How the guides list and detail work

• 0:02The Guides menu, in the sidebar, groups together all of the company's orders.
• 0:07Let's see how the list is organized, and what information the detail of each guide shows.
• 0:12Expanding Guides shows the submenu's two categories:
• 0:16In progress, which opens by default, and History.
• 0:20History groups together the guides that are already completed or canceled.
• 0:25Let's go back to In progress, with the complete list.
• 0:29Each card shows the guide code, its current status, and details like client,
• 0:34branch, origin, destination and service type — all with the same columns,
• 0:39so the list reads cleanly.
• 0:41The printer icon shows whether the label was already printed or not.
• 0:46The multi-select button lets you tick several guides at once.
• 0:50With one or more ticked, the option to print all their labels together, in bulk, appears.
• 0:56You can choose which format to print them in — A4, or smaller sheets like A9.
• 1:01Let's exit multi-select and open the first guide's detail.
• 1:05At the top you see the general data:
• 1:08guide code, client, branch, status, comments, logistics operator,
• 1:12and the receipt and delivery dates.
• 1:15Next to the code there are two quick actions:
• 1:18copy the code, or copy the tracking link to share.
• 1:22Tapping it copies the code — and a confirmation appears below.
• 1:26On the right, Orders lists the shipments linked to this guide.
• 1:30The status we saw above, in Details, reflects the overall status calculated from the status of
• 1:36each of these shipments.
• 1:38The eye icon opens that specific shipment's full detail.
• 1:42It shows its own data, addresses, and even whether it has a pending change review
• 1:47— something explained in detail in another video.
• 1:50Let's close it and go back to the guide.
• 1:53Further down, Origin address shows the contact phone, with a button to call,
• 1:57and a pin icon to open the location in Google Maps.
• 2:01It also shows that location's accuracy, and a map that's revealed by tapping the eye icon.
• 2:07Further down there are sections like Attachments and Packages
• 2:11— each package can be printed with the printer icon —, but, just like Comments further ahead,
• 2:16they only show up if the user has permission to see them.
• 2:20Tapping a photo opens it full-size, with who uploaded it and when.
• 2:25We close the view and keep going.
• 2:27Further down, Comments already has one loaded, with who wrote it and when.
• 2:32The plus button opens the form to add a new one.
• 2:36The pin fixes the comment at the top of the list,
• 2:38and the lock marks whether it's private to the operator or can be shared with the store.
• 2:43We close it without saving.
• 2:46Let's go back up. The Edit status button opens a menu with the actions available for this guide.
• 2:52The options shown depend on the user's permissions and the guide's current status;
• 2:57here, for example, you can mark it as prepared or cancel it
• 3:00— a different status would enable different options.
• 3:04Let's close this menu.
• 3:06Besides changing the status, you can request a client, package, or destination change
• 3:11— it stays pending approval, it isn't applied automatically;
• 3:14that approval flow is explained in detail in another video.
• 3:19That's how you review the guide list, its detail,
• 3:22and everything an operator can do from there:
• 3:25filter by category, select several at once, check orders, addresses and attachments,
• 3:31comment, change the status, or request a change.