-Bad recipient address – When the address is wrong, incomplete or unclear

-Recipient not available – When your delivery team member reaches the delivery location and tries to contact the recipient, but the recipient is not available and not responding to your delivery team member calls

-Recipient mobile switched off – When your delivery team member reaches the delivery location and try to contact the recipient, but the recipient is not available and his mobile is switched off.

-Recipient number is wrong or incomplete – When your delivery team member reaches the delivery location and try to contact the recipient, but the recipient is not available and the mobile no is wrong or incomplete.

-Recipient address change requested – When your delivery team member reach the delivery location and when your delivery team member contacts the recipient, the recipient request for delivery to a different location

-COD not ready – If the recipient is unable to provide the required COD amount to accept the shipment

-Delivery rejected – When your delivery team member reaches the delivery location and recipient confirms to cancel it. Delivery rejected options:

1. 1. The shipment was not delivered on the promised date
   2. The shipment does not match the description of the order
   3. The shipment box is damaged or seal is opened
   4. The customer needs to open the shipment and verify its contents before accepting it
   5. The customer is no longer interested in the product
   6. The customer would like to pay by card

-Recipient mobile no response – When your delivery team member reaches the delivery location and try to contact the recipient, but the recipient is not available and not responding to your delivery team member calls.

-Future delivery requested – When your delivery team member reach the delivery location and contact the recipient, and the recipient request for delivery on a future date.

-Unable to access recipient premises – When your delivery team member reaches the delivery location and unable access the exact unit/office/house/room and the recipient is not responding to your delivery team member calls.

-ID or document required is missing – When order requires ID verification and the recipient is and the recipient is unable to provide any form of ID for verification.

-Bad weather during delivery – When during the delivery the weather is unbearable (extreme rain, sandstorm and etc.) to complete the delivery

-Recipient name is missing – When your delivery team member reaches the delivery location and unable to verify the name of the recipient.

-Collection arranged or requested – When the shipment is dispatched with your delivery team member and the recipient contacts your company and requests forself-collection.

-Wrong shipment – When the recipient confirms that the shipment description does not match the recipient order.

-Incomplete parcel – When the recipient confirms that the shipment has items missing and is not a complete order.

-No time for delivery – This option should only be selected if your delivery team member has run out of time and cannot complete the delivery of the shipment dispatched with him

-To upload the orders for the customer select Upload orders from the dropdown list on the top left side of the software.

-Select the customer from drop down list and press submit.

-To create an international order, please uncheck the Domestic order box and download the international order template.

-Enter the customer details using the dropdown list in the template. Please note: The 2kg package should only be selected for documents, for parcel not containing documents 3 Kg should be selected even if the weight is below 3 Kg.

-Select and upload the template once the required details are complete

-Press publish button to publish the order

-Press publish button again to ensure the order is created

-Once the order is created, it will give you an update

1. From the menu on the left side, scroll down to the courier part and select drivers option

2. Select the add button on the Top right corner of the screen

3. It will open the Create Driver page, once the details are entered and verified press submit button to create the account

The account created can be used to login from the Shipox Driver app. The account can also be created from the Shipox driver app

You can track your delivery drivers past location using our radar feature which will show you your driver’s location throughout the day, minute by minute

• Lookup past GPS logs for any of your drivers
• Driver’s GPS coordinates are logged every minute and stored for later review
• The driver’s entire route throughout the day will be drawn onto the map

1. Select the driver tracking option from the dropdown list on the left

2. Track your delivery team current status from this page

3. You can filter and search as per your requirement

1. To add a new vehicle select the dropdown list on the top left side of your backend and click on vehicle

2. Select the add button on the Top right corner of the screen

3. It will open add vehicle page, once the details are entered and verified press submit button to create the account

1. To add a new warehouse select the dropdown list on the top left side of your backend and click on warehouse tab

2. Select the add button on the Top right corner of the screen

3. It will open add Warehouse page, once the details are entered and verified press submit button to create the account

1. To update the settings and profile of your customers, click on the customers from the menu on the left side

2. Click on any of your users to make your changes

3. Details – Update the profile of your customer

4. Finance Settings – Update the finance settings of the customers

5. Contract Owner – Assign the contract owner for this  custome

6. Sales Person – Assign the sales person for this customer

7. Company – Update the company details & check the box below

8. Contract – Upload the contract agreed with the customer  for future reference

9. Delivery charge payment options – Update the charge  options you want to provide the customer

10. Credit Limit – Set the credit limit for the customer

11. Option to settle the due service charge – Invoice end of  the month or deduct from the COD

12. COD Fee – If you want to charge a COD handling fee for  the customer

13. Auto Dispatch setting- If you want to enable the option  of auto dispatch based on the package

14. Extra kg rate – If you want to charge customer for  additional kg

15. Bank transfer fee – If you want to charge the customer  bank transfer fee

16. Packages – Set custom rates for a specific customer

17. Communication Setting- Set custom communication  setting as per the customer requirement

18. Call timing settings – Set the call timing options for the  drivers to call the sender or recipient based on the  requirement of the customer

ADMIN – This role should be assigned to the user to access the  admin backend. *Mandatory

RULE_ADMIN – This role should be assigned to the user to create and  change the rules in the admin backend. Eg: Allocation  rule, proximity rule etc.

PACKAGE_ADMIN – This role should be assigned to the user to set the  delivery charges for the customer.

AREA_ADMIN – This role should be assigned to the user to create and  edit areas.

ADMIN_VIEWER – This role should be assigned to user who will have the  option to view the admin backend but will not be able  create or edit any changes

FINANCE_ADMIN – This role should be assigned to user who will have the  option to admin the finance backend but will not be able  to create or make any changes

SUPPLIER_ADMIN – This role should be assigned to user who will be the  admin for your 3PL.

COMPANY_ADMIN – This role is assigned to the company admin of the  merchant/customer account.

DISPATCH_ADMIN – This role should be assigned to user who will be setting  the dispatch rules for your organization. Eg: Auto  dispatch for certain customers.

USER – This role is required to access the customer backend.

CUSTOMER – This role is required to access the customer backend.

DRIVER – This role is assigned to the drivers of the organization.

MERCHANT – This role should be assigned to the merchants under  your organization.

SUPPLIER_BASIC – This role should be assigned to the 3PL providing  delivery service on your behalf

FINANCE_ADMIN – This role should be assigned to user who will have the  option to admin the finance backend but will not be  able to create or make any changes.

FINANCE_USER – This role should be assigned to the users who will have  finance access to the system.

FINANCE_VIEWER – This role should be assigned to the users who will have  finance access to the system but the access is limited to  viewing only.

FINANCE_APPROVER – This role should be assigned to the user who will be the  approver for the payout of COD. (Finance admin also has  approval access).

FINANCE_RECEIVABLE – This role should be assigned to the users who will have  be handling the receivable part of the COD.

FINANCE_PAYABLE – This role should be assigned to the users who will have  be handling the payable part of the COD.

CONTRACT_OWNER – This role should be assigned to the user to access the  customer details and update the company and contract  information.

WING_CUSTOMER_SUPPORT – This role should be assigned to your customer support  team.

WING_DISPATCH – This role should be assigned to the dispatchers of your  organization.

SALES_REPRESENTATIVE – This role should be assigned to the sales representative  of your organization.

MARKETPLACE_ADMIN – This role is assigned to the super admin of the account.

RADAR_VIEWER – This role should be assigned to the user to view the  drivers realtime on the driver tracking tab.

Communication settings is dynamic settings of notifications and could be set up by going  to Settings Dashboard -> Communications. One can set up 4 types (Email, SMS, Push, Note) of notifications for recipient  (target)s on each order status change(event) per courier  type.

Communication Settings designed as table of events which  could be grouped by events or targets. While grouped by event table shows notifications per target or vice versa. In  columns there are placed type of notifications.

1. The name of the message, for your reference in the  settings page.

2. This will be the name under which the recipient receives  the SMS in their phone. eg – SHIPOXAPP.

3. Type the message you want to send. This can include  free text, variables and date methods.

4. The variables to be added to the message. E.g. the order  link, tracking link or any data that has to be pulled from  the actual order

5. The formats for the functions in date and time

Event – Order created
Template – Hola, we have got your order. Kindly click  on the below link to update us with your location for  quicker delivery.   ${public_delivery_update_location_link}
Notes – For sender, kindly rephrase if sent to recipient.

Event – Assigned to driver
Template – Good news! Our driver is on his way to pick  up the order ${order_code}. Kindly keep it packed  and ready to avoid further delays. You can reach the  driver at ${driver_phone_number}
Notes – For sender, kindly rephrase if sent to recipient.

Event – Picked up
Template – Yippee! Your order # ${order_code} was  picked up by  ${driver_name}.
Notes – For Sender, kindly rephrase if sent to recipient.

Event – Dispatched
Template – Dear ${recipient_name}, parcel  ${order_code}  is with ${driver_name} and will reach  you today.
Notes – For recipient, kindly rephrase if sent to sender.

Event – Out for delivery
Template – Dear ${customer_name}, parcel  ${order_code} is out for delivery with ${driver_name}.  Track it NOW https://demo-my.shipox.com/track?id=  ${order_code}
Notes – For recipient, kindly rephrase if sent to sender.  Highlighted space to be filled with customer URL.

Event – Delivered
Template – Yay! The parcel # ${order_code} has been  Delivered to ${actual_recipient} at ${delivery_time}.  Please rate the delivery service here  ${public_customer_feedback_link}
Notes – For recipient, kindly rephrase if sent to sender.

Event – Delivery Rejected
Template – Your order #${order_code} from  ${sender_name} has been rejected. Kindly let us  know if you have any queries.
Notes – For recipient, kindly rephrase if sent to sender.

Event – Delivery failed
Template – Oops! Looks like we missed you. We were  not able to deliver your order. The update given by  our agent was – ${order_status}. We will reattempt  the delivery tomorrow.
Notes – For recipient, kindly rephrase if sent to sender.

1. To update the default prices of the shipment, please  select the dropdown list and select default packages

2. Select the pickup & drop off location from the dropdown list

3. It will open the page which highlight the rates based on  pickup and drop-off location

4. If you wish to make changes to the prices, select the  pricing of the service type & weight category you would  like to update

1. Select the customer page from the drop down list

2. Select the customer from the search bar and open the  settings page by selecting the ID

3. Select the packages tab from the page

4. Select the pickup and drop off location from the  dropdown tab

5. Select the pricing of the service type & weight category  you would like to update

6. Edit the required changes and press submit to save and  update the changes

1. To upload the orders for the customer select Upload  orders from the dropdown list on the top left side of the  software.

2. Select the customer from drop down list and press submit

3. To create an international order, please uncheck the  Domestic order box and download the international order  template.

4. Enter the customer details using the dropdown list in the  template. Please note: The 2kg package should only be  selected for documents, for parcel not containing  documents 3 Kg should be selected even if the weight is  below 3 Kg

5. Select and upload the template once the required details  are complete

6. Press publish button to publish the order

1. Select the finance tab from the dropdown list on the  upper left side

2. You can see all the finance information

3. To be collected – Amount COD which is not collected yet  from the recipient

4. Collected – It will reflect the amount collected by the  driver

5. You can also check the COD per driver using the  filter option

Updated the order by mistake, use “Order exception” page to return the order to the previous status

1. Create timeslot for you customers

2. Select the add button on the Top right corner of the  screen to open create timeslot tab

3. Once the details are entered and verified press submit  button to create the timeslot

1. Set the availability based on the timeslots created

2. Select the add button on the Top right corner of the  screen to set available timeslots

3. Once the details are entered and verified press submit  button to create the timeslot

This rule is to enable auto dispatch of orders once they are picked up. The driver does not have to wait for the dispatcher to dispatch the order.  To enable the rule Goto

• Settings dashboard -> Allocation rules -> Create a new rule

Rule for single condition

Rule for multiple conditions

Please make sure you pay attention to the OR & AND in the rule.