What this preset sets up
Urgent parts runs, shop handoffs and core returns in one dispatch board. Work is called a parts run, done by a driver for a counter; the account you bill is a branch.
Default order: single stop. Service types offered: Shop delivery, Branch transfer, Warehouse pickup, Urgent / VOR part, Core return, Customer return, Scheduled replenishment.
The questions the setup wizard asks
Your answers shape recommendations and defaults only — never your plan or what you are entitled to — and you can change them any time in Dispatch → Settings → Operation profile.
Do you dispatch from a branch or warehouse? (branch / warehouse / both)
Do you run urgent / VOR parts?
Do you handle core returns?
Do you run recurring shop routes?
Do you use order or RO numbers?
Routing and proof
Routing: route optimization is recommended; a depot / route start is recommended; routes return to the depot by default; recurring routes are recommended; vehicle capacity matching is recommended; time windows are prioritized.
Default proof: signature and barcode scan. Proof is required to complete work. The recipient's name is required. A failed stop needs a reason.
Failed runs are marked for manual handling — this preset never re-attempts automatically, and customers cannot reschedule from the tracking page.
Recommended way to add work
Add jobs manually. You can use any method your plan offers; the recommendation is a starting point.
Importing a spreadsheet? The Auto parts template expects: order_number, destination_shop, address, priority (required); source_branch, repair_order_number, part_count, counter_contact, phone, ready_time, required_by_time, core_return_required, client_reference (recommended).