Contents
Deliveries
The Deliveries module lets you receive inbound packages, route them for delivery, and record final delivery or refusal. Drivers can also review a truck manifest before departure.
Access all delivery screens from the Deliveries menu.
Quick Reference
| Operation | Menu Entry | What It Does |
|---|---|---|
| Search Deliveries | Search Delivieries | Find packages by tracking number, reference, ID, or status |
| Receive Package | Receive Package | Record a new package arriving at your facility |
| Route / Return Package | Route Package | Assign a package to a route, or return it |
| Deliver / Refuse Package | Deliver Package | Mark a package as delivered or refused |
| Truck Manifest | Truck Manifest | View all packages on a specific truck |
Search Deliveries
Use Search Delivieries to look up any package in the system.
| Field | Description |
|---|---|
| Tracking Number | Carrier tracking number on the package |
| PO/Reference | Purchase order or reference number |
| ID Number | Internal package ID |
| Status | Filter by current package status |
Status filter options: All Statuses, Received, Routed, Delivered, Returned, Canceled, Refused
Leave all fields blank and tap Search to see all packages.
- Tap Scan to fill the Tracking Number field by scanning a barcode.
Tapping a result opens the package detail view, which shows the tracking number, status, reference, creation date, and transaction history. The detail view also includes Signature and Photo buttons if media has been captured for that package.
Receive Package
Use this screen to record a package when it arrives at your facility.
| Field | Notes |
|---|---|
| Tracking Number | Required |
| PO / Reference | Optional |
| Remarks | Optional |
| ID Number | Optional |
| Recipient | Optional |
| Customer | Optional - select from list |
| Warehouse | Optional - select from list |
| Truck | Optional - select from list |
Tap Receive to save. A Tracking Number is required; the form will not submit without one.
Tap Scan to populate the Tracking Number by scanning a barcode. Tap Photo to attach a photo before saving.
Route / Return Package
Use Route Package to assign a received package to a delivery route, or to return it.
Select a Tracking Number from the list, then fill in destination details.
| Field | Notes |
|---|---|
| Tracking Number | Required - select from list |
| Remarks | Optional |
| Customer | Required for Route if Warehouse not set |
| Warehouse | Required for Route if Customer not set |
| Truck | Optional |
Route requires a Tracking Number and at least a Warehouse or Customer.
Return requires only a Tracking Number.
Tap Scan to filter the tracking list by barcode. Tap Photo to attach a photo before saving.
Deliver / Refuse Package
Use Deliver Package to record a completed delivery or mark a package as refused.
| Field | Notes |
|---|---|
| Tracking Number | Required - select from list |
| Remarks | Required for Refuse; optional for Deliver |
| Customer | Required for Deliver if Warehouse not set |
| Warehouse | Required for Deliver if Customer not set |
Deliver requires a Tracking Number and at least a Warehouse or Customer.
Refuse requires a Tracking Number and a refusal remark.
Tap Scan to filter the tracking list by barcode. Tap Photo to attach a photo before saving.
Truck Manifest
The Truck Manifest lists packages associated with a specific truck. Select a truck from the dropdown to load the manifest. Use the search box to filter the list.
Photos and Signatures
A Photo button is available on the Receive, Route, and Deliver screens. Photos are attached to the package record and can be reviewed later from the package detail view.
A Signature button appears on the package detail view. Whether a signature is captured during delivery depends on your site’s configuration.
Permissions
| Permission | Controls |
|---|---|
| Deliveries | View and search packages |
| Create/Modify Deliveries | Receive, route, and deliver packages |
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