Auto-fill Details & Use Last Profile | Creating Posts

How do I easily add pick-up/delivery details when adding a new post?

Auto-fill Details & Use Last Profile
This module serves as a guide on how to easily add Pick-up/Delivery Details when Adding a New Post to your Deliveries PH Business Account.

Auto-fill Pick-up Details

Create Pick-up Profile

To Add a New Pick-up Profile:
1.      In Add New Post (Step 2), click Auto-fill Pick-up Details.

auto-fill pick-up details - 1

2.      Click Add New Profile.

auto-fill pick-up details - 2

3.      Fill-out the required fields in the Customer Details, and Location Details sections.
Note: Users can pin the pick-up location in the Address field (Location Details) by clicking the Pin button.

auto-fill pick-up details - pin button
Pin button when address is not yet pinned

auto-fill pick-up details - save address
Enter the Address then click Save Pin

auto-fill pick-up details - pinned button
Pin button now that the Address is Pinned
Note: The Post Details section (Remarks, and Tags) are optional.

auto-fill pick-up details - post details
4.      Click Save.

auto-fill pick-up details - 3
Note: The Profile List is arranged alphabetically.
5.      Select now the Pick-up Profile you created.
6.      Click Apply.

auto-fill pick-up details - 4

Update Pick-up Profile

To Edit an Existing Pick-up Profile:
1.      Click the Ellipsis button of the Pick-up Profile.
2.      Click Edit.

auto-fill pick-up details_edit - 1

3.      Make the changes.
4.      Click Save.

auto-fill pick-up details_edit - 2

Remove Pick-up Profile

To Delete an Existing Pick-up Profile:
1.      Click the Ellipsis button of the Pick-up Profile.
2.      Click Delete.

auto-fill pick-up details_delete - 1

3.      Click Confirm.

auto-fill pick-up details_delete - 2

Auto-fill Delivery Details

Create Delivery Profile

To Add a New Delivery Profile:
1.      In Add New Post (Step 3), click Auto-fill Delivery Details.

auto-fill delivery details - 1

2.      Click Add New Profile.

auto-fill delivery details - 2

3.      Fill-out the required fields in the Customer Details, and Location Details sections.
Note: Users can pin the delivery location in the Address field (Location Details) by clicking the Pin button.

auto-fill delivery details - pin button
Pin button when Address is not yet pinned

auto-fill delivery details - save address
Enter the Address then click Save Pin

auto-fill delivery details - pinned button
Pin button now that the Address is pinned
Note: The Post Details section (Item Description, Remarks, Tags) are optional.

auto-fill delivery details - post details
4.      Click Save.

auto-fill delivery details - 3
Note: The Profile List is arranged alphabetically.
5.      Select now the Delivery Profile you created.
6.      Click Apply.

auto-fill delivery details - 4

Update Delivery Profile

To Edit an Existing Delivery Profile:
1.      Click the Ellipsis button of the Delivery profile.
2.      Click Edit.

auto-fill delivery details - edit_1

3.      Make the changes.
4.      Click Save.

auto-fill delivery details - edit_2

Remove Delivery Profile

To Delete an Existing Delivery Profile:
1.      Click the Ellipsis button of the Delivery profile.
2.      Click Delete.

delete auto-fill delivery details - 1
3.      Click Confirm.

delete auto-fill delivery details - 2
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