Services
A service is a delivery product, like Same Day or Next Day. It sets the promise, the cut-off and what happens after pickup.
Before you start
- Creating and editing services needs Create / edit services. Activating and deactivating needs Activate / deactivate. Everyone with View services can look.
1
Open Services
Services is under Business.
ServicesFiltersCustomize1⋯2New service
3All3Active3Inactive0Auto-dispatch on2
| Service | Delivery promise | Cut-off | |
|---|---|---|---|
| Same Day ActiveSD · Delivered today | Same day | 12:00 | ⋯ |
| Next Day ActiveND · Next working day | Next working day | 15:00 | ⋯ |
- The ⋯ menu. Opens Service settings: a summary of your company-wide cut-off settings. See “Cut-offs and Deliver by”.
- New service opens the service form.
- Quick filters. All, Active, Inactive, and Auto-dispatch on. The number is how many services each one holds.
TipPrices are not set here. A service is offered only where a package rule in Rates matches it.
2
Read the services table
One row for each service.
| 1 Service | 2 Delivery promise | 3 Cut-off | 4 Auto-dispatch | 5 Package rules | |
|---|---|---|---|---|---|
| Same Day ActiveSD · Delivered today | Same day | 12:00 | On | 4 | ⋯ |
| Next Day ActiveND · Next working day | Next working day | 15:00 | Off | 6 | ⋯ |
| Express ActiveEX · Within 3 hours | Within 3 hours | — | On | 0 · not offered | ⋯ |
- Service. The name and an Active or Inactive pill, then the code and a short description. Click the pill to activate or deactivate the service.
- Delivery promise. What you promise the customer. Every order gets a Deliver by from it.
- Cut-off. Orders booked after this time keep their service and price, and their promise starts on the next working day. “—” means none.
- Auto-dispatch. On: after pickup the same driver goes straight out to deliver. Off: the parcel goes to the hub first.
- Package rules. How many package rules in Rates list this service. “0 · not offered” in amber means no rule matches it, so no order can use it.
3
Create a service
Press New service. Start with the basics.
New service✕
Active1
Same Day
SD
Delivered today when booked before 12:00
Cancel4Create & add another5Create service
- Active. An inactive service is not offered on new orders.
- Code. 2 to 6 letters or digits, and unique. It is used in imports and the API. Once an order, import or API call uses it, it is locked.
- Description. Optional. One line shown to merchants under the service name on the order form.
- Create & add another saves the service and opens a blank form. A message reminds you to add a package rule in Rates so the service is offered.
- Create service saves it and closes the form.
4
Set the promise and the cut-off
The delivery promise is what every order on this service is measured against.
New service✕
Within X hours ▾
3
No cut-off
CancelCreate service
- Delivery promise. Same day, Next working day, Within X hours, or Within X working days.
- Hours or working days. This field appears for the two “Within X” promises. Hours: a whole number from 1 to 72, counting operating hours only. Working days: a whole number from 1 to 14, counting operating days only.
- Cut-off. Pick a time. It is required for Same day and Next working day, and optional for the others. You can clear it.
| Promise | When the order is due |
|---|---|
| Same day | By the end of operating hours on the booking day |
| Next working day | By the end of operating hours on the next working day |
| Within X hours | X operating hours after the start. X is 1 to 72. |
| Within X working days | X operating days after the start. X is 1 to 14. |
5
Choose what happens after pickup
Auto-dispatch decides whether the parcel goes to the hub.
New service✕
Auto-dispatch1
2
On · Picked up → Out for delivery, same driverOff · Picked up → In hub → Delivery assignment
CancelCreate service
- Auto-dispatch. Decides what happens after pickup.
- The two routes. On: the same driver goes straight out for delivery, with no stop at the hub. Off: the parcel goes to the hub first, the hub dispatches it, and you assign the delivery trip on the Dispatch page. In the rider app, Off shows only “Take this to the hub” after pickup.
6
Edit, duplicate, deactivate or delete
Use the ⋯ menu of a service.
The page ⋯ menu
A service’s ⋯ menu
- Service settings shows the cut-off settings that apply to every service.
- Edit service opens the service. Users who can only view services see “View service”.
- Duplicate opens a new service copied from this one, named “(copy)”, inactive, with an empty code. Give the copy its own code.
- Activate or Deactivate. A deactivated service is not offered on new orders. Orders that already have it keep it.
- Delete works only for a service that has never been used. Otherwise it is greyed out, and you deactivate the service instead.
7
Open a service
Click a service to see its settings and its history.
Same Day✕
1SD · 268 orders today · 4 package rules
2SettingsActivity
Cut-off 11:00 → 12:00Sara Al-Qahtani · 3 NovDelivery promise changed to Same daySara Al-Qahtani · 1 Nov
3Every change is recorded here, newest first.
4⋯CloseSave changes
- The summary line. The code, how many orders were booked on this service today, and how many package rules list it.
- Settings and Activity. Settings holds the service’s fields. Activity lists the changes made to it.
- The change log. Each change shows what changed, who made it and when, newest first. Activity needs only permission to view services.
- The footer ⋯ menu. Duplicate, Activate or Deactivate, and Delete. Save changes becomes available once you change something.
TipChanges never touch existing orders. Each order keeps the service and the Deliver by it got.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Why is “0 · not offered” shown?
No package rule lists this service. Add it to a package rule in Rates.
Do I need a separate rule for every service?
No. One package rule can list several services. Split rules only where the price differs.
Can I change a code?
Not once an order, import or API call has used it.
Can a service have its own working days?
No. Your company’s operating days and hours apply to every service.
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