{"id":431981,"date":"2024-12-03T17:50:28","date_gmt":"2024-12-03T16:50:28","guid":{"rendered":"https:\/\/wpstage.way-partner.com\/?post_type=docs&p=431981"},"modified":"2025-05-13T16:29:48","modified_gmt":"2025-05-13T14:29:48","password":"","slug":"creer-une-nouvelle-mission","status":"publish","type":"docs","link":"https:\/\/wpstage.way-partner.com\/en\/guides\/creer-une-nouvelle-mission\/","title":{"rendered":"Create a new mission"},"content":{"rendered":"

Learn step-by-step how to create a new mission in your application.<\/p>\n\n\n\n

\n
\n

To begin, from the menu at the bottom of your screen, press \" \". +<\/strong> \"to create a new mission.<\/p>\n<\/div>\n\n\n\n

\n
\"creation_1\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

New: Use AI to automatically create a mission<\/h2>\n\n\n\n
\n
\n

A new feature of version 1.7 is the\u00a0creation via AI<\/strong>You can access it by clicking on the \" \" button. IA<\/strong> \".<\/p>\n\n\n\n

You can dictate, write or copy\/paste your mission statement<\/strong>For example, you can copy and paste the following coupon:<\/p>\n\n\n\n

\n

Thank you for your booking.<\/sup>
We confirm your scheduled transfer as follows:<\/sup>
Date: Tuesday 18 April 2025<\/sup>
Pick-up time: 8.30 a.m.<\/sup>
Start address: 25 Rue de la Reynie, 75001 Paris, France<\/sup>
Destination: Paris-Orly airport (ORY)<\/sup>
Number of passengers: 4 including 2 children<\/sup>
Baggage: 2 Cabin 1 Hold<\/sup>
Amount: \u20ac130 incl. VAT<\/sup>
Note: to be paid directly to the driver (cash or credit card)<\/sup><\/p>\n<\/blockquote>\n\n\n\n

    \n
  • Artificial intelligence automatically recognises useful information: date, address, passengers, etc.<\/li>\n\n\n\n
  • If the information is properly recognised, a\u00a0green IA icon<\/strong>\u00a0is displayed next to the field in question.<\/li>\n\n\n\n
  • If the AI has not recognised a piece of information, a\u00a0IA red icon<\/strong>\u00a0is displayed, indicating that you need to complete it manually.<\/li>\n<\/ul>\n\n\n\n
    \n

    \ud83d\udca1 You can skip this step and complete the mission manually if you prefer.<\/strong><\/p>\n<\/blockquote>\n<\/div>\n\n\n\n

    \n
    \"way-partner.com_missions_create(Full_rez)<\/figure>\n<\/div>\n<\/div>\n\n\n\n

    Configuring the route<\/h2>\n\n\n\n
    \n
    \n

    Configuring the type of mission<\/h3>\n\n\n\n

    Select the type of mission from the following options:<\/p>\n\n\n\n

      \n
    • Transfer<\/li>\n\n\n\n
    • Availability<\/li>\n\n\n\n
    • Airport pick-up<\/li>\n\n\n\n
    • Airport drop-off<\/li>\n\n\n\n
    • Service provision.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
      \n
      \"creation_2\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
      \n
      \n

      Enter details for a Transfer<\/h3>\n\n\n\n

      If you have selected the \"Transfer\" mission type, enter the following information:<\/p>\n\n\n\n

        \n
      • Place of care<\/strong>Enter the exact address where the customer will be picked up.<\/li>\n\n\n\n
      • Date and time of pick-up<\/strong>If you are not sure of the date and time you would like the job to start, please give us the date and time you would like the job to start.<\/li>\n\n\n\n
      • Place of deposit<\/strong>In the \"Delivery\" box, enter the destination address where the customer is to be dropped off.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
        \n
        \"creation_3\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
        \n
        \n

        Enter the details for a Release<\/h3>\n\n\n\n

        If you have selected the type of job \"Pick-up\", enter the pick-up date and time, as well as the pick-up location and, if necessary, the drop-off location.<\/p>\n<\/div>\n\n\n\n

        \n
        \"creation_4\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
        \n
        \n

        Enter details for airport pick-up or drop-off<\/h3>\n\n\n\n

        If you have selected the \"Airport pick-up\" or \"Airport drop-off\" assignment type, fill in the flight information. Although this field is not compulsory, it is strongly recommended because :<\/p>\n\n\n\n

          \n
        • This allows you to receive flight-related changes (delays, gate changes, etc.) in real time.
          <\/li>\n\n\n\n
        • The address field is automatically filled in with the terminal concerned for greater accuracy and speed.<\/li>\n<\/ul>\n\n\n\n

          Also fill in the pick-up and drop-off locations, as well as other details if necessary.<\/p>\n<\/div>\n\n\n\n

          \n
          \"creation_5\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
          \n
          \n

          Enter address information<\/h3>\n\n\n\n

          In this section, you can enter practical details to make it easier to pick up or drop off your order. For example :<\/p>\n\n\n\n

            \n
          • \"Portal code: 1234<\/li>\n\n\n\n
          • \"Parking before the dead end<\/li>\n\n\n\n
          • \"Ringing the intercom when you arrive<\/li>\n<\/ul>\n\n\n\n

            This information, although optional, allows you to personalise your service and ensure a smooth customer experience.<\/p>\n<\/div>\n\n\n\n

            \n
            \"creation_5\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
            \n
            \n

            Optional: Add additional steps<\/h3>\n\n\n\n

            If your journey includes one or more intermediate stops, you can add them by clicking on \"Add a stopover\". For each stopover, enter :<\/p>\n\n\n\n

              \n
            • The approximate time of the stop.<\/li>\n\n\n\n
            • The intermediate stop.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
              \n
              \"creation_7\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

              Selecting the client for the assignment<\/h2>\n\n\n\n
              \n
              \n

              Go to the customer section<\/h3>\n\n\n\n

              Once you've filled in the fields above, open the \"Client\" section to assign a client to this assignment.<\/p>\n<\/div>\n\n\n\n

              \n
              \"creation_6\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
              \n
              \n

              Indicate whether the assignment has been confirmed by the customer<\/h3>\n\n\n\n

              Before selecting or adding a customer, activate or deactivate the \"The assignment has been confirmed by the customer\" box, depending on the situation:<\/p>\n\n\n\n

                \n
              • Activated: This means that the customer has validated the assignment in advance.<\/li>\n\n\n\n
              • Disabled: Used if the mission has not yet been confirmed or if you are waiting for validation.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                \n
                \"creation_9\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
                \n
                \n

                Select an existing customer<\/h3>\n\n\n\n

                Use the search field to find a customer who is already registered.
                If the job has been confirmed by the customer, activate the corresponding button to indicate this confirmation.<\/p>\n<\/div>\n\n\n\n

                \n
                \"creation_10\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
                \n
                \n

                Add a new customer<\/h3>\n\n\n\n

                If the customer is not yet registered :<\/p>\n\n\n\n

                  \n
                1. Press \"Add a new customer\".<\/li>\n\n\n\n
                2. Fill in the information requested:\n
                    \n
                  • Company \/ Billing name<\/li>\n\n\n\n
                  • Title, surname and first name.<\/li>\n\n\n\n
                  • Preferred language for communication.<\/li>\n\n\n\n
                  • E-mail address and telephone numbers (mobile or landline).<\/li>\n\n\n\n
                  • Billing address (optional, but recommended).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                  • Press \"Add customer\" to register.<\/li>\n<\/ol>\n<\/div>\n\n\n\n
                    \n
                    \"creation_8\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

                    Once the client has been assigned, check the information displayed, then press \"Next\" to continue.<\/p>\n\n\n\n

                    Configuring the passengers on your mission<\/h2>\n\n\n\n
                    \n
                    \n

                    In the \"Passenger information\" section, the information for the main passenger is automatically filled in from the customer data. You can, however, change it if it differs or if other passengers need to be added.<\/p>\n\n\n\n

                    Add or adjust passenger information<\/h3>\n\n\n\n
                      \n
                    • Passenger name(s).<\/li>\n\n\n\n
                    • The name for the welcome panel (can be changed if necessary).<\/li>\n\n\n\n
                    • The total number of passengers and their type (adults, children, babies or disabled people with assistance).<\/li>\n<\/ul>\n\n\n\n


                      Once again, items automatically recognised by the AI will be marked in green.<\/p>\n<\/div>\n\n\n\n

                      \n
                      \"way-partner.com_missions_create(Full_rez)<\/figure>\n<\/div>\n<\/div>\n\n\n\n
                      \n
                      \n

                      Adding luggage and equipment<\/h3>\n\n\n\n

                      WAY-Partner also allows you to configure optional additional options:<\/p>\n\n\n\n

                        \n
                      • The number of bags.<\/li>\n\n\n\n
                      • Any specific equipment required (e.g. car seat, baby seat or booster seat).<\/li>\n<\/ul>\n\n\n\n

                        Although this information is not compulsory, it enables us to personalise the service and ensure better customer care.<\/p>\n<\/div>\n\n\n\n

                        \n
                        \"creation_13\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

                        Setting the rate and assigning the job<\/h2>\n\n\n\n
                        \n
                        \n

                        Select vehicle<\/h3>\n\n\n\n
                          \n
                        • Press \"Vehicle\" to select the vehicle you wish to use for the mission.<\/li>\n\n\n\n
                        • The list shows the vehicles already registered in your account.<\/li>\n\n\n\n
                        • If the vehicle you want is not on the list, you can add it by pressing \"Add a vehicle\" (see the \"Updating Vehicle Information\" guide for more details).<\/li>\n\n\n\n
                        • Each vehicle displays an indicative estimate of the rate per kilometre, for example \u20ac10 excluding VAT\/Km. This amount is based on the vehicle's average CO2 consumption and the rates charged for your previous journeys.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                          \n
                          \"creation_10\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
                          \n
                          \n

                          Configure tariff<\/h3>\n\n\n\n

                          A price including VAT is automatically suggested by the application.<\/p>\n\n\n\n

                          Important information:<\/strong> This rate is code<\/strong> and non-binding. You can personalise it according to your preferences.<\/p>\n\n\n\n

                          You can set the tariff in two ways:<\/p>\n\n\n\n

                            \n
                          • Using the tariff gauge :<\/strong> Move the circle to adjust the rate.\n
                              \n
                            • Red zone and beyond :<\/strong> below-average rate.<\/li>\n\n\n\n
                            • Yellow zone :<\/strong> balanced fare.<\/li>\n\n\n\n
                            • Green zone and beyond :<\/strong> higher than usual.
                              <\/li>\n<\/ul>\n<\/li>\n\n\n\n
                            • By entering a manual tariff :<\/strong>
                              Click in the tariff field and enter the desired amount directly.<\/li>\n<\/ul>\n\n\n\n

                              Note:<\/strong> The gauge is a visual tool, but you are free to exceed or remain outside its limits.<\/p>\n\n\n\n

                              You can choose to enter the rate in Including all taxes<\/strong> or in excl. tax<\/strong>according to your requirements. The application will automatically calculate the corresponding amount based on the VAT parameters.<\/p>\n\n\n\n

                              If necessary, adjust the VAT<\/strong> or apply a discount<\/strong> for the mission.<\/p>\n<\/div>\n\n\n\n

                              \n
                              \"creation_11\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
                              \n
                              \n

                              Configuring the assignment<\/h3>\n\n\n\n

                              By default, the assignment is set to \"I carry out the mission<\/strong>. As the name suggests, this is the mission you set yourself.<\/p>\n\n\n\n

                              You can also choose :<\/p>\n\n\n\n

                                \n
                              • I select a partner :<\/strong> appoint a partner to carry out the assignment.<\/li>\n\n\n\n
                              • Allocate later :<\/strong> register the mission without immediately defining who will carry it out.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                                \n
                                \"creation_12\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

                                Optional: Add References and Notes<\/h2>\n\n\n\n
                                \n
                                \n

                                Go to References and Notes<\/h3>\n\n\n\n

                                In the job creation form, scroll down to the \"\u00a0References and notes<\/strong>\" .<\/p>\n\n\n\n

                                This section is optional and has no impact on invoicing or the main configuration of the assignment.
                                <\/p>\n<\/div>\n\n\n\n

                                \n
                                \"creation_13\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

                                Understanding the use of References<\/h3>\n\n\n\n

                                Job reference: You can enter a specific identifier or number for the job.<\/p>\n\n\n\n

                                This can make it easier to track and search your archives or deal with your partners.<\/p>\n\n\n\n

                                Understanding the use of Notes<\/h3>\n\n\n\n

                                Notes can be used to add internal information to personalise the service or remind you of specific instructions.<\/p>\n\n\n\n

                                These notes are particularly useful when the assignment is assigned to a partner, as they are shared with the partner to ensure that the assignment is handled correctly.<\/p>\n\n\n\n


                                <\/p>\n\n\n\n

                                Practical advice<\/h3>\n\n\n\n

                                Be clear and precise in your notes so that any instructions are clearly understood by a potential partner.<\/p>\n\n\n\n

                                Finalise and create the mission<\/h2>\n\n\n\n

                                Validate the mission<\/h3>\n\n\n\n

                                Once you have entered all the information (details of the assignment, customer, passengers, vehicle, fare, etc.), press \".\u00a0Create the mission<\/strong>\" .
                                <\/p>\n\n\n\n

                                \n
                                \n

                                Confirmation page<\/h3>\n\n\n\n

                                Once the mission has been successfully created, a confirmation screen is displayed.<\/p>\n\n\n\n

                                There are two options:<\/p>\n\n\n\n

                                  \n
                                • \"\u00a0Go to the mission<\/strong>\u00a0\"You will be redirected to the assignment details page, where you can view, modify or manage the stages of the assignment.<\/li>\n\n\n\n
                                • \"\u00a0Sharing the mission<\/strong>\u00a0\"This option opens your device's native sharing system (WhatsApp, e-mail, etc.) and generates an automatic summary of the mission. The content of the share includes :\n
                                    \n
                                  • La date and time<\/strong> of the mission<\/li>\n\n\n\n
                                  • Le type of vehicle<\/strong> planned<\/li>\n\n\n\n
                                  • L'pick-up address<\/strong> and thedeposit address<\/strong><\/li>\n\n\n\n
                                  • Le total amount<\/strong> of the mission<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                                    \n
                                    \"creation_14\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

                                    If you need to quickly send the details to a partner or customer, use the \"Share mission\" option for quick and clear sharing.<\/p>\n\n\n\n

                                    Practical advice<\/h2>\n\n\n\n

                                    Creating an assignment has never been easier with WAY-Partner and its integrated AI assistant.<\/p>\n\n\n\n


                                    Add the necessary information and confirm the details.<\/p>\n\n\n\n


                                    Then manage your mission with ease, or share it with your partners for seamless organisation.
                                    Before finalising, check your data and take advantage of our personalisation options to offer your customers a quality service.<\/p>\n\n\n\n


                                    Need assistance? Our support team is on hand to answer your questions!<\/p>","protected":false},"excerpt":{"rendered":"

                                    Learn step-by-step how to create a new mission in your application.<\/p>","protected":false},"author":1,"featured_media":475085,"template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_level":[96],"doc_category":[95,83],"doc_tag":[],"class_list":["post-431981","docs","type-docs","status-publish","has-post-thumbnail","hentry","doc_level-decouverte","doc_category-commencer","doc_category-missions"],"acf":[],"year_month":"2026-04","word_count":1735,"total_views":"0","reactions":{"happy":"12","normal":"1","sad":"0"},"author_info":{"name":"maxime","author_nicename":"maxime","author_url":"https:\/\/wpstage.way-partner.com\/en\/"},"doc_category_info":[{"term_name":"Commencer","term_url":"https:\/\/wpstage.way-partner.com\/en\/guides\/commencer\/"},{"term_name":"Recevoir et partager des missions","term_url":"https:\/\/wpstage.way-partner.com\/en\/guides\/missions\/"}],"doc_tag_info":[],"yoast_head":"\nCr\u00e9er une nouvelle mission<\/title>\n<meta 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