Scheduling orders for delivery

Schedule deliveries for completed orders

Updated over a week ago

Orders to be scheduled for delivery

  • Delivery backlog: displays a list of Orders ready for delivery. Drag and drop the deliveries into the calendar for scheduling.

πŸ—’οΈ Note: the Delivery Backlog number is the number of Orders not yet scheduled for delivery.


Mark as delivered/unmark as delivered

Right click mouse to mark a job as delivered, right click mouse to reverse.

πŸ—’οΈ 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

Right click mouse to mark a job as picked up, right click mouse to reverse.

πŸ—’οΈ 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.


Moved to backlog

Right click mouse to return job to backlog, selecting Moved to Backlog.

πŸ—’οΈ Note: the Order is then returned to Backlog for rescheduling.


Print run sheet

Run sheets can be printed for a driver.


Tracking Proof of Delivery (POD)

πŸ’‘ Tip: a tablet with SIM card is required

  • Be logged into Factory.app

  • In the Delivery Scheduling calendar view click to open an Order

  • Choose Collaborate

  • In Add a message...:

    • 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


Linked resources

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