April 2023

New Add-on to Agent Schedule Extension: In-App Notifications for Shift Reminders

We have introduced a new Add-on to the “Agent Schedule” extension. With this update, you can now configure in-app notifications to be sent to agents as reminders to start their shifts. This feature will serve as a helpful reminder to agents to turn themselves on duty.

To use this feature, please follow these simple steps:

1. Go to the “Extensions” page and activate the “Control Agent schedule“.
2. Click on Next in the configuration dialog box, and you will see the “Send Reminder” option. Choose the time before the shift starts to send the in-app reminder.
3.  Configure the Message content 

We hope this new feature will be useful and make the scheduling process even smoother for you and your team.

New Feature: Bulk Import of Parcels via CSV in Logistics Flow

We have introduced a new feature in the Logistics flow to simplify the parcel creation process. You can now create parcels in bulk by importing them via CSV. This feature is now available in the Logistics flow, and you can use it similarly to the bulk import feature in the usual Tookan flow.

UI/UX Update: Improved Geofence Section on Add Geofence Screen

We have made some updates to the user interface and user experience (UI/UX) of the Geofence section on the settings page. Kindly refer to the screenshots below:

Debit option in Customer Wallet

With this update, Admin users now have the option to both credit and debit funds from an individual customer’s wallet. Previously, Admin users could only credit the amount to a customer’s wallet.

Team ID Column Added to Bulk Import CSV for Task Allocation Preferences

We have added a new column to the Bulk Import CSV file titled “Team ID”. The new “Team ID” field enables the addition of the registered team’s ID from the dashboard. This allows for task allocation preferences to be set for a particular team.

In addition to this, individual team IDs can also be added for specific tasks. We believe that this feature will simplify the process of task allocation and help to streamline your workflow.

Admin Users Can Now Update Agent Schedules from Extensions Page

Admin users now have the ability to update the default schedule of agents directly from the “Control Agent Schedule” Extensions page by clicking on the ‘Configure‘ button.

Account Logs to Track Agent Verification History in Tookan White Labelled Accounts

The ‘Agent Signup Verification‘ feature that prohibits newly signed-up agents from using the application until an admin or manager verifies them has been updated. Admin users can now track which manager has verified which agent using the new feature in the account logs.

To access this feature, please go to Dashboard > Settings > Account Logs > Agent Signup Verification.

We believe that this feature will provide greater visibility and control to admin users, allowing them to effectively manage the verification process. Please note that this update is applicable for white-labeled agent application users only.

“Scan to View” Tasks in Agent App

This new feature update for the Agent App enables agents to scan barcodes to view corresponding tasks. If the task is assigned to the agent, they will be redirected to it directly. If not, an error message will be displayed to the agent.

This feature will make it easier for agents to locate and access specific tasks from a large list.

To enable this feature, please go to Extensions > Search for “Scan to Assign and Scan to View” > Activate & Configure accordingly.

Once activated the “Scan To View” option will be visible in the side menu of the agent mobile application.

March 2023

Customer wallet

1. Option to export transactions as CSV

Now in addition to PDF format admin users can also export customer wallet transactions including the current balance, transaction history, and other relevant data in a CSV file format. This will help our clients with record-keeping, accounting, and analysis to gain insights into their customer’s payment behavior and make informed decisions. To export the data in CSV kindly follow the below-mentioned steps:

1. 1. Login to the Tookan admin dashboard
   2. Go to the “Settings” menu
   3. Open the ‘Customer Wallet’ tab
   4. Click on the export icon “” in the top right corner of the screen
   5. Select the option of ‘CSV’ in the dialog box and click on ‘Export’.
   6. Your CSV file will be downloaded to your device.

Kindly refer to the screenshots below:

Here is a sample CSV file attached for your reference: Sample-Customer-Wallet-CSV-export

Please note: To access this feature you must activate the customer wallet extension first for your Tookan account. Read more to know about customer wallet extension here.

    2.  Filter for payment type

We have added a new filter for payment types in the customer wallet section on the admin dashboard. This update will allow admin users to easily apply, view, and export data filtered by payment types:

• • All
  • Credit
  • Debit

Promo Code

Now you can delete old promo codes from the Tookan admin dashboard. Earlier admin users were not able to delete old promo codes, which resulted in a cluttered view on the ‘Promotions’ page. With this update, admin users can easily delete or remove previously created promo codes from their system. To delete a promo code kindly follow the steps below:

1. 1. Login to the Tookan admin dashboard
   2. Go to the “Settings” menu
   3. Open the ‘Customer Apps’ tab
   4. Go to the ‘Promotions’ tab
   5. Click on the three-dot icon for a promo code you wish to delete
   6. Click on ‘Delete’

Kindly refer to the screenshot below:

Delivery Orchestration

We have integrated two new third-party delivery management systems Uber & Grab with Tookan for Delivery Orchestration.

February 2023

Google CFR in route optimization

Remember we added the option to use Google CFR for route optimization in January 2023. We have added an update to it.

Yes, now you have the option to configure route optimization via Google CFR using either your own keys or Tookan keys. If you wish to configure Google CFR with Tookan keys simply enable the “Use Tookan keys” toggle on the route optimization configuration screen under the “Use Google CFR” option. Kindly refer to the screenshot below:

Kindly note: If you choose to enable and use Tookan keys for Google CFR, you will be charged USD 0.15 per task in addition to your Tookan subscription.

Tookan Customer Mobile Application

Tookan’s Customer Mobile Application is now multilingual.

The default language of the customer mobile application is English. You can switch to your preferred language from the “Profile” section of the mobile application.

Kindly note that in order to see these changes in the existing customer application, you must update the customer mobile application to the latest version.

January 2023

Task Rescheduling Feature in Agent SDK

The Task Rescheduling feature allows agents to reschedule tasks, which gives the agent the flexibility to rearrange a task based on the customer’s availability thereby reducing manual administrative work. Use case applicable for this can be a situation where a customer is not present at the delivery address or pre-scheduled appointments. Kindly refer to the agent application screenshots on rescheduling a task below:

Agents will get this option in the mobile application only after the task reschedule option is activated from the Tookan admin dashboard.

To activate this feature, go to Tookan Admin Dashboard> Settings > Agent App > Enable Task Reschedule. If you also want agents to provide a reason for rescheduling, you can enable the “Task Reschedule Reason“

Merchant’s Customers Filter 

Now the admin users can filter and view customers created by the Merchants. We have added a filter named “All Merchant’s Customers” under the “Customer” section of the Admin Dashboard to facilitate this differentiation. Kindly refer to the screenshot below:

Google CFR option in Route Optimization

In Tookan we use Mappr for Route Optimization. Now we have also added the option of Google CFR in the route optimization extension. Now the users will have the flexibility to choose between Google CFR and Mappr for route optimization.

Delivery Orchestration

We have integrated two third-party delivery management systems Gogox & Uparcel with Tookan for Delivery Orchestration.

Update in Agent Earning 

We have added a feature where the Admin users can choose to give the Driver Earnings of the Tasks that are marked successful from the Admin Dashboard.

Admin can choose to give the earnings for a specific task to the respective Agent by enabling the earning pricing toggle for that task as shown in the screenshot below. To calculate the earning manually you need to enable the toggle. 

Petpooja two-way integration

We have now enabled two-way integration between Petpooja and Tookan such that status updates for a task created in Tookan for an order in Petpooja will now be sent to the Petpooja system. Earlier the integration was one way wherein for any order created in Petpooja only a task was created in Tookan. Read more about the extension here: https://extensions.tookanapp.com/addon/Petpooja/325

December 2022

Bulk Import History

In the settings Panel on the Tookan admin dashboard, we have added a new section named “Bulk Import History”. From this section, the Tookan admin user can track and view the progress of the Bulk Task CSVs that are imported into their Tookan account. The admin can view details like uploaded by, upload time and date, and the number of successful & failed task entries. Admin can also download the individual successful and failed reports.

Scan to Assign

The “Scan to Assign” functionality has been optimized for use by the delivery agents in the Tookan Logistic flow. Earlier delivery agents could use this feature only in Tookan DMS (delivery management system) flow.

“Scan to Assign” allows delivery agents to scan the barcodes on the parcels/packages and assign tasks to themselves in real-time. The delivery agents can access this option in the left-hand side menu on their agent mobile application. Kindly refer to screenshots below:

Please note that while creating a parcel you must either attach a barcode manually or enable an automatic barcode generation by enabling our “Automatic Barcode & Waybill Generator” extension.

Extension link: https://extensions.tookanapp.com/addon/Scan-to-Assign/32

“Validate Identity (OTP)” extension

There are two updates on this extension:

1. Now the users can enable the “Validate Identity (OTP)” extension within the Tookan Logistics flow as well. Kindly note that the OTP will be sent for validation for the first-mile and last-mile tasks only for statuses-Started/Arrived/Successful. Validation in case of a middle mile i.e hub-to-hub delivery is not applicable at present.
2. We have provided the option to choose for which tasks OTP validation is required. The options are as follows:
   • Pickup: If you choose “Pickup” then the OTP validation will apply only to the pickup tasks and not to the delivery tasks.
   • Delivery: If you choose “Delivery” then the OTP validation will apply only to the delivery tasks and not to the pickup tasks.
   • Pickup & Delivery: If you choose “Pickup & Delivery” then the OTP validation will apply for both pickup and delivery tasks.

The above configurations can be done from the “Validate Identity (OTP)” extension’s page.

Extension link: https://extensions.tookanapp.com/addon/Validate-Identity-OTP/108

You can also avail of the option to send the OTP to end customers via WhatsApp.

Customer Profile Picture

We have optimized the ability for the admin user to view the profile picture of the customers who have uploaded their profile picture via the Tookan customer mobile application.

Admin can view the profile picture in the “Customer” section on the admin dashboard corresponding to that respective customer information.

The admin can also upload a profile picture for a customer from the admin dashboard.

Note: Admin can only upload a profile picture for customers marked as a “Form user”.