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Main Page (Delivery Scheduling)

Schedule deliveries to drivers and vehicles using a weekly calendar view.

Overview

The Delivery Scheduling page assigns deliveries to drivers and vehicles when jobs are ready to go out. Use it to plan the weekly delivery run, assign orders to specific vehicles or drivers, generate a Run Sheet for each route, and configure the vehicles and working hours used by the scheduling.

πŸ‘₯ Access permissions

  • Users with permission to access Delivery Scheduling can view and manage deliveries. Review user roles before granting access.

πŸ“ Location in the app

  • Productivity > Delivery Scheduling


Key features

Search

Search by order number or customer name.

πŸ“ Note

  • Partial matches are supported. For example, typing "61" returns any customer or order with "61" in its name or number (e.g. "610").


Filters

Narrow the view on the Delivery Scheduling calendar:

  • Required Date: Shows orders with a required delivery date in the selected time period.

  • Sort by: Sort by Created date, Required date, Order number, Customer name, Most recent, or Suburb.

  • Filter by labels: Filter by labels configured in the workspace.

  • Filter by assignee: Filter by the assignee responsible for fulfilling the order.


Views

Toggle between two views:

  • Week view: A selected Vehicle / Driver over a five-day period.

  • Vehicle view: All Vehicles / Drivers for a selected day.


Delivery backlog

A section on the Delivery Scheduling page listing orders ready for delivery that have not yet been scheduled.

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