Delivery Scheduling Overview
Assign/schedule deliveries to drivers when jobs are ready for delivery.
🗒️Note: A Driver can be assigned to view Delivery Scheduling only.
Locating this section in app: Productivity > Delivery Scheduling
Delivery Scheduling page features
Use search and filters to create a weekly view of all deliveries.
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”.
Filters
Diverse filters to locate orders in Delivery Scheduling Calendar easily:
Required Date allows visibility of required delivery schedule for orders between the selected time period
Sort by specific details on orders (Created date, Required date, Order number, Customer name, Most recent, Suburb)
Filter by labels created to tag jobs with particular information
Filter by assignee designated to fulfill the order.
Views
Toggle between:
Week view to view a selected Vehicle/Driver over a five day period
Vehicle view to view all Vehicles/Drivers in a selected day.
Delivery backlog section
A section in Delivery Scheduling page displays a list of orders ready for delivery.
Weekly Calendar
By default, the dates of the current week are displayed; navigate between weeks (backwards and forwards) using the forwards or backwards arrows.
Delivery Scheduling Settings
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.
🗒️ Notes:
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 9:00 AM delivery is listed at the top of the table, with a 10:00 AM delivery list below the 9:00 AM.
Settings/Delivery Settings
Add Vehicle/Run names, and hours worked.
