Use manual scheduling when: you know which shopper you want to assign to each location you are shopping.
From the main Admin page, choose the client and click on the Scheduler link:
Click on Manual Scheduling
Enter the shopper’s last name or email address, and click search. To the right, a list of matching shoppers will appear. Select the one you want.
Choose the location or locations:
a) Single Location: Enter the location Id or name, and click search. To the right, a list of matching locations will appear. Select the one you want.
b) Multiple Locations: Click "Enable multi-location mode" and then enter the Store IDs you would like to schedule, with one ID per line. (Note this method is also referred to as Mass Manual Scheduling, and is not shown in the screenshot below.)
Enter a Due date for this shop. That’s the date by which you want the shopper to finish the shop.
You can also enter a Report date, if it is different from the Due date. The Report date will be the date that is used in all Sassie and Dragon reporting later.
A Start date, the first date on which you would allow the shopper to submit, is also optional. A submit due date is the date by which you want the shopper to complete the shop and submit it, also optional.
Enter the amount you will pay the shopper to complete this shop. If you are also reimbursing the shopper for any purchase or expense, you can enter a limit (maximum) for the expenses or special expenses here.
You can also enter Hours and Days of the week that you want the shopper to perform this shop. These are informational, and won’t be enforced by Sassie.
Shop Comments are a place to briefly describe to the shopper what is expected of them for the shop.
If you use Waves, you may select a wave for this shop here.
Click ADD NEW to create the shop. You are done with scheduling your manual shop! The shop appears on the list at the right of the page.