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Frequency, recipients and example

Sales report

Frequency: DailyRecipients: Specified list by clientExample: pos_daily_report-2022-12-27T01_00_20...

Updated 1 year ago by Adolfo Cabrera

General Information

General

What is Circl? Circl (About | CIRCL Technologies ) is a technology company founded in 2021 worki...

Updated 2 years ago by Andri

Container Assignments

Assignments

Container Assignment   You can click on the Container assignments to be able to assign ...

Updated 2 years ago by Rita

Vehicle Assignment

Assignments

Vehicle Assignment   You can click on Vehicle assignments to be able to assign or unass...

Updated 2 years ago by Andri

Vehicle Categories

Vehicles

Vehicle Categories In order to see all vehicle categories available in the system, you can c...

Updated 2 years ago by Andri

Confirm defective

Stock

Auditors have permission to confirm products that were marked as suspected defective. Select the ...

Updated 2 years ago by Andri

Open Stock

Stock

Each warehouse has its own stock of various products. The container manager has to open the stock...

Updated 2 years ago by Andri

Open Stock

Stock

Each warehouse has its own stock of various products. The container manager has to open the stock...

Updated 2 years ago by Andri

Extract gas

Stock

When a canister is marked as defective, it should be extracted. To do that, you'll have access to...

Updated 2 years ago by Andri

Filling orders

Stock

Filling orders are managed in the Back Office and displayed as cards on the App. To fill an order...

Updated 2 years ago by Andri

Report defective

Stock

When you find a defective canister, it should be reported to the system. In order to do that, you...

Updated 2 years ago by Andri

Sign load/offload

Trips

Once the driver loads or offloads the products, it has to be confirmed by both sides (driver and ...

Updated 2 years ago by Andri

Reject a trip

Trips

POS Managers have the ability to reject a trip if there’s a valid reason for that. In order to do...

Updated 2 years ago by Andri

Create a trip

Trips

POS Managers are responsible for creating trips and associating them with the available drivers. ...

Updated 2 years ago by Andri

Clock out & Log out

Log in/Clock in

Similar to Clock in, after finishing your shift, you should click on the Clock Out button and Log...

Updated 2 years ago by Andri

Finish a trip

Trips

Once your shift is finished, you have to finish the current trip. You don’t have to sell all of t...

Updated 2 years ago by Andri

Order details

Sales

You can always access order details and view the receipts for the products you sold. Besides that...

Updated 2 years ago by Andri

Create a customer

Sales

If your customers are not yet added to the customer list, you can manually add them. To do that, ...

Updated 2 years ago by Andri

Sell products

Sales

To sell the loaded products, click on the Sell button. This action becomes available only after t...

Updated 2 years ago by Andri

Start a trip

Trips

Every driver can perform one trip at a time. To see your scheduled trips, access the Trips tab an...

Updated 2 years ago by Andri