Senders - creation and management

It is the carrier's employee who effectively brings the goods to the customer's door.

Go To: Administration > Platform > Senders

❗ Important to note that a sender can have multiple carriers.

In order to receive the tasks you need, the following data is necessary:

• VAT number (optional)
• Name of the sender (company)
• Address or latitude/longitude
• Email address and/or phone number
• API key: you can provide your sender with unique API keys that will allow them to announce tasks on your platform while ensuring a direct link between them.
•  Customization of public pages.
• Tasks when the sender creates a "manual" task, this flow will be used automatically, so that all specific assignment and delivery rules will be applied. 
• Product catalog: A predefined product catalog of certain types of products.
• Default address: First, there is an option to select this feature (whether you want to use it or not). Second, you should choose to use it for delivery or collection.
• Barcode rule: defines the rule for understanding your barcodes.

UPDATES:

Some of our clients manage thousands of sender accounts across multiple countries. To support their operational workflows, senders need a lifecycle status that controls whether they are allowed to place orders.

Solution

Urbantz introduced three sender statuses: Pending, Validated, and Banned. Senders in the Pending or Banned state cannot create tasks, nor have tasks created on their behalf. Statuses can be updated manually by the end-users (no automated transition rules required):

• Disable Sender selection in task creation and display the status next to the Sender name
• When a task is announced via API with a platform key, set the task as ANNOUNCED with a validation error. When using a sender key, the announcement is blocked (returns an error)

The sender status is also exposed via the GET /sender API endpoint.

Notes:

• We block task creation via API for non-validated senders 

• We block task creation via UI for non-validated senders 

• When editing a task that was previously assigned to a non-validated sender, we still allow this sender (it’s still selected). But if we try to change the sender, non-validated senders are disabled

• We show the sender status in the time slot configuration screen where the barred cyrcle stands for banned senders and the clock icon for pending senders. Senders with no icon represent the validated ones.

• We show sender status in the task details