Collector Rounds

For an operator whose collectors walk the streets. A round is one collector, one date, one stretch of the map: the phone lists every door that owes in walking order, a settled door leaves the list, and every payment in the round is dated and credited the same way. The office can key a paper register in through a keyboard grid instead. Without this feature, collection still works from Pending and Find & Collect.

Switch: Settings > Cable > Collector Rounds. Permissions: Collect Recharges; Collect For Other Users to key in someone else’s round, and Receive Collections to book the cash in at the office.

Where it appears

Cable shell: Start Collection in Quick Actions, the mode picker on the Collections section. Collector, walk order and pinned flags on the subscriber profile; Collection by Collector and Not handed over reports.

Flow

flowchart TD
    A[Start Collection] --> B[Round setup: date · collector · cycles up to]
    B --> C{Device}
    C -->|phone| D[Round page: pick area > route
doors in walk order · owes shown]
    C -->|keyboard| E[Entry grid: type name · queue cycles · amounts · Enter]
    D --> F[Tap a door: collect sheet
tick cycles · amount · mode]
    F --> P[(Receipt: who collected it · on what date)]
    P --> D
    E --> P2[Each row saved on its own · failures stay on screen]
    P & P2 --> H[Office: Receive Collections · mark handed over]
    D -->|not home| W[WhatsApp reminder from the door]

The round is carried explicitly from screen to screen so a date picked for one round never leaks into another.

Screens

Round setup - date, collector (an office user may pick someone else), and the cycle cut-off so a collector working last month's list is not shown this month's dues.
Round page - search box at the bottom for one-handed use; each doorstep shows who lives there, what boxes they hold and what they owe.
Entry grid - the office's fast keyboard sheet; every row is its own transaction.
Collections - receipts by collector with the hand-over flag; Receive Collections permission marks cash as received at the office.

Setting it up

flowchart LR
    A[Settings > Cable
Collector Rounds on] --> B[Assign each subscriber a collector
and a walk order]
    B --> C[Scope collectors to their own areas
via their location permissions]
    C --> D[Start a round: date and collector]
    D --> E[Doors listed in walking order]
    E --> F[Collect · settled doors leave the list]
    F --> G[Office marks the cash as received]

Switch it on, put the master behind it in place, then do the first one — in that order, or the first one will not have anything to pick.

Reports

Collection by Collector, Pending by collector, Not handed over, Receipts.