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Deliveries

Schedule and manage all deliveries to customer and to vendors and events from the Deliveries tab.

PreviousLogNextAdding New Deliveries

Last updated 2 years ago

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What's on the Page?

"+ Delivery"- Select this button to add a new delivery.

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.)

Proof of Delivery

Add a delivery dropoff time, an "accepted by" name, and photo of delivered items

For more information on adding deliveries to the POS visit the "" page.

Adding New Deliveries
Options for delivery status