Master data / Clients

In this menu item, you can manage ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface.s. (The ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. is essentially the bill payer.) The ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. may be the same as the Recipient or the Sender. The ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. Interface can be enabled for each ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. (when disabled, the ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. interface cannot be accessed).

Customer table

From the Customers table, you can directly access the selected Customer Interface (opens in a new window) using the icon in the first column. You can add a new Customer using the "+" button on the bottom bar. If you want to create multiple customers in a single session, you can do so by importing a file.

The customer management dialogue

Basic data

Here you need to enter the customer's name, address and other details. If you are using an invoicing plugin, this will be the buyer's details.

Access

If you want the customer to use the customer interface, you can generate a password for them, which the system will automatically send to the customer's email address. The "Active" switch is used to suspend the customer. Even in inactive status, the customer can log in and view their older shipmentSend to An identifier that groups together packages sent from a Sender to a Recipient by a Customer at the same time. In practice, this is understood to mean the entire shipment, even if it consists of several Packing Units.s, but cannot create new ones.

The API key generated here is given to the Customer by the CourierThe person who delivers Shipments to the recipient. Service for use with the API. With the API, the Customer can access almost all the functions that would be available to them from the Customer Interface.

With the access set up here, the customer can also use the Deliveo GO restaurant portal. (This means that a customer portal subscription is also required to use Deliveo GO.)

Delivery options

In the Deliveo system, it is possible to disable one or more of the globally enabled delivery options for each customer. The delivery options disabled here will not be available when creating a shipmentSend to An identifier that groups together packages sent from a Sender to a Recipient by a Customer at the same time. In practice, this is understood to mean the entire shipment, even if it consists of several Packing Units., either on the customer interface or when querying via the API.

Warehouse management

The Warehouse Management tab offers three options for customer warehouse management:

1. DispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcher (admin) portal. (admin) portal. ⇒ in this case, the CourierThe person who delivers Shipments to the recipient. Service DispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcher (admin) portal. (admin) portal. can increase (store) stock in the selected Customer's warehouse.
2. Customer ⇒ in this case, the customer can store items in their own stock
3. Negative stock quantity ⇒ if this is ticked, the Customer's stock can be negative

In the case of warehouse management, if both boxes are unchecked, the Customer does not actually manage the warehouse and does not see the "Stock" menu item on their own interface. If both boxes are checked, both the Customer and the CourierThe person who delivers Shipments to the recipient. Service DispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcher (admin) portal. (admin) portal. can store goods in the Customer's warehouse. Both the CourierThe person who delivers Shipments to the recipient. Service DispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcherThe Dispatcher member of the Courier Service team. Manages customers and dispatches couriers. He/she uses the Deliveo dispatcher (admin) portal. (admin) portal. and the Customer can add items to the package from the item master in any of the above settings. The settings only apply to storage.

Notifications

It is possible to create a notification profile for each Customer that differs from the global settings. Each notification type can be enabled or disabled separately.

Settlement

Payment method: Here you can set whether the Customer pays for deliveries weekly or monthly in one lump sum, or whether the Sender or Recipient pays the freightThe distance required to transport a group of parcels from point A to point B. For example, if the Customer orders a round trip, it consists of two legs. charge for each individual delivery. 

• If the payment method is "Ad hoc", the courierThe person who delivers Shipments to the recipient. application (if automatic freightThe distance required to transport a group of parcels from point A to point B. For example, if the Customer orders a round trip, it consists of two legs. charge calculation is set) will display the freightThe distance required to transport a group of parcels from point A to point B. For example, if the Customer orders a round trip, it consists of two legs. charge to be collected from the sender or recipient. (If there is cash on delivery, the courierThe person who delivers Shipments to the recipient. application will display the sum of the freightThe distance required to transport a group of parcels from point A to point B. For example, if the Customer orders a round trip, it consists of two legs. charge and the cash on delivery amount to the recipient.)
• If the setting is "Contractual", the customer pays the delivery fees in one lump sum on an invoice at specified intervals (weekly, monthly). The delivery fee is not displayed in the application. (This does not affect the display of cash on delivery.)

Km fee: if you want to price each shipmentSend to An identifier that groups together packages sent from a Sender to a Recipient by a Customer at the same time. In practice, this is understood to mean the entire shipment, even if it consists of several Packing Units. individually based on the distance travelled, you can set the fee here.

Group: you can organise Customers into groups as you wish and then work with these groups. You can use the group as a parameter for automatic freightThe distance required to transport a group of parcels from point A to point B. For example, if the Customer orders a round trip, it consists of two legs. charge calculation.

External ID: if you work with multiple systems, this data can be the ID used for the same customer in another system (e.g. CRM or invoicing).

Partner data

If we allow a customer to delegate shipmentSend to An identifier that groups together packages sent from a Sender to a Recipient by a Customer at the same time. In practice, this is understood to mean the entire shipment, even if it consists of several Packing Units.s to a partner courierThe person who delivers Shipments to the recipient. service, you can set up unique data traffic authentications on this tab. This tab only appears if at least one Partner is enabled.

Customer import

If you want to create data for multiple customers in the Deliveo system in one step, you can use the file import option. The importable file must consist of the following fields. The first row of the file is a header, so the order of the columns is arbitrary. Field separator: ; (semicolon). Fields marked in bold are mandatory.