Company, orders and workflow settings
What each setting in the Company, Orders and Workflow tiles does.
Before you start
- Open System › Settings and choose the tile.
Company
1
Set up your company
Name, logo, support contact, region and operating time.
Company✕
Profile
Al Safa Express
Upload PNG or SVG, up to 1 MB
+966 11 555 0142
help@alsafa.example
+966 50 555 0142
Region
Country · Currency4Saudi Arabia · SAR
Time zone5Asia/Riyadh
Operating time
Operating days6Sat · Sun · Mon · Tue · Wed · Thu
DiscardSave changes
- Company name. Required. It shows on labels, the air waybill, emails and the tracking page.
- Logo. PNG or SVG, up to 1 MB. It shows on labels, the air waybill, emails and the tracking page.
- Support phone, email and WhatsApp. Printed on the air waybill and shown on the tracking page.
- Country and currency. Set when your account is created, so they cannot be changed here. Contact Fleetics to change them.
- Time zone. Used by every timer, cut-off and report. Saving it also updates your own account’s time zone, so “today” is the same day on every page.
- Operating days. SLA times, Deliver by, reattempt dates and automatic returns count operating time only.
| Setting | What it does | Default |
|---|---|---|
| Company name · Logo | Show on labels, the air waybill, emails and the tracking page | From sign-up |
| Support phone · Support email · Support WhatsApp | Phone and email print on the air waybill and show on the tracking page. The WhatsApp number shows in your merchants’ Help menu when you fill it in | — |
| Country · Currency | Read-only. Contact Fleetics to change them | Set at creation |
| Time zone | Used by every timer, cut-off and report | From the country |
| Week starts on | Used by reports and calendars | Saudi Arabia: Sunday |
| Operating days · Opens · Closes | SLA, Deliver by, reattempts and automatic returns count operating time only. For a holiday, change the days or hours | Saturday to Thursday, 08:00–22:00 |
| Weight unit · Size unit | kg or lb, cm or in | kg · cm |
| Volumetric divisor | Volume weight is length × width × height ÷ this number (1000–10000) | 5000 |
| Weight rounding | Charged weight rounds up to 0.5 kg, 1 kg, or not at all | 0.5 kg |
| Extra weight charged | Proportionally, or per started kg | Proportionally |
| Pages in the menu | Customize pages. Hide a page from the menu for everyone. Dashboard and Settings always stay. Hiding never removes permissions or data. Contact Fleetics to activate a page that is not listed | All on |
Workflow
2
Decide how strictly statuses are enforced
Off, any status can follow any other, with the default rules. On, you choose each status’s next statuses.
Workflow✕
1 Workflow enforcement
2 Next statuses
Picked upIn hub ✕Out for delivery ✕
Out for deliveryDelivered ✕Failed ✕
3Reset to the default flow
- Workflow enforcement. Off, any status can follow any status, and only the default rules apply. On, an order can move only to the statuses you list. The default rules stay on either way.
- Next statuses. Each status with the statuses it may move to. It starts from the default flow. Every listed status needs at least one next status. Final statuses are not listed: they change only through an exception.
- Reset to the default flow restores the default.
The default rules always apply: nothing goes back to Created; Delivered, Returned, Cancelled, Lost and Damaged change only through an exception; cancelling after pickup follows Allow cancel after pickup; and the maximum attempts follow their settings.
Orders
3
Review the Orders settings
The window has cards for editing, proof and scans, attempts, the merchant portal and the Needs attention thresholds.
Orders✕
Edit and cancel
1 Edit policyNeverUntil pickupUntil out
2 Allow cancel after pickup
Proof and scans
Proof required at pickup
3 Pickup scan required
Delivery scan required
Attempts
4 Max delivery attempts3
At max attemptsWaitMove to RTO
Merchant portal
5 Merchant portal signs out after15 min1 h8 h12 h
6 Show 3PL partners to merchants
7 Needs attention thresholds
30 min
60 min
120 min
24 h
2 unsaved changesDiscardSave changes
- Edit policy. Never, until pickup, or until out for delivery. Fixing a phone or address after a failed delivery ignores it.
- Allow cancel after pickup. On, cancelling a picked-up order sends it back to the merchant, with the return charge of its package rule.
- Pickup scan required. The driver scans the label to complete a pickup. Off, scanning is optional, but a scanned label must still match.
- Attempts. Maximum pickup and delivery attempts (1 to 10) and what happens at the maximum: wait for your decision, or move to RTO automatically after the hours you set.
- Merchant portal signs out after. 15 minutes, 1 hour, 8 hours or 12 hours of inactivity. Your own staff always sign out after 15 minutes.
- Show 3PL partners to merchants. Off, merchants see “Driver assigned” and no partner name anywhere. On, they see “With <partner>”.
- Needs attention thresholds. How long an order may wait before it shows in Needs attention, counted in operating hours. They apply on the Dashboard, Dispatch, Failed & returns and the bell.
| Setting | What it does | Default |
|---|---|---|
| Merchant portal signs out after | 15 minutes, 1 hour, 8 hours or 12 hours of inactivity. Your own staff always sign out after 15 minutes | 15 minutes |
| Show 3PL partners to merchants | Off: merchants see “Driver assigned” and no partner name in the portal, prints or tracking page. On: “With <partner>” | Off |
| Edit policy | Never, until pickup, or until out for delivery. Fixing a phone or address after a failed delivery ignores it | Until pickup |
| Allow cancel after pickup | On: cancelling a picked-up order sends it back to the merchant with the package rule’s return charge | Off |
| Re-weighing recalculates charges | Old and new weights are logged and visible to the merchant | On |
| Proof required at pickup · delivery · failed attempts | Require a photo or signature | Off |
| Pickup scan required | The driver scans the label to complete a pickup. Off, it is optional, but a scanned label must still match | On |
| Delivery scan required | The driver scans the label before completing a delivery | Off |
| Flag failed attempts further than | Metres from the pin (50–5000). Also flags deliveries completed that far away | 300 |
| Flag failed attempts within | Minutes (1–60). Failed attempts marked this soon after Start, near the hub, or with no map pin are flagged for checking | 3 |
| Delivery OTP | Greyed. Comes with customer SMS and WhatsApp | Off |
| Max pickup attempts · Max delivery attempts | 1–10 | 3 · 3 |
| Count dispatch as an attempt | One attempt per trip | Off |
| At max attempts | Wait for a decision, or move to RTO automatically | Wait |
| Move to RTO after | Operating hours (1–168), when automatic | 24 |
| Follow cut-offs strictly | Off, orders roll to the next working day | Off |
| Store and API orders after cut-off | Accept and roll over, accept and flag for the merchant, or reject to Order Issues | Accept and roll over |
| Deliver-by counts from | Order booked, or picked up | Order booked |
| Needs attention thresholds | Minutes or hours before an order shows in Needs attention: Unassigned, Assigned not started, Out for pickup, Failed with no decision. Counted in operating hours | 30 min · 60 min · 120 min · 24 h |
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Which setting makes an order late?
Deliver-by counts from, and the cut-offs.
Can I add holidays?
There is no holiday calendar. Change the operating days or hours for that day.
Related guides
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