Delivery Escorts

Purpose

The main purpose of this module is to enable the administrator to view and manage the delivery escorts for delivering the orders placed by the users on the system (or) the customers on the sales portal.

Navigation Path

Path: Logistics> Delivery Escorts

Listing Screen

View list of all the delivery escorts that are previously added by the admin. Admin will be able to add, edit and archive/unarchive the delivery escorts. Admin will be able to view the archived delivery escorts data. By clicking on the delivery escort name, the admin will be able to view the summary of the delivery escort. Admin will be able to search the data using the filter option this is provided on the list. Admin can view the listing in two ways, admin will have the option to change the view by clicking on the “Change view” Button.

Table View

Grid View

Reset Password

• On clicking the reset password button in the grid view listing, admin will be able to reset the password of the particular delivery escort. On click, below pop-up will be displayed

1. New Password (Required): Enter the new password for the delivery escort. On clicking the eye icon, the entered password will be visible to the admin.
2. Confirm Password (Required): Enter the same password specified in the above new password filed, for confirming the password.

Mark Archive

• On clicking the mark archive button admin will be able to archive the delivery escorts.
• Admin needs to select the delivery escort from the listing for archiving the delivery escort.

View Archive Data

• On clicking the view archive data button, the admin will able to view the archived escorts data. Admin will be able to unarchive the archived delivery escorts from the archived escorts listing.

View Summary

• On clicking the delivery escort name in the listing, the admin will be able to view the summary of the delivery escort as shown below.

• On clicking the order history tab, the admin will be able to view the order history details of the delivery escorts.
• On clicking the notes tab, the admin will be able to view and add the notes for the delivery escorts.
• On clicking the activities tab, the admin will be able to view the activities of the delivery escort.

Edit Delivery Escort

• On clicking the edit button, the admin will be able to edit delivery escort details.

Add Delivery Escort

• To add a new delivery escort, click on the above button

Add/Edit Delivery Escort

• User will be able to Add/Update the delivery escort from this page
• The user needs to fill in the delivery escort information to add/edit the delivery escort in the system.

1. Name (Required): Specify the first, middle, and last name of the delivery escort.
2. Display Name (Required): Enter the display name for the delivery escort.
3. Email: Enter the email id for the delivery escort.
4. Password (Required): Specify a strong password for the delivery escort.
5. Phone Number (Required): Specify the phone number for the delivery escort for connecting purposes.
6. Profile Image: Upload the profile image of the contact purpose.
7. Date of Birth (Required): Select the date of birth of the delivery escort contact person.
8. Gender (Required): Specify the gender of the contact person.
9. Remarks: Enter the remarks for the delivery escort.
10. Alternate Phone Number: Specify the alternate phone number of the delivery escort contact person.

• Admin can save the delivery escort by submitting the form or can discard the delivery escort.
• On Submission, the delivery escort will be listed on the delivery escort listing page.