A guide to essential Yojee terms like senders, orders, items, legs, and quantities to help you navigate and configure the platform effectively.
Overview
The Yojee platform uses standardised, user-friendly terminology to support a wide range of logistics workflows. This guide provides clear explanations of key terms like senders, orders, items, legs, partners, and quantities, helping you navigate Yojee with ease.
1. Sender
A Sender refers to the person or company initiating the consignment of goods. It can be:
- An individual (e.g., a person sending a package).
- A corporate entity (e.g., a company shipping goods).
Important: A sender must be added to Yojee before an order can be created.
2. Partner
A Partner refers to a third-party delivery service provider (delivery partner) responsible for completing tasks, such as pickups and drop-offs. Partners are essential for extending your logistics capabilities.
How to Work with Partners
- Transferring Tasks: Tasks or orders can be transferred to a partner for completion.
- Visibility: Partners receive order details and updates, enabling efficient execution.
- Milestones and Proof of Delivery: Milestones (e.g., pickup, in transit, and drop-off) are recorded and reflected back in Yojee. Partners can also upload Proof of Delivery (POD).
Why Partners Are Important
- Enable seamless collaboration with external delivery providers.
- Ensure smooth task handovers and real-time tracking.
- Extend your operational reach to meet customer demands.
3. Order Booking
An Order represents the movement of goods from one location to another. Orders consist of:
Order Components
- Sender: The person or company sending the goods.
- Order Details: Information such as booking references and special instructions.
- Reference Numbers: Customisable fields to align with your internal systems.
- Service Types: Defines the type of service, e.g., same-day delivery, bulk transport.
- Packing Mode: Specifies how items are packed (FTL - Full Truck Load, LTL - Less than Truck Load, CNT - Container).
- Booking Information: Details like delivery dates and required timeframes.
- Legs: Pickup and drop-off tasks with address and contact details.
- Items: Includes descriptions, dimensions, weight, volume, and type of delivery unit.
4. Leg
A Leg is a logistical segment within an order that includes a pickup and drop-off task.
Key Features:
- Each order can have multiple legs to represent complex movements (e.g., multi-stop deliveries).
- Legs are configured via Templates under the Manage section.
5. Item
An Item represents a single delivery unit such as:
- A package (e.g., carton).
- A pallet.
- A container.
Items are:
- Linked to each leg in a booking.
- Managed and dispatched either individually or in bulk.
6. Quantity
The Quantity field defines the count of outer units within an order.
How to Use Quantity:
- Tracking Individual Items:
- Set the quantity to 1 per item to generate individual labels (e.g., tracking 5 packages = 5 items with quantity 1).
- Tracking Bulk Movements:
- Use one item with a larger quantity.
- Example: Moving a full load of 22 pallets = 1 item with quantity 22.
Adjusting Quantities:
- Drivers can update quantities using the Yojee Driver App if fewer items are collected or delivered (e.g., short deliveries).
- Any changes will reflect on the Dispatcher View and in the Proof of Delivery (POD).
7. Additional Notes
- Templates: Configure the order structure, including legs and item types, in the Templates section under Manage.
- Learn how to configure templates here.
Key Terminology Recap
- Sender: Person or company initiating the order.
- Order: Represents the movement of goods.
- Leg: A pickup and drop-off segment.
- Partner: Third-party delivery provider.
- Item: A delivery unit (e.g., package, pallet).
- Quantity: Defines the count of items or units being moved.