Step 4 · Services and cut-offs

Admin portalGet startedUpdated today

Create the services you sell, such as Same Day or Next Day, with the time they must be booked by.

Before you start
  • You need Services › Manage.
1

Open Services

Press Set this up, or open Network › Services.

ServicesSample screen
ServicesFiltersCustomize1⋯2New service
3All3Active3Inactive0Auto-dispatch on2
ServiceDelivery promiseCut-off
Same Day ActiveSD · Delivered todaySame day12:00⋯
Next Day ActiveND · Next working dayNext working day15:00⋯
  1. The ⋯ menu. Opens Service settings: a summary of your company-wide cut-off settings. See “Cut-offs and Deliver by”.
  2. New service opens the service form.
  3. Quick filters. All, Active, Inactive, and Auto-dispatch on. The number is how many services each one holds.
2

Create a service

Press New service. Give it a name and a short code.

Services › New serviceSample screen
New service✕
Active1
Same Day
SD
Delivered today when booked before 12:00
Cancel4Create & add another5Create service
  1. Active. An inactive service is not offered on new orders.
  2. Code. 2 to 6 letters or digits, and unique. It is used in imports and the API. Once an order, import or API call uses it, it is locked.
  3. Description. Optional. One line shown to merchants under the service name on the order form.
  4. Create & add another saves the service and opens a blank form. A message reminds you to add a package rule in Rates so the service is offered.
  5. Create service saves it and closes the form.
3

Set the delivery promise and the cut-off

The promise tells the recipient when to expect the order. The cut-off is the time orders must be created by.

Services › New serviceSample screen
New service✕
Within X hours ▾
3
No cut-off
CancelCreate service
  1. Delivery promise. Same day, Next working day, Within X hours, or Within X working days.
  2. Hours or working days. This field appears for the two “Within X” promises. Hours: a whole number from 1 to 72, counting operating hours only. Working days: a whole number from 1 to 14, counting operating days only.
  3. Cut-off. Pick a time. It is required for Same day and Next working day, and optional for the others. You can clear it.
TipThe step is done when you have one active service with a cut-off.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

Do I need a cut-off for every service?

Same day and Next working day need one. A service that promises a number of hours or days does not.

Can I add services later?

Yes. A service needs at least one package rule before customers can pick it.

Related guides

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