This guide provides step-by-step instructions on how to use Bulk Settlement.
Step 1: Open Bulk Settlement on your CloudPOS.
Step 2: Assign your open orders
Troubleshooting/Common Issues
Step-by-Step Instructions:
Step 1: Open Bulk Settlement on your CloudPOS.
1.1 Open the Dashboard.
1.2 Open Bulk Settlement in the middle of the Dashboard. You can also enter this function with trying to close your day in financial reports.
1.3 Now you're on the "Complete Order" Screen. Click on Assign Orders to access the correct screen.
1.4 You will see all unassigned orders from today.
Step 2: Assign open delivery orders
2.1 Select specific orders or click on the button "Select All".
2.2 If you selected all orders you want to assign now, you have to click on "Assign Driver".
2.3 Now choose the driver you want to assign.
2.5 Assigning a lot of orders can take some time. Please wait until you get a success message.
2.6 After getting success message, you can close the driver's shift if you want to.