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      Service Type Mapping in Yojee: A Guide for Partner Management

      Learn how to configure service type mapping to streamline order transfers between upstream and downstream partners.

      Overview

      Service Type Mapping in Yojee allows you to align service types between upstream and downstream partners, ensuring smooth order transfers when using the Partner Management feature. This guide explains how to configure mappings, manage unmapped services, and monitor notifications for transfer issues.

      1. Configuring Service Type Mapping

      Step 1: Access the Setup Mapping Tool

      1. Navigate to the Partners section in Yojee by navigating to the Profile menu in the top right and selecting Parnters.
      2. Select the Setup Mapping button for the desired partner.

      Step 2: Choose Mapping Method

      You can configure service type mapping in two ways:

      1. Default Mapping:

        • Map all service types to a single default service type.
        • Example: Map multiple delivery types (e.g., same day, next day) to a single downstream service type.

      2. Explicit Mapping:

        • Map each service type explicitly to a corresponding downstream service type.
        • Example: Map "Same Day Delivery" to a specific service type used by your downstream partner.

      2. Bi-Directional Partner Mapping

      For bi-directional partners, you can also view how your upstream partner has mapped their service types to yours. This provides clarity and ensures alignment across partner operations.

      3. Handling Unmapped Services

      Unmapped Service Warning

      If an order’s service type hasn’t been mapped, you’ll see the following warning:

      To resolve:

      1. Assign the service type mapping.
      2. Click Save & Transfer to proceed without leaving the screen.

      4. Notifications for Failed Transfers

      If you have dispatch rules configured, unmapped service types may cause orders to fail during transfer.

      • Check the bell icon 🔔 in the top-right corner of the dispatcher screen for notifications about failed transfers.
      • Update the mapping to resolve the issue and retry the transfer.

      5. Audit Logs

      Yojee provides a detailed Audit Log to track changes to service type mappings.

      • View who made changes, what was updated, and when.
      • Access the Audit Log for accountability and compliance.

      Additional Resources

      Key Takeaways

      • Service type mapping ensures seamless order transfers between upstream and downstream partners.
      • Configure mappings using default or explicit methods for flexibility.
      • Use audit logs and notifications to manage and monitor transfer issues effectively.