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FAQ

Console Reference

Cross-area questions. Each chapter has its own detail; this is the index for the ones that come u...

Updated 4 weeks ago by Fran Sanchis

Importing and exporting employees

Console Employees

You need: Employees — view to export, Employees — edit to import. Exporting Export produces a CSV...

Updated 4 weeks ago by Fran Sanchis

Glossary

Console Reference

Terms used across the whole console. Dispatcher-specific vocabulary — driver states, Last-Option,...

Updated 4 weeks ago by Fran Sanchis

Reporting an issue

Console Reference

How to report a console problem so it can be resolved without three rounds of questions. For disp...

Updated 4 weeks ago by Fran Sanchis

Editing an employee

Console Employees

You need: Employees — edit. Editing updates an existing employee's details, their hub, and — for ...

Updated 4 weeks ago by Fran Sanchis

External employees

Console Employees

You need: Employees — edit. An external employee is a contracted driver who is part of your own f...

Updated 4 weeks ago by Fran Sanchis

The complaints tree

Console CMS

You need: CMS — view to browse, CMS — edit to add or change, CMS — delete to remove. The complain...

Updated 4 weeks ago by Fran Sanchis

Employees: what this area covers

Console Employees

Audience: HR and anyone who maintains staff records and their console access. You need: Employees...

Updated 4 weeks ago by Fran Sanchis

Finding an employee

Console Employees

You need: Employees — view. The employee list The list shows staff within the brand you are in an...

Updated 4 weeks ago by Fran Sanchis

CMS: what it covers

Console CMS

Audience: content editors maintaining what customers see on the ordering channels. You need: CMS ...

Updated 4 weeks ago by Fran Sanchis

Resources and sources

Console CMS

You need: CMS — view to browse, CMS — edit to change. Resources are the content records behind wh...

Updated 4 weeks ago by Fran Sanchis

Content validation

Console CMS

You need: CMS — view. The validation list shows resources that are incomplete — the gaps that wou...

Updated 4 weeks ago by Fran Sanchis

Order logs and timelines

Console Reports & Metrics

You need: Metrics. Order logs answer "what happened to this order" — the question Reports cannot ...

Updated 4 weeks ago by Fran Sanchis

Exporting data

Console Reports & Metrics

You need: Metrics — export. This is a separate, higher permission than Metrics, and is normally h...

Updated 4 weeks ago by Fran Sanchis

Sales by trend

Console Reports & Metrics

You need: Sales reports. Sales by trend lays the period out as a Monday-to-Sunday matrix, broken ...

Updated 4 weeks ago by Fran Sanchis

Operations report

Console Reports & Metrics

You need: Sales reports. The operations report is the widest screen in the chapter. It answers "w...

Updated 4 weeks ago by Fran Sanchis

Operational alerts

Console Reports & Metrics

You need: Sales reports. Three reports that return only the stores currently outside a threshold ...

Updated 4 weeks ago by Fran Sanchis

Sales report

Console Reports & Metrics

You need: Sales reports. The sales report gives revenue over the period you select, filtered to y...

Updated 4 weeks ago by Fran Sanchis

Product sales report

Console Reports & Metrics

You need: Sales reports. Product sales shows what actually sold, by article, grouped into familie...

Updated 4 weeks ago by Fran Sanchis

Promotions report

Console Reports & Metrics

You need: Sales reports. The promotions report shows usage grouped by promotion code — how often ...

Updated 4 weeks ago by Fran Sanchis