Courier mobile app for iOS

Purpose

The application is designed to work in conjunction with the MeaSoft system. It is designed for use by couriers, both walking and driving. First of all, the development of the application considered the process of delivering intracity and intercity orders from online stores.

Device Selection

The MeaSoft App is designed for mobile devices running on iOS version 10.0 or higher.

Installation

To install the application, scan the QR code on the right or open the AppStore on your device, find the application MeaSoft App, open it and tap Install. When prompted for permissions, tap to confirm. After installation, the application will appear in the list of installed app from where you can run it.

Configuration

Check the Mobile Device Module box under References > Additional modules to synchronize the Measoft system with the application:

Note that there is a link to a Courier Service Account, username and password, with which you can log in to the CSA and manage the phones. After checking ALL users must log out of the system and log in again. After that, synchronization with the server will continue up to 1-2 hours in the background.

Keep MeaSoft operating at least at one workplace, for instance on the server, to properly synchronize orders with your client account and the courier's mobile application.

Another way to ensure continuous synchronization is if you have automation service connected, set References> Variables > System > Synchronization in Scheduler to Yes.

When you log in to the mobile app for the first time, the registration window is displayed. You can open it later by opening Settings > General > Re-Registration in the main application window.

To start using, register the application.

Registration by QR code scanning

1. In the mobile app, tap the Scan Code button. The barcode scanner opens.
2. In the Measoft system, open the employee card to whom you need to register the phone. In the card, go to the Additional tab and click on the Register phone button. A QR code will be displayed.
3. Scan the QR code with your phone's camera.

If there is an error, the message "Order not found" will be displayed. Check your Internet connection.

Registration of the application by entering a username and password

1. Enter your company's login information and password on the courier's mobile application. Open References> Additional Modules in the Measoft system to view the username and password.
2. Select the appropriate phone in the courier service account's Phones tab, click the Edit button, and then choose the preferred courier from the drop-down list in the Select Courier field. Press Save.

The list of couriers' mobile devices is displayed in the control panel of courier service account. In the Active section all devices connected to the system are displayed.

List of orders

When you open the app, it displays a list of orders. Also, you can go to it by clicking on the "Orders" button. This list can display orders "for today" as well as "for tomorrow" and "closed". Description below, in the corresponding sections.

The list displays information for each order:

• Order number
• Customer name (in parentheses)
• Recipient name
• Delivery address
• Delivery time slot

Receiving new orders

When new orders come in, the application displays a system notification, and repeats it each time the list is updated (5-30 minutes). When you click on the notification, the window of new orders will open. The window has an "OK" button that records the fact that the courier has accepted the orders. When you click it in the system backoffice, a shipment receives the status as per the courier "Handed over". The notification will periodically pop up as long as the "OK" button is not pressed. The app does not display this notification from 9:00 p.m. to 8:59 a.m. each day, because some business processes may have orders reaching the couriers at night. The notification are delayed until morning.

Orders for today

To display today's orders, click on the "Period" button, and select "Today". In this mode, the app displays orders assigned to the courier in the section "Issue", and which status (both main and "as per the courier") is "Handed over". Note that the system does not pay attention to the date when the order was issued. So if the courier received the order a year ago, and it still has the status of "Handed over", this means that today it must finally be delivered. The upper line of the list shows the amount of the delivered orders that the courier should have on hand at the moment, as well as the number of orders in the list and the number of orders total for today. Orders are highlighted in yellow if there are less than 2 hours till the end of the delivery time, and in red if it is less than 1 hour. On the left is an icon with arrows. It is green if the data was updated less than 30 minutes ago and there is an active internet connection. It is yellow if the data is up to date (less than 30 minutes), but there is no internet connection. It is red if the data has not been updated for more than 30 minutes. Clicking on the icon displays an information message with the time of the last successful and unsuccessful attempts to synchronize.

Closed orders

To display closed orders, click on the "Period" button and select "Closed". The program will display the orders with the statuses. You can only add photos to such orders.

Orders for tomorrow

To allow the courier to plan future deliveries, the application provides the ability to view orders scheduled for delivery to the courier, but not yet issued.

To display "for tomorrow" orders, click on the "Period" button, and select "Tomorrow".

In this mode, the app displays orders that are scheduled to the courier (the "Hand over to courier" field is set), but not yet handed over to him. Note that the system does not pay attention to the date on which the order is scheduled. That is, if the courier was scheduled a year ago, and it still does not have the status of delivery or cancellation, it means that tomorrow it should be given to the courier and delivered.

The top line of the list displays the number of orders in the list.

Order list update

The order list updates automatically every 5-30 minutes, depending on the iOS battery savings. You can force a refresh by pulling the order list down. The content of the orders does not change. The system reacts only on adding or deleting an order.

Display on map

To display orders on the map, click the "Map" button.

An interactive map is displayed on which the orders are marked as well as the current position of the device. Tapping on the order point displays a hint with the order data. By tapping on the hint you can open the order card.

On the map you can display orders "For today", "For tomorrow" and "Closed".

Please note that in the current version, to be able to display orders on the map in the application, you need to, before issue, display these orders on the map in the backoffice system. At this point, geocoding (georeferencing of orders to coordinates on the map) takes place. There you can also manually correct the georeferencing in case the system fails to geocode some orders automatically.

In the top line, the app shows how many orders it has failed to display on the map. By clicking on this line you can go to the list of orders that are not on the map.

Setting Statuses

By clicking on the order line in the list, tapping on the hint on the map, or by scanning the barcode from the order, you can open the order card. The card displays detailed information about the order. There are some functions are available (photos, calls, routing, etc., see below), as well as the possibility to enter the order status.

Please note: Stats can only be set for "For Today" orders.

Signature is sent to the system when you save the order card, and then will be available in the main system in the shipment card - the button "Functions" - "Attached files", as well as in the client account.

Полная доставка

Чтобы установить статус «Доставлено», выберите соответствующий пункт. При этом приложение сразу предложит получателю расписаться на экране, и в случае нажатия кнопки «Сохранить» — сохранит и подпись и весь заказ. При этом система считает, что курьер принял необходимую сумму денег с получателя. В случае оплаты картой через сервис iBox или печати чека на мобильном фискальном регистраторе сохранение произойдет только после успешного совершения операции. Когда заказ сохранен он исчезает из списка, изменение его статуса становится невозможным.

Частичная доставка

Частичная доставка доступна только для заказов с приемом платежей. Она бывает двух видов:

• в заказе есть сумма к инкассации, но нет детализации содержимого. При выборе пункта Частично нужно ввести сумму, которую курьер фактически принимает от получателя;
• в заказе есть список товаров с ценами и количеством.
  Если в заказе есть штрихкоды товаров, нажмите на кнопку Сканировать и отсканируйте товары, от которых покупатель отказывается.
  Если штрихкодов нет, с помощью кнопок «-» и «+» укажите количество фактически принимаемых получателем товаров.
  Над списком отображается сумма, которую нужно принять от получателя.
  Также можно указать причину отказа от товара.

После ввода нажмите на кнопку Сохранить. После проверки правильности ввода данных заказ обрабатывается так же, как полная доставка (с запросом подписи и пр.).

Проблемы при доставке

В случае недоставки заказа выберите один из статусов «Не доставлено» и «Не доставлено по причине». Система предложит выбрать причину из справочника (он регулируется в разделе «Справочники» — «Статусы» — «6 — Причины недоставки» в основной системе), либо ввести причину текстом.

Для исключения определенного пункта из списка «Причины недоставки» необходимо в «дополнительную информацию» внести значение «0». (в основной системе меню «Справочники» -> «Статусы» -> «6 — Причины недоставки», правой кнопкой мыши -> «Дополнительная информация…»)

Нажатием кнопки «Сохранить» заказ будет сохранен.

Типы оплаты

Заказы могут иметь типы оплаты: Наличными или Картой. В случае необходимости оплаты картой приложение отобразит слово «Карта!» рядом с суммой, которую необходимо принять с получателя.

Так же, для некоторых клиентов может быть установлен флаг необходимости выбора типа оплаты получателем (в основной системе откройте карточку клиента, перейдите на закладку «Финансы» и установите галку «Спрашивать тип оплаты у получателя»). В этом случае в окне заказа появится выпадающий список, в котором необходимо выбрать тип оплаты. Эта информация будет передана вместе со статусом в основную систему.

В случае оплаты картой, при сохранении заказа со статусом «Доставлено» или «Частично» система пытается провести оплату через сервис iBox, если он установлен. В этом случае она не сохранит заказ, если оплата не произведена. В случае отсутствия сервиса iBox, предполагается, что у курьера имеется отдельный банковский POS-терминал, с помощью которого курьер проведет оплату.

Признак необходимости кассового чека

Если в системе MeaSoft в карточке клиента на вкладке Касса установлен флажок Печатать кассовые чеки, в мобильном приложении появится надпись «Чек!» рядом с суммой, которую необходимо принять от получателя.