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Pickup and Delivery Order Workflow

Manage pickup and delivery orders in CleanCloud, track order progress, and streamline operations with automated workflows and printouts.

Rafael avatar
Written by Rafael
Updated over 2 weeks ago

Once your pickup and delivery store is set up, you will see a Pickups button in the top navigation bar of CleanCloud. This is where all pickup orders—whether placed via the POS, Customer App, or Web Booking Tool—will appear.

Managing Pickup Orders

On the Pickups page, you can:

  • Accept or decline new orders (if orders are not set to be accepted automatically). To enable automatic acceptance, go to Settings → Admin → Pickup and Delivery → Automatically Accept All Orders.

  • Update order statuses when pickups are completed.

  • View, edit, and filter orders and customer preferences to ensure smooth operations.


Order Workflow

1. Pickup Stage

  • Orders appear on the Pickups page when scheduled by customers online (Customer App or Web Booking Tool) or manually added by staff via the POS.

  • After the driver collects the order and marks it as Picked Up in the Driver App, or staff marks it as Collected in the POS, the order moves to the Cleaning page.

  • If additional steps are enabled, the order may first move to the Detail page before proceeding to the cleaning stage.

2. Cleaning Stage

  • Once cleaning is completed, staff marks the order as Cleaned.

  • The order then moves to the Ready page, indicating that it is now prepared for delivery or pickup.

3. Delivery Stage

  • The order is assigned for delivery in the Driver App.

  • It can be tracked on the Delivery Printout page, ensuring visibility of scheduled deliveries.


Delivery Printout Page

Your Pickups and Deliveries will also be listed on the Delivery Printout page, which can be accessed from the Pickups page. This provides a centralized overview of all upcoming deliveries, helping your team stay organized and efficient.


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