How to allow your customers to allot duties to specific vehicles and drivers

You can simplify your customer management and operations processes by allowing your network associate customers to choose which vehicles and drivers they want allotted for a duty.

How to allow customers to choose a driver and vehicle?

Go to masters - customer - select your network associate customer - edit - under ‘Booking/Duties settings’ select - ‘Allow associate to select vehicle and drivers’ & ‘ Auto-accept incoming booking request’- under the pop-up select all vehicles/drivers or specific vehicles/drivers that should be visible to the customer - save

By selecting Auto-accept incoming booking request, once a customer sends a booking request it will automatically go to Booked status and allow the customer to allot the duty to a driver and vehicle of their choice.

If you have selected specific vehicles and drivers under ‘Network associate allotment option’ your customer will only be able to see those vehicle and drivers during allotment.

How does it work?

Once your customer creates a booking request, the booking will be visible under Supplier Accepted to your customer. To select driver and vehicle the customer can click on the small gear icon next to the duty - select Allot Associate’s vehicle and driver - a pop up will appear for the customer to choose Vehicle and Driver.

This allotment will be visible to you and your customer through the activity log

Once a duty is allotted, you can continue with the duty completion as normal.

This simplified allotment process will allow your customer to choose a driver and/or vehicle as per their preference, maintaining quality and removing the need for you to manage allotment manually.