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Checklist before allocating

Table of Contents

 

Purpose

There are a few things which should be checked each day before allocations are started. This process is designed to prevent consignments from being missed in the allocation stages.

Checklist

Check the Dashboard

Each of the below is shown in the notifications area of the Dashboard. You can also tailor the notifications to suit your personal preferences. For instance, if you don't need to see 'Draft Invoices', turn off that notification by clicking the gear icon and then making changes.

Clean up the previous day's jobs

Ideally, this can be monitored throughout the day to detect where issues may be occurring:
 

  1. Check what Run sheets remain incomplete by selecting Transport in the main menu, followed by Run sheets in the drop-down menu. Then select the Today's Incomplete tab.

  2. If the driver finished the run, find out why the jobs were not marked delivered and either mark them as delivered or if they're to be reattempted reallocate the consignments to another day. If you want to charge the customer for a second delivery, then you need to duplicate the consignment and mark the original one delivered.

Pre-allocation steps
Perform these in order to prevent double-handling

  1. Allocate all Unallocated Address Strings

  2. (If enabled in your settings) Approve all Addresses Awaiting Approval

  3. Geocode all Addresses Requiring Geocoding

  4. Allocate all Unallocated Consignments (if any remain after allocating Address Strings)

  5. Update Manifests to In Warehouse

  6. Check 'Error / Unallocated' Runs to make sure no consignments ended up on those. For instance, all suburbs and postcodes you don't service will likely be connected to an 'Unallocated' run - so this run needs to be checked daily, and all jobs on the run moved to the appropriate run (and also check why the Address allocated to that run in the first place - so next time it'll allocate correctly).

Once these steps are complete you will be ready to allocate.

Next Step: Which way should I allocate my Consignments?