Setup

SetupyourcompanyinRouptimize

Create the operating structure your team needs before importing orders or dispatching drivers.

20-30 minutesAdminset up Rouptimize company

Scenario

A new delivery team is preparing Rouptimize before importing orders or dispatching drivers.

What you will do

Confirm company access.
Create a branch.
Add one depot.
Add a web user or dispatcher.
Add one vehicle with capacity and skills.
Add one driver.
Generate a mobile invite code.

Before you start

Admin access to Rouptimize
Company name and operating address
Branch and depot address
Vehicle details
Driver name and phone details

Sample data

Branch: Melbourne Central Branch
Depot: Main Dispatch Depot
Vehicle: Van 01, active, capacity 40 items
Driver: Demo Driver

Steps

01

Sign in to the web panel.

Capture a focused screenshot for this state when it changes the user's understanding.

02

Open company or admin settings.

Capture a focused screenshot for this state when it changes the user's understanding.

03

Confirm company profile and verification status.

Capture a focused screenshot for this state when it changes the user's understanding.

04

Create a branch.

Capture a focused screenshot for this state when it changes the user's understanding.

05

Add a depot for route start or end planning.

Capture a focused screenshot for this state when it changes the user's understanding.

06

Add or review users and roles.

Capture a focused screenshot for this state when it changes the user's understanding.

07

Add a vehicle with working hours, capacity, and skills.

Capture a focused screenshot for this state when it changes the user's understanding.

08

Add a driver.

Capture a focused screenshot for this state when it changes the user's understanding.

09

Generate and share a mobile invite code.

Capture a focused screenshot for this state when it changes the user's understanding.

10

Confirm setup is ready for mission import.

Capture a focused screenshot for this state when it changes the user's understanding.

Success checklist

At least one branch exists.
At least one depot exists.
At least one active vehicle exists.
At least one driver exists.
Driver invite code is ready or used.
Dispatcher can access the branch.

Common mistakes

Vehicle is inactive, so it will not appear in planning.

Driver is created but not invited to the mobile app.

User role does not include dispatch permissions.

Depot coordinates or address are incomplete.

Screenshots to capture

Use anonymized product data. These are screenshot requirements for the final tutorial pass.

tutorial-set-up-your-company-login.png

Login or start-free entry point.

tutorial-set-up-your-company-company-profile.png

Company profile or verification state.

tutorial-set-up-your-company-branch-form.png

Add branch form.

tutorial-set-up-your-company-depot-form.png

Add depot form with address or location fields.

tutorial-set-up-your-company-user-role.png

User role or permissions area.

tutorial-set-up-your-company-vehicle-form.png

Vehicle form with status, capacity, skills, and working hours.

tutorial-set-up-your-company-driver-form.png

Driver form.

tutorial-set-up-your-company-driver-invite.png

Driver invite code panel.

Ready for the next dispatch step?

Continue with import your first mission file.

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