Overview
Delivery Scheduling Settings cover two things: generating Run Sheets (PDFs printed for each delivery run) and configuring the vehicles, drivers, and working hours that the schedule is built around.
π₯ Access permissions
Only Administrators and Power users can configure these settings. Review user roles before granting access.
π Location in the app
Productivity>Delivery Scheduling> gear icon
Run Sheet
Generate a Run Sheet for a specific date and vehicle.
Date of Run
Select the date of the deliveries to include in the Run Sheet.
Vehicles to include
Select one vehicle, multiple vehicles, or all vehicles. A separate Run Sheet PDF is generated for each vehicle selected.
Generate a Run Sheet
Select the Date of Run.
Select the vehicles to include.
Click
Generate run sheet.
The default Run Sheet includes:
Customer name
Order #
Purchase Order #
Delivery address
Suburb
Time in and out
Space for receipt signature
Breaks information
Notes
π‘Tip
The layout of Run Sheet can be customised via
Settings>Document templates.
Settings
Add Vehicle / Run names and configure working hours for each.
Add a vehicle / run
Type the vehicle or run name.
Press Enter.
Click
Save.
Delete a vehicle / run
Click the
Γicon next to the vehicle / run name.Click
Save.
Calendar hours
Set the delivery hours for the team. The Delivery Scheduling calendar displays only the configured time window, making it easier to scan planned deliveries during the working day.


