Logi Bundals › Learn › Lesson 4 of 8

Pickups and riders: confirmed by the customer's PIN.

A pickup is done when the customer says so, not when the rider says so. Each pickup gets a 4-digit PIN for the customer, and the rider needs it to confirm.

Apps in this lesson: Pickups & Riders, the rider page on a phone. Screens on this page show the demo company, Sahyadri Express Couriers, Pune.

After this lesson you can
  • Add riders and give each one a login for the phone page
  • Save a pickup and hand its PIN to the customer
  • Assign a pickup and change the rider later
  • Confirm a pickup from the office or from the rider's phone
  • Deal with a pickup that was missed yesterday
Step by step

From the request to the door.

Names in bold are the words on the screen.

  1. Add your riders

    Open Pickups & Riders and press Add rider. Fill Name and Phone. Each rider gets a column on the board.

  2. Give the rider a login

    The owner presses Rider app logins, then Give a login beside the rider, and types the rider's email. A one-time password is shown once. The rider opens the rider page in the phone's browser and sets a password of his own.

  3. Save a pickup

    Press New pickup. Choose the Customer, type the Pickup address and the Time, fill Cash to collect ₹ if money is due at the door, add a Note and press Save.

  4. Pass on the PIN

    The screen Pickup saved shows a 4-digit PIN. Give it to the customer. It is shown only once and is not listed anywhere after that.

  5. Assign it

    The pickup sits in the column Not assigned. Choose a name under Assign rider. The card moves to that rider's column, and Change rider stays available until it is picked.

  6. Confirm at the door

    On his phone the rider sees the customer, the address, links to call and to open a map, and the cash to collect. He presses Picked · enter PIN, types the customer's PIN and presses Confirm pickup. The office can press the same button on the board.

  7. Carry a missed one forward

    A pickup not done yesterday shows a red Missed mark with its date. Press Move to today and assign it again.

Pickups & Riders / Today
Rao Dental Lab
Aundh, Pune · 14:00 · 2 boxes · photos needed · collect ₹3,200 cash
Not assigned
Patil Spices
Hadapsar, Pune · 15:00 · Spices 40 kg
Not assigned
Meera Exports
Baner Road, Pune · 11:00 · 3 boxes · account
Imran Shaikh
Anil Joshi
Kothrud, Pune · 12:30 · 1 document · collect ₹1,850 cash
Imran Shaikh
Kothrud Handicrafts
Kothrud, Pune · 09:40 · 4 boxes
Picked
Nexa Auto Parts
Bhosari, Pune · 16:00
Missed
On the real screen each rider has a column. Here the rider's name is the mark on the right.
Rider page / Imran Shaikh
Meera Exports
Baner Road, Pune · 3 boxes · account
11:00
Anil Joshi
Kothrud, Pune · collect ₹1,850 cash
12:30
A rider sees only his own pickups and deliveries for the day.
Before you move on

Common mistakes, and how to check your work.

Common mistakes
  • Closing "Pickup saved" before the customer has the PIN
  • Giving the PIN to the rider. Then it proves nothing
  • Guessing the PIN. Five wrong tries lock that pickup for 15 minutes
  • Saving a pickup for a customer who is not in Customers yet. Add the customer first
  • Leaving yesterday's pickup in the missed list instead of moving it to today
It worked if
  • The card shows "Picked" with the time
  • Picked at the top of the screen went up by one
  • Cash still to collect went down by that pickup's amount
  • A cash pickup shows in Cash Hub under the rider's name, if the day was still open

Questions about this lesson

Do riders have to install an app?

No. The rider page opens in the phone's browser with the rider's own login.

Can a rider confirm without the PIN?

No. The pickup stays open until the right PIN is typed, by the rider or by the office.

What happens to cash collected at a pickup?

When the pickup is confirmed, the amount is written in Cash Hub under that rider's name. If the day is already closed, the message says so and the office adds it the next day.

Does the page follow the rider all day?

No. The rider's location is saved only when he starts his day and when he confirms a pickup or a delivery. The office uses those points to check fuel claims.

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