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Getting started with the carrier console

This guide takes you from a new account to your first order on its way to the customer. You create your account, set up your company, create an order, receive it at the warehouse, plan the route and send it to your driver. Count about 30 minutes.

DropiooCarrier Console

Setting up delivery services

Services are the extras you offer on top of the delivery: assembly, installation, a third-floor walk-up, white-glove unpacking. You add them to an order, and the driver records in the app whether each service was done.

Delivery ServicesDelivery Setup

Configuring automatic dispatch

With automatic dispatch on, Dropioo sends every route planned for the day to its driver at a set time, early in the morning. You plan the evening before; the routes are on the phones when your drivers wake up.

Automatic DispatchAutomated Dispatch

Managing merchant partners

Merchants are the shops and companies you deliver for. Add them yourself, invite them to their own merchant portal, and accept the partnership requests they send you.

Merchant ManagementMerchant Partners

Managing drivers

Add a driver to your fleet, send them their activation code, and enable or disable their access to the driver app.

Driver ManagementManaging Drivers

Adding a vehicle

Add a vehicle to your fleet so you can give it to a driver as their default vehicle and use it when you plan routes. It takes a minute.

Adding a VehicleVehicle Management

Managing driver skills

Skills describe what a driver can do or is certified for: fragile goods, two-person delivery, refrigerated loads, a heavy-vehicle licence. You add a skill once, give it to drivers, and require it on the orders that need it. AI planning then takes the skill into account when it chooses the driver.

Driver SkillsManaging Driver Skills

Following your drivers live

Live tracking shows your drivers on the map while they are on the road, with their position, their route and the state of each stop.

Live Driver TrackingReal-Time Tracking

Reading a driver's activity statement

The Activity statement lists, stop by stop, what a driver did over a period: delivered, partial, failed, skipped, with the services done and the time spent. Use it to check a day, answer a customer, or prepare the driver's pay.

Creating a single order

Create a delivery order from the form: recipient, address, products and packages, services and delivery windows. Use it when an order comes in by phone or email. To create many orders at once, see Importing Orders from a File

Creating an OrderSingle Order

Importing orders from a file

Create many orders at once from a spreadsheet: up to 500 rows per file, in .csv, .xls or .xlsx. Dropioo checks every row before it creates anything.

Importing OrdersOrder Import

Approving or rejecting merchant orders

Orders that your partner merchants send from their portal do not enter your planning by themselves: they wait in Pending Approval until you approve or reject them.

Merchant OrdersOrder Approval

Planning and sending routes

Group the day's orders into routes, with the AI optimizer or by hand, then send each route to its driver's phone.

Route PlanningRoute Optimization

Adding orders or a quick stop to a route

Add a late order to a route that already exists, or add a quick stop (a pickup or a drop-off) without creating a customer order.

Adding Orders to a RouteQuick Stop

Handling refused, interrupted or cancelled routes

Sometimes a route cannot run as planned: the driver refuses it before loading, the driver cannot finish it, or you call it off. Here is what the console shows and what to do.

Route ManagementRefused Routes

Following up a failed delivery and rescheduling an order

When a delivery fails, the order shows why and what to do next. Bring the package back, then reschedule the order or cancel it.

Failed DeliveryDelivery Follow-Up

Setting up your warehouse

Add a warehouse and organize it in zones and storage locations (bins), so your team knows where each package is stored. You do this once per warehouse; receiving and loading are then daily tasks.

Warehouse SetupWarehouse Configuration

Receiving packages at the warehouse

When packages arrive at your warehouse, receive them in Dropioo. An order can be planned onto a route only once its packages are received. You can scan the packages from the warehouse inventory, or receive a whole order from its row.

Receiving PackagesWarehouse Receiving

Loading a route at the warehouse

Before a route leaves, its packages go from the shelves into the vehicle. From the console, the warehouse team picks each package, checks where it is stored and records it as loaded onto the route. The loading progress shows what is still missing.

Loading a RouteWarehouse Operations

Processing returns and unidentified packages

A package that could not be delivered comes back to the depot as a return. Receive it, decide what happens next, and hand it back to the merchant if needed. Packages that arrive without a usable label go to the unidentified zone until you find their order.

Processing ReturnsUnidentified Packages

Reading your dashboard

The Dashboard is the first screen after you sign in. Its top half is always about today: what is moving and what needs you now. Its bottom half follows the period you choose.

Dashboard OverviewReading Your Dashboard

Analyzing your delivery performance

Analytics gives the full picture of a period: success and punctuality, trends, drivers, zones, merchants, the hours you deliver, and the long run.

Delivery PerformancePerformance Analysis

tracking your delivery

Your carrier delivers with Dropioo. When your driver starts the delivery of your order, you receive a text message (and an email if the sender has your address) with a link to follow it live.

Delivery TrackingTrack Your Delivery

Viewing your proof of delivery

Once your order is delivered, your tracking page shows the proof the driver recorded at your door.

Proof of DeliveryPOD

Rating your delivery

Once your order is delivered, you can rate your driver from your tracking page. Your rating helps the carrier improve every delivery.

Delivery RatingRate Your Delivery

Messages you receive about your delivery

Your carrier keeps you informed by text message, and by email when the sender has your address. Each text message starts with the carrier's name. Here is what you can receive, and when.

Delivery NotificationsDelivery Messages

What happens if you miss your delivery

If nobody can receive your parcel, the driver records the reason (for example, you were absent) and brings the parcel back to the depot. Nothing is lost: the carrier decides with the sender what comes next.

Missed DeliveryFailed Delivery

Creating your merchant account

Create your account on the merchant portal, confirm your email address, then fill in your business details in the welcome wizard. The portal is at merchant.dropioo.com.

Merchant AccountAccount Creation

Setting up your merchant profile

Your profile tells your carriers who you are, who to call and where to pick up your orders. You filled part of it in the welcome wizard; complete or correct it at any time in Settings.

Merchant ProfileProfile Setup

Connecting with a delivery partner

Your delivery partner is the carrier that delivers your orders. You need at least one active partner before you can submit orders. Either the carrier invites you, or you send it a request with its carrier code.

Delivery PartnerPartner Connection

Submitting an order to your partner

Send a delivery order to one of your carriers from a four-step form. The order waits in Pending Approval until the carrier approves it. To send many orders at once, see [Importing Orders from a File].

Order SubmissionSubmit an Order

Importing orders from a file merchant

Send up to 500 orders at once from an Excel or CSV file. The import runs in five steps, Partner, File, Columns, Review and Results, and nothing is created before the last one.

Importing OrdersOrder Import

Tracking your shipments, labels and proof of delivery

Follow each order and each package from the moment you submit it until it is delivered: its status, where it is, its history, its labels and, once delivered, the proof of delivery.

Shipment TrackingDelivery Tracking

Managing your returns

When a package cannot be delivered, or the customer sends it back, it becomes a return. Follow your returns in Returns and tell the carrier what to do with each package.

Returns ManagementManaging Returns

Managing your merchant account settings

Change your password, read your notifications and sign out. Your business details are covered in [Setting Up Your Merchant Profile]

Merchant Account SettingsAccount Management

Choosing which notifications dropioo sends

Decide which text messages, emails and push notifications Dropioo sends to your customers, your drivers and your team, and set the name your SMS start with.

Notification SettingsDropioo Notifications

What your customers receive and when

Dropioo keeps your customers informed by text message (SMS) and by email, at a few precise moments only. This page lists each message so your team can answer customers' questions.

Customer NotificationsDelivery Notifications

Using the notification center

The notification center collects what happens on your deliveries: failed or partial deliveries, a driver who refuses or finishes a route, a merchant who sends an order or a partnership request. Each notification takes you to the right screen.

Notification CenterViewing Notifications

Managing your subscription and invoices

See your trial or subscription, choose a plan, manage your card, cancel or resume, and download your invoices. Billing applies to your carrier account; prices are in Canadian dollars (CAD).

Subscription ManagementInvoice Management

Checking a delivery's proof and failure photos

Every delivery leaves a proof: who received it, when, where, with photos and, if the customer signed, a signature. Use it to answer a customer or a merchant who asks.

Proof of DeliveryDelivery Photos

Managing users, roles and permissions

Give each member of your team their own account, with a role that opens only the screens they need. Roles group permissions; users get one role each.

User ManagementRoles and Permissions

Managing your account, profile and password

Update your own details and your company's, find your carrier code for merchants, and change your password.

Account ManagementProfile Settings

Activating and signing in to the driver app

The Dropioo Driver app has no password: you activate it once with your phone number and a 6-digit activation code sent by your company.

Driver App ActivationMobile App Setup

Viewing your routes for the day

The Orders tab is your home screen. It shows your route of the day, the next ones, and the deliveries you already made.

Daily RoutesViewing Routes

Handing a route back or reporting a delay

If you cannot do a route you received, or if you will be late, tell dispatch from the app. You can hand a route back only before you start loading it.

Route HandoverReporting a Delay

Loading your vehicle at the depot

Before you leave, load every package of your route by scanning its label. The app checks each package belongs to your route.

Vehicle LoadingDepot Operations

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