Deliveries
Schedule and manage all deliveries to customer and to vendors and events from the Deliveries tab.
Last updated
Schedule and manage all deliveries to customer and to vendors and events from the Deliveries tab.
Last updated
"+ Delivery"- Select this button to add a new delivery.
For more information on adding deliveries to the POS visit the "Adding New Deliveries" page.
Deliveries Today- View a summary of the day's deliveries, including current status, customer name, and notes like time preference and product locations
Ticket number- The unique number assigned to the delivery, which is hyperlinked to the specific delivery ticket.
Status- Select from seven different status options to notify your team of the status of your delivery. Options are shown below.
Customer
Note- add pertinent notes and reminders such as time preference and product locations
Delivery Date- view the scheduled delivery date or see that the delivery is on hold. We now support specifying a delivery time window (ex- 8a-10a) or AM/PM!
Deliveries Scheduled- view a table summary of future scheduled deliveries
Deliveries on Hold- view a table summary of deliveries that need to be rescheduled by the customer.
Recent Deliveries- view a table summary of completed deliveries.
Attachments- Attach files to delivery tickets File types (pdf, doc, xlsx, etc.)
Add a delivery dropoff time, an "accepted by" name, and photo of delivered items
