Skip to main content
All CollectionsManaging Live Deliveries
Monitoring Live Deliveries
Monitoring Live Deliveries
Updated over a week ago

Nash has incorporated some standard live delivery monitoring views, including Assigned and Flagged deliveries, but you can also create views to suit your team's needs. Below are some steps you can take to decide how you want to monitor your deliveries, and a few examples of how we suggest setting up views and filters to achieve your goals.

๐Ÿ’กThese views are typically used by merchants with designated operations teams to monitor deliveries. For smaller teams, we recommend setting up notifications to alert you to a potential issue. Use this article on Notification Settings to get started!

Default Views

The three default views on the Nash history dashboard are All, Assigned, and Flagged.

  • All: This view will show you all of your deliveries, unfiltered.

  • Assigned: This view shows all deliveries that have been assigned to a delivery provider.

  • Flagged: This view shows any delivery that has been flagged, either manually or by notifications that your team has set up. (See this article on Notification Settings for more information.)

Adding A View

You can add your own view, and pin it to the top, based on how your organization monitors deliveries. Views can be utilized for many different live delivery monitoring scenarios. Below are some common ways delivery operations teams are set up to monitor live operations.

Setting Up Views

If your team is set up to monitor live operations by region, we recommend filtering by city or state (if you're in the USA).

Example: If you have a team that monitors live deliveries for the USA, broken down by East, Mid, and West, you could utilize the State filter.

First, click the + to add the view. Then name your view. We recommend keeping a standard naming convention to help keep things organized. Once the view is created, you can filter by state, selecting only the states for that region. Once you save, voila! You now have a view by region.

You can Pin ๐Ÿ“Œ a view to the top as a tab for easy access by clicking Views and highlighting the pin button:

Increasing Complexity

You can increase the complexity of your live operations monitoring views by selecting multiple filters for your view. This allows your team to narrow their focus.

For example, if your team is regionalized, but also only wants to see deliveries that are in progress, you can add a Status filter to your view by deselecting the Dropoff Complete status.

Here is the full list of filters for your team to consider when monitoring live deliveries:

Flag Dismissal

For notifications where you have Flag enabled, those flags will show in the Flagged tab. To resolve a Flag, click on the โš  warning sign, enter a note or tag a teammate, and click Save.

๐Ÿ“ Note: Teammates must be members in Nash. To find out more about adding teammates, see this article.

Once the flag has been resolved, a โœ”๏ธ checkmark will appear beside that delivery in the Flagged view.

Hover over the โœ”๏ธ checkmark to see the notes that were added when the flag was resolved:

๐Ÿ“– For more information on setting up enabling flags in Notifications, check out this article.

Sorting

On-time delivery is typically the most important factor for businesses, so we've set the history dashboard sort default by Pickup Time, ascending. The delivery with the earliest pickup time will be at the top.

However, you can sort by any other column header. If your team needs to see the earliest Dropoff Time, click the Dropoff Time header, and that becomes your sort order, ascending. Click it again, and it's descending.

๐Ÿ’กKeep in mind the sort order will apply to all views.

๐Ÿ’ฌ Please send us a chat through Nash or an email if you have any questions about setting up views! [email protected]

Did this answer your question?