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Overview

ProDelivery is a mobile application that allows users to manage their trips, stock levels, and customers. All the information is centralized in order to access your trips and sell products at the same time. This wiki will help you to better understand all the ...

App

The ProDistribution App is an LPG gas distribution application for Proto Energy. The Application allows its users to report on LPG gas movement transactions and deliver the LPG gas to its customers.

Back Office

The backoffice is the control point for stock, trips, users, assignments, receipts and a place of configuration for the business operations

Reporting

Detailed list of reports we are providing and the frequency of these reports

Trips

Sales

Log in/Clock in

Trips

Stock

Stock

Drivers

On this page, we will cover everything related to the driver role.

Container Coordinators

In this page, we cover how a container manager can use the ProDistribution App when: 1. Opening Stock - to make the products available for the drivers. 2. Creating trips - and associating them with the available drivers.

Auditors

In this section, we cover how Auditors can manage the container’s stock levels, as well as fill orders, report defectives, and close stock.

Sales report

This report details the sales of the business in the concepts of: Trips - POS order - Receipts - Payments

Till reconcilitation - daily

This report will the transactions of all available Till's on a daily basis

New variance - email reporting

An email will be send to the distribution list for new variances, alerting the recipients that a new active variance occured.

Variance report - daily

A report detailing all daily occurred variance will be generated

User balances - daily

A report will be provided with the user balances of all customers.

Customers

In this module will give you an overview of all customers registered and deleted ones, create, edit and delete new customers. You can also check the customer types already created, update and delete them, if needed.

Users

In this module we will give you an overview of all users registered and deleted ones, create, edit and delete users. You can also check the user types, user roles and user availability, create, update and delete them, if required.

Containers

This document describes the container module and its features.

Stock Flow

The stock flow module contains all important features around stock control

Loaders

In this page we cover how Loaders can use the ProDistribution App in order to clock-in at their work station.

Defective Yard Manager

The Defective Yard Managers is in charge of all operations regarding defective cylinders and usual container operations (open stock, implant movements, sign load and offload actions on trips...) In this section, we cover: 1. How to Log in/ Clock in 2. H...

Start a trip

Trips

Every driver can perform one trip at a time. To see your scheduled trips, access the Trips tab and check the Upcoming trips.  To start a trip all you need to do is select a trip card. It will show you the details page where you can load the products. Each c...

Log in

Log in/Clock in

In order to use the app, you need to log in using a valid phone number. After that, you will receive a confirmation code and the application will ask you to introduce that code to guarantee a secure authentication. Confirm the code and you’re ready to u...

Clock In

Log in/Clock in

To perform any action in the app, besides the Login/Log Out, you need to Clock In to start your shift. You can simply do that by clicking on the Clock In button. Once you’re clocked in, you can view your assignments (trips and vehicles) and start your working ...

Sell products

Sales

To sell the loaded products, click on the Sell button. This action becomes available only after the Loading action. You can select one of the available customers from the list or create a new one. For products, you have access to the product catalog wit...

Create a customer

Sales

If your customers are not yet added to the customer list, you can manually add them. To do that, all you have to do is select Add new from the customer list and insert their information. They will be automatically added once you submit the form.  

Order details

Sales

You can always access order details and view the receipts for the products you sold. Besides that, it is possible to add more payment codes, in case it’s needed, or reject the payment if there’s any reason for that.   You can reject payment codes but re...

Finish a trip

Trips

Once your shift is finished, you have to finish the current trip. You don’t have to sell all of the loaded products to finish a trip but you will need to Offload them first. All you need to do is go to the final location and offload your products. The process...

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 out. If you Log out without clocking out, it will automatically register your shift as finished.     

Create a trip

Trips

POS Managers are responsible for creating trips and associating them with the available drivers. To create a trip, all you need to do is to fill out a simple form with the relevant information.    To select the products you want to be loaded on this trip...

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 that, all you need to do is select a trip and open the details page. A button to reject the trip will be displayed in the upper right corner.    To reject a t...

Sign load/offload

Trips

Once the driver loads or offloads the products, it has to be confirmed by both sides (driver and container manager). The available action will be displayed on the trip details page. The manager must click on the Sign button and confirm the quantities according...

Open Stock

Stock

Each warehouse has its own stock of various products. The container manager has to open the stock in order to make the products available to the drivers. On the app, you can access the Stock tab and manage the container’s stock levels, as well as fill orders, ...

Report defective

Stock

When you find a defective canister, it should be reported to the system. In order to do that, you should select the Product Type and the current state (Empty/Full).  The reported products are marked as Suspected Defective until the Auditor marks them as D...

Filling orders

Stock

Filling orders are managed in the Back Office and displayed as cards on the App. To fill an order, you have to select one of the orders, analyze the details and move the required products first. After that, it becomes possible to fill the canisters.   ...

Extract gas

Stock

When a canister is marked as defective, it should be extracted. To do that, you'll have access to a list of products and the current stock. Select the number of canisters you want to empty and submit your selection.  

Open Stock

Stock

Each warehouse has its own stock of various products. The container manager has to open the stock in order to make the products available to the drivers. On the app, you can access the Stock tab and manage the container’s stock levels, as well as fill orders, ...

Confirm defective

Stock

Auditors have permission to confirm products that were marked as suspected defective. Select the option Confirm Defectives from the Stock page and select the product type.

1. How to Log in/Clock in

Drivers

Log in In order to use the app, you need to log in using a valid phone number. After that, you will receive a confirmation code and the application will ask you to introduce that code to guarantee a secure authentication. Confirm the code and you’re re...

3. How to Start Trips

Drivers

Start a trip Every driver can perform one trip at a time. To see your scheduled trips, access the Trips tab and check the Upcoming trips.  To start a trip all you need to do is select a trip card. It will show you the details page where you can load the pr...

4. How to Sell Products

Drivers

Sell Products To sell the loaded products, click on the Sell button. This action becomes available only after the Loading action. You can select one of the available customers from the list or create a new one. For products, you have access to the prod...