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Delivery Scheduling Settings

Generate Run Sheets and configure vehicles, drivers, and working hours for Delivery Scheduling.

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.

πŸ‘₯ Access permissions

  • Only Administrators and Power users can configure these settings. Review user roles before granting access.

πŸ“ 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

  1. Select the Date of Run.

  2. Select the vehicles to include.

  3. 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

πŸ’‘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

  1. Type the vehicle or run name.

  2. Press Enter.

  3. Click Save.

Delete a vehicle / run

  1. Click the Γ— icon next to the vehicle / run name.

  2. 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.

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