Troopzy · Business Plan for Client Approval

Captain Program — Full Scope

A plan to launch "Captains" — local commerce partners who bring in new customers and handle last-mile delivery on Troopzy's behalf, without ever touching Troopzy's own inventory or pricing. This document covers the complete vision — onboarding, ordering, delivery, batching, commission, loyalty, zone automation, and eventually AI-assisted matching and routing — organized into three phases so it can be built, trusted and paid for incrementally rather than all at once.

Prepared for: Client sign-off Scope: Full program — Phase 1 through Phase 3 Delivery approach: Phased builds, each tested before the next begins Date: 23 Sep 2026

01 Why this exists

The business case for the Captain role, in plain terms.

Troopzy currently reaches customers directly — through its own delivery team and apps. A Captain extends that reach into a neighborhood or community through a trusted local person, who signs up customers, takes their orders (including items not yet in the catalog, via a photo request), and delivers the finished order back to them. Troopzy keeps full control of stock, pricing and fulfillment; the Captain earns a commission for the customers and orders they bring in.

Reach

New customers in areas Troopzy's own delivery team doesn't cover yet, without opening a new store.

Control

Captains never touch stock or set prices — every order still flows through Troopzy's existing warehouse and pricing.

Incentive

Captains are paid a visible, order-linked commission, so their earnings grow directly with the business they bring.

02 How an order flows

The path a single order takes, from the customer's request to delivery — and back, if returned.

flowchart LR
  Cu["Customer"] -->|"1 · Places order\nwith Captain"| Ca["Captain"]
  Ca -->|"2 · Submits order\n(+ photo for special items)"| OMS(["Troopzy OMS"])
  OMS -->|"3 · Sent for picking"| Bi["Biller / Picker"]
  Bi -->|"4 · Order packed"| DT["Delivery Team"]
  DT -->|"5 · Packed order\nhanded to Captain"| Ca
  Ca -->|"6 · Delivered, payment\ncollected"| Cu
  Cu -.->|"7 · Return or\npartial return"| Ca
  Ca -.->|"8 · Return logged"| OMS

Every box already exists in Troopzy today except the Captain — the order still goes through the same picking, packing and warehouse process as any other order.

03 Who does what, and when

The same flow, laid out in time — showing exactly what each party does at each step of one order's life.

sequenceDiagram
  autonumber
  participant Cu as Customer
  participant Ca as Captain
  participant OMS as Troopzy OMS
  participant Bi as Biller / Picker
  participant DT as Delivery Team

  Cu->>Ca: Requests products (catalog items + special requests)
  Ca->>OMS: Creates order (photo attached for special requests)
  OMS->>Bi: Order queued for picking
  Bi->>Bi: Verifies special-request items, maps to a real product
  Bi->>OMS: Order picked and packed
  OMS->>DT: Order marked ready for handover
  DT->>Ca: Hands over packed order
  Ca->>Cu: Delivers order, collects payment (cash / UPI / credit)
  opt Return
    Cu->>Ca: Returns item, in full or in part
    Ca->>OMS: Logs the return
  end
  OMS->>OMS: Updates the Captain's commission ledger

This is the exact sequence Phase 1 is built to support — nothing here depends on features planned for later phases.

04 The complete system, in three phases

Every capability the client asked for is scoped below. Nothing is dropped — the phasing is purely about build order: get a real Captain taking real orders first, then add scale and automation once that foundation is proven.

Phase 1

Foundation — one Captain, one order, start to finish

Built in four stages, each tested locally and confirmed working before it goes live.

1A

Captain accounts

  • A Captain can be created and given login access, separate from regular staff.
  • Every action a Captain takes is recorded, the same way staff actions already are.
Foundation — no customer-facing screens yet
1B

Captain app — signing up customers & taking orders

  • A Captain can register a new customer with their address and location.
  • A Captain can place an order for that customer from the real catalog.
  • For a product not in the catalog, the Captain can attach a photo and description as a request.
Deliverable — Captain app, first working version
1C

Visibility inside Troopzy's ordering system

  • Captain orders are clearly marked in the existing order screens Troopzy staff already use.
  • Staff can review a photo-requested item and match it to a real product, or reject it with a reason.
  • The order's status updates automatically as it moves through picking and packing.
Deliverable — Captain orders visible & trackable
1D

Handover, delivery, returns & earnings

  • The delivery team can formally hand a packed order over to the Captain for delivery.
  • The Captain records the delivery and the payment collected.
  • Returns or partial returns are recorded against the original order.
  • The Captain can see their running commission for completed orders.
Deliverable — full order lifecycle, end to end
Phase 2

Scale — many Captains, many customers, real money rules

Adds the pieces that matter once there's more than one Captain: ownership rules, consolidated deliveries, and the full commission/loyalty engine.

Customer–Captain mapping

Formal ownership: which Captain acquired which customer, and what happens if a customer's number is already claimed.

Captain batches

Many orders for one Captain consolidated into a single handover from the delivery team, instead of one-by-one.

B2B commission logic

Orders from business customers automatically use a different, separately-configured commission rate.

Loyalty ledger

A separate, auditable ledger for the long-term benefit — accrued, vested, and settled as its own lifecycle.

Zone & calendar automation

Each Captain is mapped to pincodes and fixed delivery days; the app only ever shows them what applies to their zone.

Captain performance dashboard

Admin view of sales, returns, commission and loyalty accrued per Captain, for day-to-day management.

Phase 3

Intelligence — the network runs itself

Automation and prediction on top of a proven Phase 1 + 2 — valuable once there's enough real order history to learn from.

AI photo-to-product matching

A customer's requested-item photo is automatically suggested against the real catalog, instead of manual review every time.

Demand forecasting

Predicts likely order volume per zone/Captain ahead of time, to help with stocking and staffing.

Automatic batch creation

Captain + pincode + delivery day + order volume is used to build handover batches without manual grouping.

Route optimization

Delivery/handover sequencing is optimized automatically rather than planned by hand.

Captain performance prediction

Early signals on which Captains/zones are likely to under- or over-perform, ahead of the monthly numbers.

Customer churn alerts

Flags a Captain's customers who are ordering less than usual, before they're lost entirely.

05 What it will look like

Early concept screens spanning both the Captain App (screens 1–5, Phase 1) and the batch/admin views that arrive in Phase 2 (screens 6–7) — enough to show the shape of the experience. Visual design (colors, branding, exact layout) is refined during build, not fixed here.

9:41●●●
Captain AppSign in
Mobile number
+91 98765 43210
PIN
••••
Log In
1 · Captain signs in
9:42●●●
New customerAdd Customer
Name
Ramesh Kumar
Mobile
+91 90000 11122
Address
12, 4th Cross, Whitefield
📍 Location pinned on map
Save Customer
2 · Captain registers a new customer
9:44●●●
Ramesh KumarNew Order
Toor Dal · 1 kg
₹128 × 2
Sunflower Oil · 1 L
₹165 × 1
Not in catalog?
📷 Attach photo + note
Review & Submit
3 · Order with a photo-requested item
2:15●●●
TodayMy Deliveries
#1042 Ramesh K.
Ready
#1039 Sita R.
Packing
#1035 Anil V.
Delivered
Confirm Handover
4 · Captain's delivery queue
6:30●●●
This monthMy Earnings
₹4,260
Commission earned
Orders delivered
32
Avg. commission / order
₹133
View Full History
5 · Captain's earnings summary
11:05●●●
Batch CAP-250925-04Captain Handover
Captain
Ravi
Orders
23
Packages
31
📦 28 / 31 packages scanned
Complete Handover
6 · Phase 2 — delivery team hands a whole batch to a Captain
6:00●●●
AdminCaptain Performance
Ravi · Vijayanagar
183 cust.
Sales this month
₹4,82,500
Returns
1.6%
Loyalty accrued
₹7,250
View All Captains
7 · Phase 2 — admin's per-Captain performance view

06 How Captains earn

Every Captain is assigned a plan with its own rates — nothing is hard-coded, and two Captains can be paid completely differently without an app update.

Captain C1024 — CAPTAIN_GROWTH_01
Fixed salary₹5,000 / mo
B2C commission1%
B2B commission0.75%
Direct Troopzy-delivery commission0.50%
Delivery incentive₹5 / order
Long-term loyalty benefit2%
A different Captain — same system, different plan
Fixed salary₹0
B2C commission2%
B2B commission1%
Direct Troopzy-delivery commission
Delivery incentive
Long-term loyalty benefit
How commission is calculated
Gross sales₹5,00,000
− Returns₹20,000
− Cancellations₹10,000
= Eligible sales₹4,70,000
Commission at 1%₹4,700
Captain Contribution — the real health metric
Net sales
− Product gross margin
− Captain commission
− Delivery / fulfilment cost
− Returns & incentives
= Contribution generatedPer Captain

07 Roles & permissions

Captains handle money and customer orders, so what each role can and cannot do is fixed by the system, not by trust.

Captain

Can
  • Create customers & orders
  • Upload a requested-product photo
  • Choose a delivery slot
  • Receive a batch handover
  • Mark an order delivered
  • Initiate a return
  • View their own earnings
Cannot
  • Modify price or invoice
  • Modify inventory
  • Change their own commission
  • Approve their own return
  • Edit a completed order

Biller / Picker

Can
  • Verify, pick, pack, invoice
  • Map a requested item to a real SKU
  • Process operational exceptions
Cannot
  • Modify Captain commission rules

Admin

Can
  • Create a Captain & assign a plan
  • Modify commission rules
  • Assign zones & delivery calendar
  • Approve exceptions
  • Settle commissions

08 What management will see

Standing reports the system produces on its own — no manual spreadsheet work to know how the Captain network is performing.

Daily
  • Captain orders & sales
  • Pending / packed orders
  • Handover & delivery pending
  • Returns
Weekly
  • Captain sales & commission
  • Customers acquired / repeat
  • Returns
  • B2B leads & conversion
Monthly
  • Captain contribution
  • Acquisition & fulfilment cost
  • Sales & orders per customer
  • Net commission cost

09 How each stage is checked before going live

StepWhat happens
BuildThe feature is built on a local copy of Troopzy — production is untouched.
Automated testsExisting tests must keep passing; new tests are added for the new feature.
Manual walkthroughSomeone clicks through the real flow — create customer, place order, pick, pack, deliver — before sign-off.
BackupA verified backup of live data is taken before anything is deployed.
Go liveOnly after the above pass; each stage is deployed and monitored on its own, not bundled with the next.
Approval

10 Sign-off

Approving this document authorizes work to begin on Phase 1, Stage 1A. Every later stage — through Phase 2 and Phase 3 — will be shown working before it is deployed; this approval is for the full scope and phased roadmap above, not a commitment to build everything at once.

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