Find and open an order
« Toutes les commandes » shows the orders from all channels. You search, filter, then open the order card.
ReadHow to do it
- In « Toutes les commandes », click « ▦ Filter » in the filter bar.
- Untick a column to hide it, tick a column to add it (City, Delegation, Profit, Days in this status…).
- « Revenir à l'affichage d'origine » puts back the original columns.
- Set the filters you want (status, period, priority…).
- Click « Exporter la liste affichée »: the file keeps your filters and the order on screen.
Good to know
- Your column choice is kept in your browser. It only changes the display, not sorting or search.
- Exporting needs the « export » right.
More guides on this topic
Import orders
Orders come in from the carrier lists, from the website file or from the orders mailbox. Nothing is ever created twice.
ReadEnter a new order by hand
For an order received by phone, WhatsApp or social networks. The phone number is the customer's key.
ReadConfirm orders by phone call
Orders from the website and social networks must be confirmed before preparation. This screen lists the ones to call.
ReadCheck addresses marked « À vérifier »
The tool checks each address: governorate and city are required, a landmark is welcome. If something is missing, it prepares the message to the customer.
ReadRead and answer WhatsApp messages
Each customer has a conversation linked to their card and orders. The screen only appears if receiving is turned on.
ReadUnderstand alerts and checks
« Alertes & contrôles » flags parcels that are late, stuck or doubtful. Each parcel has only one delay alert: the most important one.
ReadIgnore or delete an alert
You can hide an alert for a few days, or as long as the parcel stays in the same status. Nothing is removed from the orders.
ReadA question this guide does not answer?
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