Wodely Merchant App User Manual

Welcome to Wodely Merchant App! Merchant is a seller, service provider or customer on your business. Merchant has access only to the merchant portal and app where he can dispatch and track his own deliveries for the store.

Login

You can log in to the Merchant App using your email and password. If you need to reset your password, simply tap the Forgot Password button on the login page to begin the process directly on your mobile device.

Overview

There are 5 tabs on the main screen after log into the Manager App:

1. Tasks: Oversee all active order within your business.
2. Map: Visualize active orders on a map with real-time locations.
3. Chat: Communicate directly with dispatchers and drivers through in-app chat.
4. Contact: Manage your business contacts; Create delivery/pickup task for these contacts.
5. History: View your completed tasks including proof of deliveries and attachments.
6. More: Access completed tasks, edit your profile, adjust settings, view dashboards, or explore additional features.

Understand task status:

• Unassigned: The task has not been assigned to any driver and is displayed in grey. All newly created tasks will default to this status.
• Assigned: The task has been allocated to a driver and is displayed in blue.
• In Transit: The driver has started the task and is en route. This status is displayed in orange.
• Completed: The task was successfully completed and is displayed in green.
• Failed: The task could not be completed successfully and is displayed in red.

Manage Tasks

In this article, you will learn how to manage your tasks on the Wodely App.

Task List

1. Navigate to the Task tab to view all active tasks.
2. To see tasks displayed on a map with their exact locations, switch to the Map tab.
3. If no tasks appear in your list, check the filters at the top of the screen.
4. To manually refresh the task list, swipe down on the list to fetch the latest data to your mobile device.

Filter Task List/ Change View

1. Tap the Filters icon in the top-left corner to access the task filtering options.
2. Group your tasks by due date, task status, or driver for better organization.
3. Apply filters to narrow down tasks based on due date, driver, merchant, or status.

Create New Task

1. Create new tasks directly in the app by adding details such as description, destination, and delivery time window.
2. Tap the plus icon at the top of the screen to open a form for creating a new task.
3. For more comprehensive task creation, including package details and attachments, log into the Wodely web portal.

Edit Task

1. Tap on a task to view its details.
2. To make changes, tap the Edit button at the bottom of the screen.

Note: Some users may not have permission to create or edit tasks within the app. These permissions are managed by the system administrator.

Complete Task (Click & Collect)

1. Access Task Details: Tap on a task to view its details.Choose Completion Option: Tap the More (three dots) button at the bottom of the screen and select Complete Task from the popup menu.Set Task Status: On the task completion screen, choose a status: Successful or Failed. You can also provide proof of delivery:
2. Attach Photos:
   • Tap PHOTO to open your camera and take a picture.
   • Tap UPLOAD to select photos from your device’s gallery.
3. Capture Signature: Select SIGNATURE and allow the recipient to sign directly on your screen.
4. Scan Barcode: Use the barcode scanner to add verification.
5. Save & Submit: Once all required details are added, tap the Save & Complete Task button to send the completed task information to your dispatcher.