Skip to content
sapha

Working manual

Help & Manual

Every screen in Sapha, written for the people who use it.

Browse topics

Working manual

Home visits, pickup and delivery

Assign home-sorting visits, pickups and deliveries, follow them on the phone, and confirm delivery with the customer's code.

Last updated 25 September 2026

You are reading the manual without signing in. It describes the screens staff use; opening them needs an account, and the access on that account decides which ones appear.

Assigning a task

Create a pickup or delivery task

Who can do this
Reception, a manager or the owner.
What it achieves
A home visit, pickup or delivery assigned to one person, who sees it on their phone.
Before you start
  • Home sorting: the order's tags are issued.
  • Pickup: the order is sealed and ready for pickup.
  • Delivery: the order is packed.
Steps
  1. RequiredOpen Dispatch and choose Create task.
  2. RequiredChoose the task type: Home sorting & tagging, Pickup or Delivery.
  3. RequiredChoose the order. Only orders ready for that task type are offered.
  4. RequiredChoose the team member. Only active people of the order's branch whose role can do this task are offered.
  5. RequiredCheck the scheduled time and choose Create task.
What should happen next

The task appears on the assignment board and on the assigned person's phone.

If it does not work
  • The order is missing: it has not reached the step this task needs, or it already has this task.
The New pickup or delivery task window with Home sorting and tagging, an order for Rajesh KC, Deepak Magar chosen and a scheduled time.
Sending Deepak to sort and tag Rajesh KC's clothes at home. The window shows which orders and which people can be chosen.

On the road

The assigned person moves the task on with Next step: Assigned → On the way → Arrived → Handed over → Completed. At the door they scan the tags (picked up, out for delivery, delivered). A manager can hand an unfinished task to someone else with Reassign and a reason.

Dispatch on a phone for Ramesh Gurung at Lakeside, with a delivery task for Sunita Shrestha and the delivery code issued.
Ramesh's phone: his delivery to Sunita, with her address, a call button and the delivery code already sent.

Confirming delivery with the customer's code

At the door the driver chooses Send delivery code (Send code again afterwards). Sapha creates a six-digit delivery code for the customer. The driver never sees the code: someone else (reception, a manager or the owner) types the code the customer reads out and chooses Check code on the task, for example on a phone call from the door. Only then can the driver complete the delivery and scan the items as delivered.

The Dispatch board with a delivery task for Sunita Shrestha: Code sent, a Send code again button, a code box and a Check code button.
The owner's view of the same delivery: the code box and Check code.

Where the code goes depends on the company's setup: the customer's phone notification if they turned on updates on their tracking page, their email, or an SMS when an SMS account is connected.

  • A code expires after a while; sending it again makes a new one.
  • After too many wrong tries the code locks. The Sapha team can clear a locked code with a recorded reason.
  • Reassigning a delivery destroys its code; the new driver sends a new one.