FINANCE MANAGEMENT

When The prick up riders or delivery riders Delivers the orders, the riders are instructed to deposit the the cash received by the end customer to the relevant branch that they belong of the courier service. This process in which the rider deposit the cash to the branch and monitors his earnings is tracked through through the Finance management tool in the rider app.

The following actions can be done through the Finance management tool

  • Generate Deposits
  • Monitor Total Earnings of the Rider

GENERATE RIDER DEPOSITS #

Rider Deposit is the the total Collected COD amount deposited to the Brunch manger of the courier company. The total collected COD amount deposited will be deducted from the rider’s commission given by the courier company.

The Total collected COD amount which is in hand by the rider is shown in the home menu of the rider app

The Total COD amount to be deposited by the rider is shown in the home menu of the rider app

To generate Deposits and make payments click the Finance Management icon in the rider app home menu.

The List of the deposit notes created by the rider is shown in the Finance management tool, To create a Deposit noted click The “Generate Deposit” icon

The total list of the orders Delivered will be shown to create a deposit note.

A deposit note is the note which is used to conduct the payments from the rider to the Courier service Branch, the deposit note will have the details of all orders which are delivered and the COD is collected by the rider.

The rider can select the orders that he needs to create the deposit on by clicking the select all icon.

Once the select all icon is clicked tick the orders that the rider needs to create the deposit on and then click the “Generate” icon

The deposit note will be created and the Total COD collected the rider commission deducted and the the total COD amount deposited will be shown once the generate icon is selected. Once the amount is checks click the Generate icon to generate the deposit note.

Once the Deposit note is created the deposit note will be shown in the deposit note list, Select the deposit notes by clicking the select all icon to make a payment

Once the deposit notes are selected by the rider to make the payment click the make a payment icon to process the transaction.

Enter the transaction method Example: cash or bank transaction etc. then enter the transaction number with the remarks you want to add for the transaction, click the upload payment slip icon to upload Bank payment slips and then click “make payment” icon to proceed.

  1. Deposited: All deposit notes where the payment are being made to the courier company branch by the rider will be shown on the list as deposited.
  2. Pending: Pending is when the deposit note is created by the rider but the payment is pending to be made to the courier company branch.
  3. Approved: All deposit notes that are deposited (payments made to the courier company) changes to approved once the Branch of the courier service acknowledges the payment.

MONITOR TOTAL EARNINGS OF THE RIDER #

Once the rider creates a deposit and makes the payment the riders commission will be deducted from the Collected COD and that commission is considered as the total earnings of the rider. The total earnings of the rider can be monitored from the home menu of the rider app under Total earnings column.

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