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FAQ
Cross-area questions. Each chapter has its own detail; this is the index for the ones that come u...
Importing and exporting employees
You need: Employees — view to export, Employees — edit to import. Exporting Export produces a CSV...
Glossary
Terms used across the whole console. Dispatcher-specific vocabulary — driver states, Last-Option,...
Reporting an issue
How to report a console problem so it can be resolved without three rounds of questions. For disp...
Editing an employee
You need: Employees — edit. Editing updates an existing employee's details, their hub, and — for ...
External employees
You need: Employees — edit. An external employee is a contracted driver who is part of your own f...
The complaints tree
You need: CMS — view to browse, CMS — edit to add or change, CMS — delete to remove. The complain...
Employees: what this area covers
Audience: HR and anyone who maintains staff records and their console access. You need: Employees...
Finding an employee
You need: Employees — view. The employee list The list shows staff within the brand you are in an...
CMS: what it covers
Audience: content editors maintaining what customers see on the ordering channels. You need: CMS ...
Resources and sources
You need: CMS — view to browse, CMS — edit to change. Resources are the content records behind wh...
Content validation
You need: CMS — view. The validation list shows resources that are incomplete — the gaps that wou...
Order logs and timelines
You need: Metrics. Order logs answer "what happened to this order" — the question Reports cannot ...
Exporting data
You need: Metrics — export. This is a separate, higher permission than Metrics, and is normally h...
Sales by trend
You need: Sales reports. Sales by trend lays the period out as a Monday-to-Sunday matrix, broken ...
Operations report
You need: Sales reports. The operations report is the widest screen in the chapter. It answers "w...
Operational alerts
You need: Sales reports. Three reports that return only the stores currently outside a threshold ...
Sales report
You need: Sales reports. The sales report gives revenue over the period you select, filtered to y...
Product sales report
You need: Sales reports. Product sales shows what actually sold, by article, grouped into familie...
Promotions report
You need: Sales reports. The promotions report shows usage grouped by promotion code — how often ...