ποΈ Notes:
Delivery Scheduling (Factory Mobile) overview
Locating this section in app: tap on the hamburger menu > select Delivery Scheduling
.
Delivery Scheduling page features
Use filters and search to create a weekly view of all deliveries.
Search
Search by Order # or Customer name.
Filters
Diverse filters to locate Orders in Delivery Scheduling calendar easily:
Views
Daily - All Vehicles
View all Vehicles in a selected day.
ποΈ Note: when Daily - All Vehicles
is selected, tap the current date in the top left corner of the Delivery Scheduling calendar to change it, and a calendar will appear to toggle between dates.
Weekly - Single Vehicle
View a selected Vehicle over a five day period.
ποΈ Note: when Weekly - Single Vehicle
is selected, a Truck icon will be available to choose which vehicle to view.
Mark as Delivered/Unmark as Delivered
Tap the Order and select Mark as Delivered
to indicate it's delivered. To undo, tap the Order and choose Unmark as Delivered
.
ποΈ Note: once an Order is marked as Delivered, it will have a teal background and return to a dark blue background once itβs unmarked.
Mark as Picked Up/Unmark as Picked Up
Tap the Order and select Mark as Picked Up
to indicate it's picked up. To undo, tap the Order and choose Unmark as Picked Up
.
ποΈ Note: once an Order is marked as Picked Up, it will have a teal background and return to a dark blue background once itβs unmarked.
Upload Proof of Delivery (POD)
Team Member assigned to deliver Orders have the capability upload Proof of Delivery. To do this, follow these step:
In the Factory Mobile > Delivery Scheduling calendar view tap on an open an Order.
Choose View order details.
Select Collaborate tab and tap on plus (+) icon:
Choose Photos/Files (this could be a photo or video of where the delivery has been dropped and/or a signature on a Delivery Docket), select Add. The photo/video will be added to the message and press Send button and/or
Choose Sign to obtain a digital signature. Enter the Customer name and have the Customer add a signature and select Done.