What are Operations?

The "Operations" feature is used to insert a leg automatically between your pickup and drop off for Hub to Hub movements

 

Prerequisites:

At least one Hub must be created and the Hub address must be saved into the Address Book.

 

Process Part 1 of 2.

1. Go to Manage

2. Go to Operations

3. Select Create Operation

The following example will provide instructions on how to create a simply Hub operation for next day deliveries

STEP #1

  • Name - Type in the name you want to call your operation
  • Select to link to previous & next task/operation -
  • Type  - Select Dropoff
  • Service Hub - Select the Hub you want to insert into the operation
  • Address - Start typing and the saved address should populate, select this
  • Select Save  and then proceed to select "ADD NEW STEP"







    STEP #2
  • Type  - Select Pickup
  • Service Hub - Select the Hub you want to insert into the operation (It should be the same as the previous step as the goods are required to be picked up again from the Hub after it has been dropped)
  • Address - Start typing and the saved address should populate, select this
  • Select Save 



4. Select SAVE



Your Operation has now been created.

The numbers 1 and 2 represent the steps created as per the above.

 

Process Part 2 of 2.

Now you need to apply the Operation to a service type. 

  1. To do this, navigate to Manage > Service Types and select Edit service type next to the Service you want to apply the Operation for.

    Eg. I want to apply the Next Day Operation to the Next Day service type, so I will choose this.
  2. Select the default operation and select SAVE.

The Default Operation has now been saved against the service type

 

Outcome

All orders created on this service type will now have a pickup and drop off task automatically inserted to go to a Hub.

Example - Operations is OFF

Example-  Operations is ON

Operations has inserted the tasks to drop off at the Hub then pickup at the Hub

 

 

To learn more about this feature or to have this feature enabled, please contact support@yojee.com