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Creating a Delivery

With the optional Delivery module, Supply'd can help you make sure deliveries run smoothly and customers get their orders on time.

Creating deliveries in the optional Delivery module in Supply’d allows you to efficiently plan, organise, and manage the movement of orders to your customers. By setting up deliveries within the system, you can assign orders, allocate vehicles and drivers, schedule routes, and track each delivery from start to finish. This helps reduce errors, improve customer service, and ensures your team has a clear, streamlined process for getting orders out on time.

This document will guide you through:


The Deliveries Page

Selecting Deliveries from the main menu will open the the Deliveries page, listing any deliveries you have created. The Up Next tab lists all the upcoming deliveries and the Completed tab lists those deliveries that have been completed. This is also where you can create new Delivery.

Each delivery’s status is colour-coded for quick and easy identification.

  • - The delivery has been created but is still in setup mode. Orders, vehicles, or drivers may not yet be assigned.

  • - The delivery run has been created but not yet started. Orders are assigned and waiting to be dispatched.

  • - The delivery run is currently underway. Orders are being delivered, and progress is actively tracked.

  • - The delivery run is finished. All orders have been delivered or marked according to their final outcome. Any completed deliveries will appear under the Completed tab.


The Steps to Creating a Delivery


Creating the Delivery

1

Go to the Delivery Page

Select Deliveries from the main menu. The Deliveries page will open, listing all upcoming and in progress deliveries.


2

Click Add+

Click on Add + in the top right corner.

The Create Delivery Run form will open

Complete all fields in each section as outlined below:


3

Delivery Details

Delivery Date & Start Time* [required field]

The start date and time for the delivery. Select from the calendar and clock that will show when you click on the field. Click .

Maximum Delivery Time (Hours)* [required field]

The maximum delivery time for each delivery.

Location* [required field]

The location this vehicle is used at. Select from your list of Locations in the drop-down menu.

Vehicle* [required field]

Select one or more vehicles for this delivery. Clicking on the field will bring up a list of your vehicles.


4

Order Allocation

This section lets you define how you want orders to be allocated to this delivery.

Allocate Orders

Set how you’d like orders to be allocated to this delivery by selecting an option from the drop-down menu.

  • Auto-assign: Have orders automatically assigned based your chosen criteria.

  • Manually: Manually assign orders to the delivery after it has been created.

Order Selection

Choose how you’d like orders to be allocated to this delivery.

  • Picked Orders: Assign all orders that have been picked but not yet delivered.

  • Unfulfilled Orders: Assign all orders that have not yet been fulfilled.

Include Shipping Zones

When filtering by Shipping Zones, choose whether to include or exclude them.

  • Include: Include the list of shipping zones related orders.

  • Exclude: Exclude the list of shipping zones related orders.

Shipping Zones

Include/exclude orders allocated to the attached Shipping Zones to the delivery. Leave blank for all shipping zones. Select from the drop-down menu that will appear when you click on the field.

Include Shipping Rules

When filtering by Shipping Rules, whether you would like to include or exclude them.

  • Include: Include the list of shipping rules related orders.

  • Exclude: Exclude the list of shipping rules related orders.

Shipping Rules

Include/exclude orders allocated to the attached Shipping Rules to the delivery. Leave blank for all shipping rules. Select from the drop-down menu.

Delivery Dates

The delivery dates you would like to assign to this delivery run. Select from the calendar that will show when you click on the field. Leave blank for all delivery dates.

Order Limit

A limit to the amount of orders that will automatically allocated to the delivery. Maximum 2,000 orders.


5

Click Create

Click to finish creating the Delivery Run.


Editing & Adding Delivery Runs

A delivery may consist of multiple Delivery Runs, using multiple vehicles and drivers. Once the delivery is set up and orders are assigned, you can optionally edit runs to assign one or more drivers, change the vehicle for each delivery run, and update the start and end locations or add runs.

If Auto-Assign was selected under Allocate Orders when creating the delivery (see step 4 above) orders will be auto-assigned in the background. You may navigate away from the page, or refresh to see if they have finished being assigned.

1

Select the Delivery

After clicking the delivery details should appear. If not, you can select the delivery from the Deliveries list.


2

Go to the Runs Tab

Go to the Runs tab. Here you’ll see the runs created for this delivery, including the Run Number, delivery Date, assigned Vehicle and Driver, and how many orders have been Delivered (which will be 0 at this stage).


3

Select Edit Run or Click Add+

Editing Runs

To edit an existing run, click on the run to open its details. Then, click the 3 dots in the top right and select Edit Run from the menu.

The Edit Delivery Run form will open and you can make changes by following the steps outlined below.

Adding Runs

If you would like to add a run to a delivery, click Add + in the top right.

The Add Delivery Run form will open. The fields are the same as the Edit Delivery Run form.

Complete the fields in each section as outlined below:


4

Delivery Run Details

Vehicle* [required field]

The vehicle used for this delivery run.

This is initially set when creating the run but can be updated if needed. If changing to a smaller vehicle please beware of capacity differences before changing the vehicle. Select the vehicle from the drop-down menu.

Driver

Select the delivery driver for this Delivery Run from the drop-down menu.

Start Time* [required field]

The start time of this delivery run in 24 hour time format (HH:MM). The run must be performed within the overall delivery hours set for the main delivery.

Maximum Delivery Time* [required field]

The maximum delivery time for this delivery run in hours. The run must be finished within the overall delivery hours set for the main delivery.


5

Start Location

Select the start location for the delivery run from the drop-down menu of your locations or choose Custom Address.

If the Start Location is different from your list of locations (for example, if a driver wants to start their run at home), you can select Custom Address. When this option is chosen, additional address fields will appear for you to enter the details.


6

End Location

Select the Start Location for the delivery run from the drop-down list of your locations, or choose Custom Address (as shown above for the Start Location).


7

Save

Click to apply your changes.


Assigning Orders to a Delivery

Supply'd will auto-assign deliveries based on certain Shipping Zones, Order Status, Delivery Dates etc. You can also manually assign orders.

When Auto-Assign is selected, the orders will automatically be assigned. If you would like to add any orders you can follow the instructions below for manually adding orders.

Manually Assigning Orders

To manually assign orders to a delivery:

1

Go to the Orders Tab

After creating the delivery and making any edits to runs if needed, go to the Orders tab to see a list of current orders.


2

Click Assign +

Click on Assign + in the top right.

The Assign Orders page will open.


3

Select the Orders

Check the box next to each order you want to to include in the delivery.

Clicking the 3 dots in the top right opens a menu with 2 options - Refresh and Toggle Full Screen.


4

Click Assign

Click to add the orders to the delivery.

The orders will now appear on the list under the Orders tab.


Optimising the Route

Once you’re satisfied with the delivery runs and the assigned orders, you can optimise the delivery route.

Route optimising is the process of planning and arranging delivery stops in the most efficient order to save time, reduce fuel costs, and improve overall delivery speed. In Supply’d, route optimising helps streamline delivery operations by using Supply'd Intelligence to automatically calculate the best sequence of customer stops based on factors like distance, traffic, and delivery priorities.

To optimise the delivery, click on the 3 dots in the top right corner. Select Optimise Route from the menu.

You will be asked to confirm.

Supply'd Intelligence will do all the hard work for you.

The delivery's status will update from to .

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