Delivery Scheduling overview
Assign/schedule delivers to drivers when jobs are ready for delivery.
Use search and filters to create a weekly view of all deliveries.
🗒️Note: a Driver can be assigned to view Delivery Scheduling only.
Locating this section in app: Productivity > Delivery Scheduling
Delivery Scheduling page features
Search
Search by Order Number or Customer name
🗒️ Note: adding a partial name or number in Search i.e. typing “61” will return any customer with “61” in their order number or purchase order number e.g. “610”.
Filter
Filter by Vehicle/Runs (these are created under Options), Show/Hide Users, Show/Hide Orders Assignee and Labels
Views
Toggle between:
Week view to view a selected Vehicle/Driver over a five day period
Vehicle/Run View to view all Vehicles/Drivers in a selected day.
Options
Delivery Scheduling Options
Run Sheet
Generate a run/delivery sheet set to a specific date and vehicle/run.
🗒️ Note: a run/delivery sheet will be generated, as a PDF, if you select a date and vehicle that has orders scheduled delivery.
The Run/Delivery Sheet consists of:
Customer name
Order #
Purchase Order #
Delivery address
Suburb
Time in and out
Space for signature for receipt
Breaks information
Notes
🗒️ Note: a separate Run/Delivery Sheet will be printed for each vehicle if multiple or All Vehicles are selected.
The deliveries will also be printed in the order in which they are placed in the schedule i.e. a 9am delivery is listed at the top of the table, with a 10am delivery list below the 9am.
Settings/Delivery Settings
Add Vehicle/Run names, and hours worked.
Linked resources