Overview

Step 1: Onboarding Agents Agents are the delivery agents who perform pickup and delivery tasks from one location to another.There are 3 ways to onboard an agent on the platform- 1. Adding agents one by one on the platform For this Goto side menu > agentsOn the top right corner, you […]

Onboarding Agents

Onboarding Agents Drivers are the delivery agents who will be doing the pickup and delivery from one location to another.There are 3 ways to onboard drivers on the platform- 1. Adding agents one by one on the platform  For this Goto side menu > agentsOn the top right corner you […]

Create Tasks

Create Tasks You can send orders on Tookan through 6 different ways –Create Task Button, Bulk CSV upload, Customer App, Tookan Booking Form, APIs and through Yelo (Ordering Platform). 1. Create Task Button The ‘Create Task’ button is located right on the top bar for easy accessibility from List view […]

Tasks Notifications

Tasks Notifications Tookan completely automates the communication process by sending customized notifications in the form of email and SMS, to the customers associated with each task. Go to Menu > Settings > Notifications to enable, disable or edit the content for each trigger. Request Received: This is triggered when you […]

Task Assignment

Task Assignment After the tasks are created on the dashboard the main part that comes into the picture is task assignment.After the task is assigned to the agent only then he would be able to perform further action on the task. There are 2 methods to assign tasks –– Manual– […]

How to add a Manager

How to add a Manager Manager will be the person who the admin can appoint to manage the operations.He will have limited access and not all the access similar to admin. Admin can monitor what access he wants to give to his managers Before creating a Manager the Admin would […]

Merchants

Merchants Merchant is a seller or service provider who runs their own businessThe Merchants can use Tookan to manage their deliveries. Our Merchant extension helps you onboard and manage merchants on your platform.The merchants can have their own marketplaces from where they can receive orders from the end customers. The […]