Provider Setup | Settings

Where do I enter/customize details for my products, rates, or serviceable Areas?

Provider Setup
For Deliveries PH Provider Accounts, the Provider Setup feature can help setup your: a) Serviceable Areas for both your Pickup and Delivery operations, b) Products (List of pouches), Rates, and c) Estimated Date/Day(s) for your Pickup and Delivery.

Viewing Provider Setup

To View your Provider Setup:
1.      Click Settings.
2.      Click Provider Setup.

provider setup - 1

Products

This is the first section in the Provider Setup where you could input specific product information (Product Name, Product Size, Dimension (in inches), Max. Weight, and Description).
To Setup your Product Information:
3.      Fill-out the necessary details:
            a. Product Name - Enter the Product's name.
            b. Product Size - Select Product Sizes (Small, Medium, Large, Extra Large).
            c. Dimension - Enter the Length, Width, and Height of your product for a particular Product Size (in Inches).
            d. Max. Weight - Enter the Maximum Weight for the particular Product Size (in Kilograms).
            e. Description - Enter a short description for the particular Product (e.g. small pouch, medium pouch, etc.).

4.      Click Save Changes.

provider setup - products tab

Coverage and Rates

This section is where you could view the Locations available for Pickup/Delivery and the Product Information entered in the Products section.

Adding a Matrix

To Add a Matrix:
1.      Click Add under the location/s that you want to add a matrix into.

provider setup - add matrix_1
Note: Adding information under the Delivery Location Columns will only be limited to its corresponding Pickup Location Column (e.g. NCR-NCR, CAR-CAR, Region 1-columns until Region 1 only, etc.).
2.      Fill-out necessary fields:
            a. Pickup and Delivery (Estimated Pickup Days & Estimated Delivery Days)
            b. Products and Pricing (Prices for Product/s)
3.      Click Save.

provider setup - add matrix_2

Updating a Matrix

To Update an Existing Matrix:
1.      Click an existing matrix, then click Edit.

provider setup - update matrix_1

2.      Change necessary fields.
3.      Click Save.

provider setup - update matrix_2

Removing a Matrix

To Remove an Existing Matrix:
1.      Click Delete on the matrix that you want to Delete.

provider setup - delete matrix_1

2.      Click Confirm.

provider setup - delete matrix_2

Exclusions

This is the last section in the Provider Setup where you could select/deselect Areas that you want to Exclude as your Serviceable Area/s (Pickup or Delivery).

To Choose your Excluded Serviceable Area/s for Pickup/Delivery,:
1.      Once an Area is selected, it means that you are excluding it as your Serviceable Area.
2.      Click Save Changes.

provider setup - exclusions_1

3.      To view your Exclusions Summary, click the tooltip above.

provider setup - exclusions_2

4.      Click the dropdown of your Excluded Area/s to have a detailed view of the locations.

provider setup - exclusions_3
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