Delivery Scheduling overview

Schedule deliveries for completed orders.

Updated over a week ago

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.

πŸ—’οΈNote: a Driver can be assigned to view Delivery Scheduling only.

Locating this section in app: Productivity > Delivery Scheduling

Delivery Scheduling page features


  • Search by Order Number or Customer name

πŸ—’οΈ Note: adding a partial name or number in Search i.e. typing β€œ61” will return any customer with β€œ61” in their order number or purchase order number e.g. β€œ610”.



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.


Delivery Scheduling Options

Run Sheet

Generate a run/delivery sheet set to a specific date and vehicle/run.

πŸ—’οΈ 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

πŸ—’οΈ 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

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