🗒️ 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.
🗒️ 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.
🗒️ 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
.
🗒️ Note: once an Order is marked as Delivered, it will have a teal background and return to a dark blue background once it’s 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
.
🗒️ Note: once an Order is marked as Picked Up, it will have a teal background and return to a dark blue background once it’s unmarked.
Upload Proof of Delivery (POD)
Team Member assigned to deliver Orders have the capability to 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 pressSend
button.
Capture a customer signature
Team Member assigned to deliver Orders have the capability to capture a signature once the delivery’s completed. 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
Sign
to obtain a digital signature. Enter the Customer name and have the Customer add a signature and selectDone
.