally save the warehouse details by clicking on the ‘SAVE‘ button. 🏟️

QR Code For Warehouse

Your Drivers can enter/deliver orders to the Warehouse by scanning the QR Code generated and associated with a Warehouse in Shipox.

Here is a video link for your reference to create the Warehouse in a couple of minutes – https://www.youtube.com/watch?v=45fHL-eM5Po&feature=emb_imp_woyt

The post How To Create A Warehouse In Shipox appeared first on Shipox.

How To Set Up Your T&C on Shipox

As a logistics provider you can set up your terms, please follow the steps below

1. Navigate to Options from the left – top.
2. Settings > Settings Dashboard > Terms Settings.
3. Click on the ‘+’ to add a new term
4. Give a name to your term and this is the name that would be visible at the customer/merchant end as well (Mandatory field).
5. Select the language in which the terms and conditions would be displayed (Mandatory field), we support the following languages,
   – English
   – Arabic
   – French
   – Hungarian
   – Lao
   – Mongolian
   – Russian
   – Serbian
   – Spanish
   – Turkish
   📌 Note: If your language is not listed in the list above, please contact support@shipox.com
6. Choose the Terms settings Type,
   1. Public Terms
   2. Public Prohibits
   3. COD Terms
7. Visibility, It can either be ‘Yes’ or ‘No’ which means you can decide whether these terms and conditions should be visible to your customers when they are placing an order.
8. Required, It can either be ‘Yes’ or ‘No’ which means you can make it mandatory for your customers to read and check it to place an Order.
9. Once done, You can type the terms and condition in the text box that is given. You’ve an option to edit the font style, formatting, inserting of table/images and lot more.
10. Once done, Click on the ‘SAVE‘ button at the left bottom.

The post Setting Your Terms And Conditions in Shipox appeared first on Shipox.

By creating sample items you can make it easier for your customers to directly choose from sample items that are closest to their shipping requirements. It determines the width, height, length and weight of the packages from the preconfigured settings. To make it a better experience you can now create sample items in Shipox along with their reference images.

How To Create Sample Items in Shipox

To set this, please follow the steps below,

• Navigate to Options from the left – top.
• Settings > Settings Dashboard > Sample Item
• Shipox offers you a default shipment size list, however, to create a personalized shipment size > Click on ‘+’ to add a new sample item.

Points To Remember

1. Give a User-friendly Name to your shipment (Mandatory Field).
2. Choose if it is a Domestic order.
3. Select the Unit (Mandatory Field).
4. Width / Height / Length and Weight (Mandatory Field).
5. Select a Sample Image (Mandatory Field).
6. Click on ‘Save’ to update the changes. 🧱

How To Edit and Delete Sample Items in Shipox

You can view your newly created sample item in the Sample Item dashboard.

• Click on the ID to edit the details
• Click on the Delete to remove shipment size details

The post Everything About Sample Items appeared first on Shipox.

Steps to bulk upload orders

Download the customer specific bulk upload template

1. Navigate to the Main Menu
2. Click on the Orders > Upload Orders
3. Select the customer from the dropdown list, and click on the ‘Submit button (Enter the customer details using the dropdown list in the template)
4. Please check the ‘Domestic’ or ‘International’ order box as per your preference
5. Download the ‘⬇️’ to download the order template. Read here how to create and manage customers in Shipox
   Please be aware that it has to be against a specific customer when you are uploading orders.

Important points to note when doing bulk order upload

• All the red highlighted columns are Mandatory Fields
• The dropdown fields must be chosen from the dropdown options and manually typed or copied pasted. All the dropdown fields are mandatory and, if not filled, you will not be able to upload your file
• COD Amount – This is the amount to be collected upon delivery
• Public Charge – This is the delivery charge to be paid

Upload the CSV template with filled data

1. Save the template with all the changes.
2. Then, select and upload the template once the required details are complete.
3. Finally, check for the updates and click on the ‘Publish.’
4. If there are any invalid data, make the changes and publish the orders again. You can read how to create single orders here in this getting started guide

Publish your bulk upload file

In the above image, you can see the following stats,

1. The total number of Orders getting imported – 20
2. How many are Orders are Valid imports? – 16
3. The count of orders which Failed? – 4
4. The list indicates the valid and invalid status. – 1119692970 (invalid)/1119692972 (valid)
5. Publish button to bulk upload the orders

Some possible reasons for failure,

• If the system is not responding, please download a fresh template from the system and fill again.
• Carefully check if you have filled out all the mandatory fields.
• If you are uploading orders which have the same sender location, then copy the filled up the first row and paste it in the number of rows corresponding to your orders in order to help in quick uploads.
• Also, verify if you have used the drop-off and pickup area from the dropdown menu.
• Check if you have added the correct Payment Type – Cash/Merchant.

💡 Here is a quick video link for your reference – https://www.youtube.com/watch?v=f14sMXtOlk0&feature=emb_imp_woyt

Please contact our online chat or write to support@shipox.com for further assistance.

The post How to do Bulk Orders Upload appeared first on Shipox.

Shipox DMS provides you with a complete delivery management software solution for pickup and delivery. Prioritize and assign your drivers with precision and efficiency.

Our unique software suits all business types from SMEs to large companies. Shipox features such as a white-label app, driver app, and real-time tracking of all delivery personnel and vehicles.

Here’s how you can get started:

1. Create your Shipox Account
2. Get to know your Admin, Customer and Supplier Backend
3. Create Customer
4. Place your first Order
5. Create drivers and assign your Orders
6. Track your orders and drivers
7. Get Notifications
8. Get insightful reports

1. Create your Shipox Account

If you’ve already signed up for an account, you’re good to go. Otherwise, you can follow the steps and sign up here for your free trial Shipox account.

Think to optimize your business process, and we help you do that! 🎉

2. Getting to know your Admin, Customer and Supplier Backend

Once you have signed into your account, please note that you are in the Admin Backend. We also have customer and supplier backends from where the orders are placed and order statuses updated.

👉 Admin Backend URL – companyname.app.shipox.com

👉 Customer Backend URL – companyname.my.shipox.com (Sometimes also referred to as Merchant Backend)

👉 Supplier Backend URL – companyname.supplier.shipox.com

We grow as you grow and to support your business we offer premium white labelling services.

3. How to create customer and place your first Order

When you are getting started on Shipox, manage all your orders, focus on your customers, and apply processes to ensure those end products or goods or services are delivered effectively and efficiently from one place to another. So, Shipox helps you manage to optimize your delivery routes and gets work done quicker than expected.

To kick start your process, let us first create a customer in Shipox. The customer is a vendor/supplier/merchant who can create orders.

The customer places an order from the customer backend (companyname.my.shipox.com)

4. How to place your first Order

Now from the customer backend, let’s create your first order. To create your order, you need to know,

• From address – Sender name, pickup location, phone number.
• To address – Recipient name, drop-off location, phone number.
• What – Decide weight of the package
• How – Offering Service type (it can be same-day delivery, next-day delivery, or a lot more as per your preference), so don’t forget to create Service and Package rules for your orders, for reference please click here
• Who – Choose your courier company.
• Pay – COD charges if any.

That’s all. Place your first order! 📦. Shipox also gives you a feature to upload multiple orders by bulk orders.

Still puzzled, Here is a video for your Customer Order Creation Process.

📌 Note – Not just this, you can also create orders from your Admin backend, Know your complete Order Management process from here.

5. How to Create drivers and assign your Orders

Now that we have created the orders, time to work on the next steps. After placing an order(📦), you can now assign a driver (👲) for the order pickup.

1. First, let us Create a driver in Shipox. To add your driver, please click here.
2. Now that our drivers are ready for orders pickup, Let’s Assign orders to the driver. The assignment of your orders can be,
   1. Manual
   2. Automatic
3. Drivers can login to Shipox Driver’s App.
4. Your drivers are notified on order assignment in their mobile app.
5. They Start > Navigate, and deliver their orders.

📌 Note – Your tracking link is, Customer backend URL/Track, for example – https://charuenterprise.my.shipox.com/track

6. How to track your orders and drivers 📍

As you are getting started on Shipox, the system allows you to track Orders and Divers simultaneously.

Tracking order status is easy on Shipox; likewise, you can also track all your drivers in real-time with their login time, location etc.

In the image above, you can see,

1. The timestamps when the order was created.
2. The details when the order was picked up.
3. When the order was dispatched.
4. Complete snapshot of when the order was delivered.
5. Who was the driver and courier who delivered the order.
6. What is the current status of the order.

7. How to set up automated notifications

Once your order is delivered, or Driver assigned, or Driver picked up, or Order Cancel, or in short whenever there is a status change, you can determine whom you’d like to notify – you can now send out Push, SMS, or Email notifications!

Alerts & Notifications can be sent to the people who are Users of Shipox. So, Using Notifications, your users can start receiving real-time email notifications whenever a new task is assigned or updated or when an order is delivered. You can have the below types of notifications,

1. Event-Based Notifications
2. Target Based Notifications

Learn more about Notifications in Shipox!

8. Get insightful reports

When you get started on Shipox, you can not only see basic reports but you can get very detailed, insightful reports from the Shipox Performance Dashboard. You can get very quick overall statics from the Shipox dashboard. These Reports can be accessed from your Web Dashboard anywhere, on the go. You can filter the reports, save them, download them. 

The Reports include: 

• OFD (Out for Delivery) %
• DEA (Delivery Estimated Attempt) %
• FDDS (First day delivery success)
• OCC (Order created count)

• APT – Average pickup time (Is the time from order creation until the order is updated as picked.
• ADT – Average Delivery Time (Is the time from pick up until the order is updated as delivered.
• Estimated and actual time of delivery
• RTO (Return to Origin)

Hurray!! You’re now a pro at using the Shipox software as you have seen all the important features of the system.😃

The post Getting Started with Shipox appeared first on Shipox.