Route driver and collector

Welcome. This manual follows the day of a driver or a collector in JupitaPos Route SalesPOS and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

A driver drives the vehicle and hands deliveries over; a driver sells only if they are also an agent. A collector takes payments against customers’ invoices and changes no sale.

• System role: Driver (driver) or Collector (collector).
• What you see and what you do not: the deliveries to hand over (driver), the customers who owe and their invoices, the money you collected and your own cash. Not prices, not the agents’ sales, not the stock approvals.

Where you start

• Your landing screen: Field sales → Collections & close.
• What must be on: your till opened when you take cash; a driver’s position is shared only while on duty.
• Working offline: collections and hand-overs are kept on the device with no network; open Field sales → Sync when the signal is back.

A day at work

1. Sign in — Sign in — and open your till if you will take cash — Open and close a till.
2. Driver: hand over each delivery to the customer it is for — Confirm and deliver pre-orders.
3. Collect what a customer pays against their invoices, and give the receipt — Collect from a customer.
4. Driver: bring back what a customer returns, with its reason — Take goods back.
5. Hand in the cash and close your till at the end of the day.

Guides you will use

• Confirm and deliver pre-orders — the hand-over at the customer’s.
• Collect from a customer — cash or mobile money against invoices.
• Take goods back — a return recorded on the road.
• Positions on duty, and selling with no network — what is shared, and working without a signal.
• Open and close a till — cash in and out.

Quick reference

When something goes wrong

• The customer wants to pay more than they owe — a collection is taken against invoices; ask the agent or the supervisor about an advance.
• A delivery is short — hand over what is there and record it as it is; the difference stays with the depot to settle.
• No network — keep working; your collections are sent when you open Field sales → Sync with a signal.

Getting help

• The supervisor decides anything about an invoice, a price or a variance.
• The administrator fixes your account and your PIN.
• The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

• Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.

What you can do

These are the permissions of the Driver and Collector roles together; the table says which role has each.