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.

In a supply chain, a vendor, a merchant or a seller, is an enterprise that contributes goods, services, or Orders. Generally, a supply chain vendor manufactures inventory/stock items and sells them to another vendor, retailer or end customer in the chain.

Your merchant customers can create shipping orders in Shipox. 🎉

Who Is A Customer In Shipox?

Vendors, merchants or a supplier who wants to use courier service providers for the delivery of their goods are customers in Shipox. They can create shipping orders and track them from your customer dashboard.

Sign up for an account on shipox today. Here is a guide for quick sign up.

How To Add Your Customer?

You would not be able to add your customers directly, however, you can share the customer backend to your customers and they can signup/Sign in to their account.

For all the new customers – The customer has to register on the customer back–end by filling the details on the signup page.

💡The customer backend URL would be like – companyname.my.shipox.com

📌 Note – Customer account CANNOT be created from the Admin backend

Types of Customers

There are two types of customers in Shipox,

1. Cash Clients
2. Merchants

When customers signup to Shipox, they will be created as cash clients. From the Admin Panel, you can change the customer who is a cash client to a merchant.

What Are Cash Clients 💲

When you directly handle the customers (B2C), you can use the customer types as cash clients. In this case, the sender who places an order is liable to pay all the service charges.

What Are Merchant Clients 🤝🏼

When you directly handle the customer who is a merchant (B2B), you can use the customer types as Merchants. In this case, the sender will have the leverage to pay all the service charges as a credit balance.

📌 Note – Both types of customers will be charged for CODs.

Manage Your Customers

Now that we saw about the types of customers, Let us understand the 3 main settings for each customer that you can set from the Admin Backend using customer management in Shipox,

1. Details
2. Finance Settings
3. Communication Settings

Manage Your Customer – Details 📜

All the details of a specific customer/merchant/vendor of your Shipox are listed here, You will get the following information in the section below,

1. Navigate to Customers > Search for the customer.
2. Select his profile.
3. You find the First name and the Last name of the customer as the first fields.
4. You find the Phone number of the customers, please make sure your customers enter the valid number so that you can reach out to them if there are any order related issues.
5. Login Email address of the customer is updated, this is the email is used for,
   – For logging in their Customer Backend
   – For integrations
6. You can click on ‘Change Password‘ if your customer has forgotten their password for login.
7. Select the Country, City, Address and Postal Code of the customer.
8. Client Type – Cash Client or Merchant
9. Status – Active or Inactive to know whether the customer is active or inactive and not using your system.
10. Customer Type – Exclusive or VIP, You can choose if you need to give any special attention to any of your customers.

Additional Customer-specific Configurations

• Send Push Notifications – You can send push notifications to your customers on their orders status update.
• Send Daily Status Report – Daily Status report is a simple but most effective way to make sure everyone in your organization and your customers know how many orders they have placed and what are their statuses.
• Make COD Option Mandatory – You can make the Cash on Delivery option mandatory for some customers so that when they place an order > they will have to type so amount in the COD field that has to be collected from your end recipient.
• Hide address on Airwaybill – This option allows you to hide the address from the AWB.
• Has own Airwaybill – This checkbox allows your customers to use their own reference numbers instead of choosing Shipox Airwaybill. But, Customers must ensure that the reference number is always a unique number
• Send SMS – You can trigger SMSs to your customers.
• Send Invoice Email – The invoice of the customer can be sent via Email.

Manage Your Customer – Finance Settings 💰

You can add the complete company information, contract and invoice details of a specific customer in this section. The first 3 fields in the Finance settings allows you to write the general information about the contact — Name of the Contact Owner, Sales Person, and Company.

The below are the other finance details you need to fill,

Finance Contract settings

As a business owner, you will have to upload the contract that you have with your customer for placing the orders on a credit basis.
📌 Note: Contract upload is mandatory only for Merchants and not for cash clients.

Delivery Charge Payment option

Shipox offers 3 options for your customers to pay their delivery charges when they are using our services,
– Only Credit Balance: In this option, you can allow your customers to pay the delivery charges at the end of the by raising an invoice or by deducting the money from the total payable.
– Only Cash: In this option, you can allow your customers to pay the delivery charges as Cash while picking up each order.
– Cash, Credit Balance: In this option, you can allow your customers to pay the delivery charges as both cash and a credit balance by invoices.

Settle Due Service Charge

You can choose how you would like to deduct the due service charge amount from your customers,
– Invoice end of the month: You can raise invoices to your customer at the end of every month with the details of the total amount of service charges.
– Deduct from Total amount: You can deduct the service charges from the COD amount. If COD is not enough to settle due delivery fees and charges, the account may be blocked from placing orders unless funds enough to cover the balance are topped up. This applies only if you have selected “Deduct from COD”

And the last 3 fields of the finance settings, allows you to add the integration Endpoint for your customers to push the order automatically from their websites or any portal.

Manage Your Customer – Communication Settings 📧

In the Communication settings, you send Notifications to your customers. Using these notification settings you can receive real-time alerts every time when a new status is updated against an order is added or updated or when a new order is delivered. These notifications can be either via SMS, PUSH, Order Note, Email, WhatsApp, or Telegram.

We have covered all the key features for you to handle your customer’s details from your Admin Backend. 🧑🏻‍🤝‍🧑🏻Here is a video for your reference on how to register as a customer – https://www.youtube.com/watch?v=eK8bLyAC0GY&feature=emb_imp_woyt

The post Customers or Merchant Management in 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.