Item Reconciliation
Logging into the dispatch management system is the first crucial step. Begin by opening the application or website on your device. Enter your username and password in the login fields. If you're using a shared device, ensure you log out after your session to maintain security. Once logged in, you'll find a dashboard displaying various sections. Look for the dispatch management section, usually marked with a clear label. Navigate through the menu options to reach the item reconciliation area where you will manage dispatch operations efficiently. Assigning a rider is a straightforward process that requires careful selection. In the dispatch management section, locate the rider assignment feature. You will see a list of available riders with their current statuses. Choose a rider who is nearest to the delivery location for optimal efficiency. Click on their name, then select the "Assign" option, confirming the delivery details. Ensure that the chosen rider has the necessary tools or equipment for the job, such as a vehicle, to facilitate a smooth dispatch experience. When it comes to dispatch confirmation, the system provides options for both acceptance and rejection of orders. Once a rider is assigned, select the delivery from the dashboard. You’ll see options to accept or reject the delivery based on the item’s availability. After accepting, track the progress in real-time through the dashboard. Updates will appear as the rider processes the delivery. Make sure to monitor their location and status until the delivery is completed to ensure accountability and timely service. Item verification and adjustment require careful scanning and confirming of items. In the reconciliation section, use the scanning tool to read the barcodes of items being dispatched. Check the storage areas listed in the system to match the items against the expected inventory. If discrepancies are found in the quantities, follow the prompts to adjust the counts. This step involves recording the adjustments directly in the system to maintain accurate stock levels and effectively resolve any issues promptly before finalizing the dispatch. Payment and delivery confirmation is essential for closing the transaction effectively. After the delivery is made, access the payment verification section within the dispatch management system. Confirm that the payment has been processed correctly before completing the delivery record. Once verified, proceed to mark the delivery as completed. Ensure that the rider has collected any necessary signatures or confirmations from the recipient. Finally, confirm that the rider has returned after the delivery to ensure all items are accounted for and any returns are handled properly. Rider reconciliation is a vital final step to ensure all records are accurate and up to date. Navigate to the rider information section and pull up the details for the rider who completed the delivery. Review the items they delivered, cross-checking with the dispatch records for accuracy. If everything matches, transfer the reconciled items back to the store's inventory in the management system. This ensures that all data is complete and reflects the current status of inventory and deliveries. Accurate reconciliation helps maintain efficient operations and is critical for future dispatch planning.
By Rahul Voleti
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Go to Dashboard
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Input your correct username and password, then proceed by clicking on 'Sign In'.
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Upon successful login, you will be directed to the Ofs dashboard. Next, select the hamburger menu icon.
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To access Dispatch Management, click on the hamburger menu and select 'Dispatch Management' from the 'Orders' section.
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Choose the store associated with the rider from the options provided in the 'Dispatch' section.
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Review the order and select the options from the ellipsis menu.
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To assign a rider, click on 'Assign,' choose the rider from the available list, and then press 'Submit.'
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Launch the Shipsy application on your mobile device.
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Move the 'Accept' toggle to confirm the delivery, or move the 'Reject' toggle to decline the delivery.
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Move the 'Pickup Started' toggle to indicate that the pickup process has commenced.
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Choose the 'Scan' option to verify that the rider has arrived at the storage location.
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Take a photo of the storage area, input the storage location code, and then select 'Next.'
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Move the 'Pickup Completed' toggle to indicate that the pickup has been successfully finalized.
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Move the 'Reached Gate' toggle to verify that the rider has arrived at the gate.
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Move the 'Proceed to Delivery' toggle to indicate that the rider has arrived, or shift the 'Undelivered' toggle if the delivery was not successfully completed.
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Reduce the number of items if any problems arise with item
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Select 'Yes, Proceed' to advance to the next step, or choose 'Go Back' to make adjustments to your changes.
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Select a reason from the provided list to modify the product quantity, then click on 'Next.'
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Verify the payment amount and proceed by clicking on 'Next.'
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Choose your preferred payment method and then click on 'Continue.'
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Confirm the total and select 'Continue.'
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Upon completing your payment, please select 'Next.'
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Take photographs of the items and select 'Next.'
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To confirm the completion of the delivery, please move the 'Delivered' toggle.
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Move the 'Back to Store' toggle to indicate that the rider has successfully completed the delivery and has returned to the store.
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Access the OPS dashboard and choose 'Finance Operations' from the menu icon.
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In the 'Finance Operations' section, choose 'Rider Reconciliation.'
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Access the 'Rider Reconciliation,' choose the rider's name from the 'Rider Name' dropdown menu in the list.
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In the 'Current Hub' section, select the rider's hub from the list of available options.
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Access the Consignment Balance page.
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Choose the quantity of items to be reconciled.
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Once the items have been successfully reconciled, they will be transferred to the store along with a confirmation message.
