Scheduling Orders for Delivery
Assign/schedule orders from Delivery backlog to be delivered. Drag and drop the orders into the calendar for scheduling.
🗒️ Notes:
Delivery backlog displays a list of orders ready for delivery
The Delivery Backlog number is the number of Orders not yet scheduled for delivery.
Moved to Delivery Backlog
Use the right-click function on the mouse and select "Move to Backlog" to bring an order back to Delivery backlog section.
🗒️ Note: the Order is then returned to Backlog for rescheduling.
Mark as Delivered/Unmark as Delivered
Indicate orders as delivered, right-click with the mouse and select Mark as Delivered; to undo this, right-click again and ch0oose Unmark as Delivered.
🗒️ Notes:
Delivered orders become greyed-out and marked with a tick in calendar view.
Marking an Order as Delivered will alter the status of the order in Order Details to Delivered.
Mark as Picked Up/Unmark as Picked Up
Indicate orders as picked up, right-click with the mouse and select Mark as Picked Up; to undo this, right-click again and choose Unmark as Picked Up.
🗒️ Notes:
Picked up orders become greyed-out and marked with a tick in calendar view
Marking an Order as Picked Up will alter the status of the Order in Order Details to Picked Up.
Generate Run Sheet
To generate a Run Sheets follow these steps:
Click the gear icon
Select Run Sheet option
Set Date of Run
Choose Vehicles to include
Once all the information is filled in, click Generate run sheet.
🗒️ Note: printing a Run Sheet is beneficial for Assignee team members such as delivery drivers who are unable to log into Factory.
Add/Delete Vehicle, Run name and Hours Worked
Proceed by following the provided instructions:
Click the gear icon
Select Settings option
Type the vehicle/run name to be added on Add vehicle/run field
Press Enter on the keyboard
Set work period in Calendar hours.
Upload Proof of Delivery (POD)
💡 Tip: a tablet with network access is required.
Team Member assigned to deliver orders have the capability upload Proof of Delivery. To do this, follow these step:
Be logged into Factory app - https://app.factory.app/login
In the Delivery Scheduling calendar view click to open an Order
Choose Collaborate
Locate Add a message field:
Select the paperclip, select Take a photo or video (this could be a photo or video of where the delivery has been dropped and/or a signature on a Delivery Docket), select use photo/video, the photo/video will be added to the message and press Send and/or
Select the notepad to obtain a digital signature. Under Add signature enter the Customer name and have the Customer add a signature and select Done
🗒️ Note: Team Members who can collaborate on orders can track Proofs of Deliveries.
📽️ Video clip: Proof of Delivery