# Ez Delivery CRM

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FlAIcDl1w4dqg0N4NHX2X%2FEz%20Delivery%20CRM.png?alt=media&#x26;token=76de4104-7c1f-45aa-bb27-19ebeb519fac" alt=""><figcaption></figcaption></figure>

***

## 🔗Links

&#x20;      [**Template Link on Bubble Marketplace**](https://bubble.io/template/ez-delivery-crm-1684925170586x553059616670613500)

&#x20;      [**Template Link on Our Website**](https://eazycode.com/template/ez-delivery-crm-1692021503235x992735736711383400)

&#x20;      [**Preview Link**](https://ez-delivery-crm.bubbleapps.io/)&#x20;

&#x20;      [**Forum Link**](https://forum.bubble.io/t/new-ez-delivery-crm-template-by-eazycode/273265)

***

## Photos

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***

## Introduction&#x20;

Ez Delivery CRM is a customer relationship management tool for delivery and logistics companies. This template provides a reliable and efficient solution for managing delivery operations and interacting with customers.

With Ez Delivery CRM you can simplify and optimize the processes of managing orders, tracking deliveries, and interacting with your customers. This template provides tools for monitoring order status and provides reliable communication with customers through CRM functionality. &#x20;

This template allows you to organize work for three types of users: administrators, couriers, and clients.&#x20;

* Tools are provided for **administrators** to monitor and manage all aspects of the delivery business.&#x20;
* **Couriers** receive tools to efficiently fulfill orders and track routes.
* **Customers** can easily place orders and track their status.

Our template will provide you with the tools to operate your delivery business more efficiently and satisfactorily. Simplify your delivery management and improve your customer service with Ez Delivery CRM.

Our template is fully compatible and responsive across all device types. Our team has developed this template in line with up-to-date UX/UI design standards, providing an intuitive interface and visually pleasing aesthetics.

While we sell the template as is, we remain open to discussing additional modifications. Before purchasing the template, we recommend checking out the preview section. If you have any questions or require further clarification, please do not hesitate to contact us, and we'll be delighted to assist and tailor a solution to suit your needs.

***

## Features

* **CRM**
* **Dashboard**
* **Order Status**
* **Support**
* **Add products**
* **Delivery**
* **Three user types**
* **Responsive Design**

***

## Notes

{% hint style="info" %} <mark style="color:blue;">**Important note**</mark><mark style="color:blue;">:</mark> After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.&#x20;

Check all privacy settings by the following link before launch: [*<mark style="color:blue;">**Bubble Privacy**</mark>* ](https://manual.bubble.io/help-guides/data/the-database/protecting-data-with-privacy-rules)

Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.
{% endhint %}

{% hint style="danger" %} <mark style="color:red;">This template is not the final product. Any part of the application can be modified for different needs.</mark>
{% endhint %}

***

## Pages&#x20;

### index

This page presents the features of this application. Also on this page, clients can find links to other <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates on this topic.&#x20;

### authorization

This is the Sign-In / Sign-Up page.

### buy

This is the checkout page and is divided into three steps: cart, personal information, and payment information.

### crm

This page displays the admin panel, user panel, and courier panel depending on who is logged in. The admin panel contains nine tabs.

* **Dashboard** - This tab contains general information about the menu, orders, delivery, customers, and revenue.
* **Menu** - This tab displays a list of dishes with the possibility to add/edit/delete any of them. Also on this tab, the admin can manage categories.
* **Customers** - This tab displays a list of customers with their information with the possibility to see details/edit/delete any of them.
* **Orders** - This tab shows a list of all orders made on the app, divided by their status. The admin can change the status and set a courier for delivery.
* **Analytics** - This page displays application statistics such as popular dishes, accepted orders, the most productive couriers, and the most active customers.
* **Couriers** - This tab displays a list of couriers with their information with the possibility to add/edit/delete any of them.
* **Support** - Tab for handling and resolving customer complaints with a chat window.
* **Feedback** - This tab displays a list of reviews by customers, divided by type.
* **Profile** - This is a tab with personal information.

The customer panel contains four tabs.

* **Orders** - This tab shows a list of current user's orders made, divided by their status.&#x20;
* **Analytics** - This page displays current user's order statistics.
* **Support** - This is a tab where the user can see opened complaints.
* **Profile** - This is a tab with personal information.

The courier panel contains four tabs.

* **Orders** - This tab shows a list of all orders made on the app, divided by their status. From this list, the courier can accept delivery orders assigned by the admin.
* **Analytics** - This page displays current courier order statistics and income.
* **Support** - Tab for handling and resolving customer complaints about the courier delivery.
* **Profile** - This is a tab with personal information.

### invite

This is the password registration page for couriers created by the administrator.

### product

This is a single page of a product with price, images, and description.

### reset\_pw

This page allows the user to reset the password.

### 404

This page appears when something goes wrong in the app's work

***

## Reusable elements

### Footer

This reusable element includes links to the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates, socials, and personal web.

### Header

This reusable element includes the app navigation panel.

### Order Details

This reusable element includes order details popup.

***

## Workflow

Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> standard for the use of colors with a detailed explanation.

{% hint style="warning" %} <mark style="color:orange;">The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.</mark>
{% endhint %}

**Blue** - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.

<div align="center"><figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2Fa6ECFLHHyTqpr90FXSPb%2Fimage.png?alt=media&#x26;token=772855b5-5b7b-49aa-b99e-04701767624f" alt="" width="200"><figcaption></figcaption></figure></div>

**Green** - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FllvYT6zyLSb3QtkbzWj0%2Fimage.png?alt=media&#x26;token=65bc26ac-4a39-49ac-af76-56028f5bc333" alt="" width="200"><figcaption></figcaption></figure>

**Red** - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FctFJTDZVJYSxbjS2melb%2Fimage.png?alt=media&#x26;token=60d0a236-cca6-491b-88b6-a26f2311cc8c" alt="" width="200"><figcaption></figcaption></figure>

**Orange** - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2F7e8TWWOrsNOk3PttmqlN%2Fimage.png?alt=media&#x26;token=75cde6b5-e72b-4f75-a540-2507e1f92ed9" alt="" width="200"><figcaption></figcaption></figure>

**Cyan** - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FygcvmFN64pIlShKKlsYH%2Fimage.png?alt=media&#x26;token=767513b2-cb61-4010-be33-cd4ff5967fad" alt="" width="200"><figcaption></figcaption></figure>

**Brown** - Custom workflow, API workflow, and similar tasks.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FIDdRjV71dqlcIXAsbOIV%2Fimage.png?alt=media&#x26;token=c76c2a04-b052-468b-b47c-efe04457d373" alt="" width="200"><figcaption></figcaption></figure>

**Purple** - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FQEZ73m2nAW9oTEAIFhDR%2Fimage.png?alt=media&#x26;token=007881d1-774f-40e0-84f2-557e3f60caa4" alt="" width="200"><figcaption></figcaption></figure>

**Grey** - All other actions.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FUJj9aHsMG5LM8tZCMPLF%2Fimage.png?alt=media&#x26;token=eac4b920-8f7a-464e-bb6d-f1905009ad28" alt="test" width="201"><figcaption></figcaption></figure>

***

## Data Types

### App settings

This data type is used to store app fee proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>courier_percent</code></td><td><code>number</code></td><td>Stores the fee percent.</td><td></td></tr></tbody></table>

### Cart

This data type is used to store cart proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>order</code></td><td><a href="#order"><code>Order</code></a></td><td>Stores the order data type.</td><td></td></tr><tr><td><code>product</code></td><td><a href="#product-1"><code>Product</code></a></td><td>Stores the product data type.</td><td></td></tr><tr><td><code>quantity</code></td><td><code>number</code></td><td>Stores the cart quantity of products.</td><td></td></tr></tbody></table>

### Categories

This data type is used to store category proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td>bought qty categories</td><td><code>number</code></td><td>Stores the number of purchases in one category</td><td></td></tr><tr><td>name</td><td><code>text</code></td><td>Stores the category title.</td><td></td></tr><tr><td>photo</td><td><code>image</code></td><td>Stores the category image.</td><td></td></tr><tr><td><code>Product</code></td><td><a href="#product-1"><code>Product</code></a></td><td>Stores the product data type.</td><td></td></tr></tbody></table>

### Feedback

This data type is used to store feedback proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Email</code></td><td><code>text</code></td><td>Stores the writer email address.</td><td></td></tr><tr><td><code>Message</code></td><td><code>text</code></td><td>Stores the feeddback content.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the writer name.</td><td></td></tr><tr><td><code>order</code></td><td><a href="#order"><code>Order</code></a></td><td>Stores the order data type.</td><td></td></tr><tr><td><code>viewed</code></td><td><code>yes/no</code></td><td>Stores the feedback status(seen or not).</td><td></td></tr></tbody></table>

### Invitation

This data type is used to store courier invitation proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Address</code></td><td><code>text</code></td><td>Stores the courier address.</td><td></td></tr><tr><td><code>Apartment</code></td><td><code>text</code></td><td>Stores the courier apartment number.</td><td></td></tr><tr><td><code>City</code></td><td><code>text</code></td><td>Stores the courier city of living.</td><td></td></tr><tr><td><code>Country</code></td><td><code>text</code></td><td>Stores the courier country of living.</td><td></td></tr><tr><td><code>email</code></td><td><code>text</code></td><td>Stores the courier email address.</td><td></td></tr><tr><td><code>First Name</code></td><td><code>text</code></td><td>Stores the courier first name.</td><td></td></tr><tr><td><code>House Number</code></td><td><code>text</code></td><td>Stores the courier house number.</td><td></td></tr><tr><td><code>Last Name</code></td><td><code>text</code></td><td>Stores the courier last name.</td><td></td></tr><tr><td><code>Phone</code></td><td><code>text</code></td><td>Stores the courier phone number.</td><td></td></tr><tr><td><code>Photo</code></td><td><code>image</code></td><td>Stores the courier image.</td><td></td></tr></tbody></table>

### Order

This data type is used to store order proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>address</code></td><td><code>text</code></td><td>Stores the order address.</td><td></td></tr><tr><td><code>apartment</code></td><td><code>text</code></td><td>Stores the order apartment.</td><td></td></tr><tr><td><code>card number</code></td><td><code>number</code></td><td>Stores the bank card number.</td><td></td></tr><tr><td><code>cart</code></td><td><code>List of</code> <a href="#cart"><code>Carts</code></a></td><td>Stores the cart data type.</td><td></td></tr><tr><td><code>city</code></td><td><code>text</code></td><td>Stores the order city.</td><td></td></tr><tr><td><code>country</code></td><td><code>text</code></td><td>Stores the order country.</td><td></td></tr><tr><td><code>courier</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Date on delivery</code></td><td><code>date</code></td><td>Stores the date on delivery.</td><td></td></tr><tr><td><code>Date order delivered</code></td><td><code>date</code></td><td>Stores the date order delivery.</td><td></td></tr><tr><td><code>Date ready to ship</code></td><td><code>date</code></td><td>Stores the date ready to ship.</td><td></td></tr><tr><td><code>Date reject order</code></td><td><code>date</code></td><td>Stores the date rejected order.</td><td></td></tr><tr><td><code>delivery</code></td><td><code>number</code></td><td>Stores the delivery quantity per address.</td><td></td></tr><tr><td><code>email</code></td><td><code>text</code></td><td>Stores the order email.</td><td></td></tr><tr><td><code>first name</code></td><td><code>text</code></td><td>Stores the client first name.</td><td></td></tr><tr><td><code>house number</code></td><td><code>text</code></td><td>Stores the client house number.</td><td></td></tr><tr><td><code>last name</code></td><td><code>text</code></td><td>Stores the client last name.</td><td></td></tr><tr><td><code>name on card</code></td><td><code>text</code></td><td>Stores the client name on bank card.</td><td></td></tr><tr><td><code>note order</code></td><td><code>text</code></td><td>Stores the order note.</td><td></td></tr><tr><td><code>Order ID</code></td><td><code>text</code></td><td>Stores the oredr ID.</td><td></td></tr><tr><td><code>phone</code></td><td><code>number</code></td><td>Stores the client phone number.</td><td></td></tr><tr><td><code>product</code></td><td><a href="#product-1"><code>Product</code></a></td><td>Stores the product data type.</td><td></td></tr><tr><td><code>responsible</code></td><td><code>yes/no</code></td><td>Stores the order status(response or not).</td><td></td></tr><tr><td><code>roles</code></td><td><a href="#roles"><code>Roles</code></a></td><td>Stores the role option set.</td><td></td></tr><tr><td><code>status</code></td><td><a href="#status_order_delivery"><code>Status_order_delivery</code></a></td><td>Stores the status order delivery option set.</td><td></td></tr><tr><td><code>total</code></td><td><code>number</code></td><td>Stores the order total price.</td><td></td></tr><tr><td><code>User</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Product

This data type is used to store product proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>bought quantity</code></td><td><code>number</code></td><td>Stores the number of product purchases.</td><td></td></tr><tr><td><code>cart</code></td><td><a href="#cart"><code>Cart</code></a></td><td>Stores the cart data type.</td><td></td></tr><tr><td><code>categories</code></td><td><a href="#categories"><code>Categories</code></a></td><td>Stores the category data type.</td><td></td></tr><tr><td><code>descriptions</code></td><td><code>text</code></td><td>Stores the product description.</td><td></td></tr><tr><td><code>name</code></td><td><code>text</code></td><td>Stores the product title.</td><td></td></tr><tr><td><code>photo</code></td><td><code>image</code></td><td>Stores the product image.</td><td></td></tr><tr><td><code>price</code></td><td><code>number</code></td><td>Stores the product price.</td><td></td></tr><tr><td><code>product ID</code></td><td><code>text</code></td><td>Stores the product ID.</td><td></td></tr><tr><td><code>quantity</code></td><td><code>number</code></td><td>Stores the product stock.</td><td></td></tr><tr><td><code>weight</code></td><td><code>text</code></td><td>Stores the product weight.</td><td></td></tr></tbody></table>

### Tickets

This data type is used to store complaint proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>status</code></td><td><a href="#status_tickets"><code>Status_tickets</code></a></td><td>Stores the status tickets option set.</td><td></td></tr><tr><td><code>tickets_messages</code></td><td><code>List of</code> <a href="#tickets_messages"><code>Tickets_messageses</code></a></td><td>Stores the ticket message data type.</td><td></td></tr><tr><td><code>tickets_order</code></td><td><code>List of</code> <a href="#order"><code>Orders</code></a></td><td>Stores the order data type.</td><td></td></tr><tr><td><code>tickets_user</code></td><td><code>List of</code> <a href="#user"><code>Users</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Tickets\_messages

This data type is used to store complaint message proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>message</code></td><td><code>text</code></td><td>Stores the message content.</td><td></td></tr><tr><td><code>seen</code></td><td><code>yes/no</code></td><td>Stores the message status(seen or not).</td><td></td></tr><tr><td><code>seen admin</code></td><td><code>yes/no</code></td><td>Stores the message status(seen by admin or not).</td><td></td></tr><tr><td><code>seen customer</code></td><td><code>yes/no</code></td><td>Stores the message status(seen by customer or not).</td><td></td></tr><tr><td><code>tickets</code></td><td><a href="#tickets"><code>Tickets</code></a></td><td>Stores the ticket data type.</td><td></td></tr><tr><td><code>user</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### User

This data type is used to store user proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>address</code></td><td><code>text</code></td><td>Stores the user address.</td><td></td></tr><tr><td><code>apartament</code></td><td><code>text</code></td><td>Stores the user apartment.</td><td></td></tr><tr><td><code>cart</code></td><td><code>List of</code> <a href="#cart"><code>Carts</code></a></td><td>Stores the cart data type.</td><td></td></tr><tr><td><code>city</code></td><td><code>text</code></td><td>Stores the user city.</td><td></td></tr><tr><td><code>country</code></td><td><code>text</code></td><td>Stores the user country.</td><td></td></tr><tr><td><code>Creator</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>first name</code></td><td><code>text</code></td><td>Stores the user first name.</td><td></td></tr><tr><td><code>house number</code></td><td><code>text</code></td><td>Stores the user gouse number.</td><td></td></tr><tr><td><code>ID</code></td><td><code>text</code></td><td>Stores the user ID.</td><td></td></tr><tr><td><code>income courier</code></td><td><code>number</code></td><td>Stores the courier income.</td><td></td></tr><tr><td><code>last name</code></td><td><code>text</code></td><td>Stores the user last name.</td><td></td></tr><tr><td><code>order</code></td><td><code>List of</code> <a href="#order"><code>Orders</code></a></td><td>Stores the order data type.</td><td></td></tr><tr><td><code>payment card number</code></td><td><code>number</code></td><td>Stores the user bank card number.</td><td></td></tr><tr><td><code>payment name on card</code></td><td><code>text</code></td><td>Stores the user name on bank card.</td><td></td></tr><tr><td><code>phone</code></td><td><code>number</code></td><td>Stores the user phone number.</td><td></td></tr><tr><td><code>photo</code></td><td><code>image</code></td><td>Stores the user image.</td><td></td></tr><tr><td><code>responsible</code></td><td><code>yes/no</code></td><td>Stores the user status(response or not).</td><td></td></tr><tr><td><code>roles</code></td><td><a href="#roles"><code>Roles</code></a></td><td>Stores the roles option set.</td><td></td></tr><tr><td><code>tickets</code></td><td><code>List of</code> <a href="#tickets"><code>Ticketses</code></a></td><td>Stores the tickets data type.</td><td></td></tr></tbody></table>

***

## Option sets

### Roles

* Admin
* Courier
* Customer

### Status\_order\_delivery

* New Order
* Ready To Ship
* On Delivery
* Delivered
* Reject Order

### Status\_tickets

* New
* Done

***

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