Creating & Managing a Delivery
Managing deliveries effectively is crucial for any business. With the optional Delivery module, Supply'd can help you make sure deliveries run smoothly and customers get their orders on time.
This document will guide you takes you through:
Creating a Delivery
Before creating a Delivery, you should have added your vehicles and applied their details in your Delivery Settings. See the Delivery Settings document on how to do this.
Selecting Deliveries from the main menu will open the the Deliveries page, listing any deliveries you have created. This is also where you can create new Delivery.
To create a delivery, click on Add + in the top right-hand corner. The Create Delivery Run form will open. Complete the fields as per the steps below.
Delivery Details
Details about this delivery.
Delivery Date & Start Time* [required]
The start date and time for the delivery. Select from the calendar and clock that will show when you click on the field. Click APPLY.
Maximum Delivery Time (Hours)* [required]
The maximum delivery time for each delivery.
Location* [required]
The location this vehicle is used at. Select from your list of Locations in the drop-down menu.
Vehicle* [required]
Select one or more vehicles for this delivery.
Order Allocation
Define how you would like orders to be allocated to this delivery run.
Allocate Orders
How you would like to allocate orders to this delivery run. Choose one of the following from the drop-down menu.
Auto-assign: Have orders automatically assigned based your chosen criteria.
Manually: Manually assign order to the delivery run after it has been created.
Order Selection
How you would like to allocate orders to this delivery run.
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
If filtering a selection of Shipping Zones, whether you would like 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 run. Leave blank for all shipping zones. Select from the drop-down.
Include Shipping Rules
If filtering a selection of 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 run. Leave blank for all shipping zones. Select from the drop-down menu that will appear when you click on the field.
Delivery Dates
The default time this vehicle is normally stopped at a destination. Select from the calendar that will show when you click on the field. Leave blank to use the default stoppage time set in you Delivery Settings. 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 deliveries.
Click CREATE to finish creating the Delivery Run.
Assigning Orders to a Delivery
Supply'd can auto-assign deliveries based on certain Shipping Zones, Order Status, Delivery Dates etc. You can also manually assign orders. You can select whether to Auto-Assign or Manually assign orders when creating a delivery as explained above.
To assign orders to a delivery, select the delivery you would like to assign the orders to. Go to the Orders tab. Click on Assign Orders or Assign + in the top right-hand corner.
This will bring up a list of current orders. To assign orders to this delivery, tick the box beside the orders you would like to add.
Click ASSIGN to assign the orders. The orders will now appear on the list under the Orders tab.
Delivery Runs & Assigning Drivers
A delivery may consist of multiple Delivery Runs, using multiple vehicles and drivers. Once the delivery is set up and orders assigned, you can optionally assign a driver (or drivers) to the Delivery Runs within that delivery.
To assign a vehicle and a driver to a Delivery Run, select the delivery you would like to assign the driver to. Go to the Run tab. Click Add + in the top right-hand corner. The Add Delivery Run form will open.
Delivery Run Details
Details about the delivery run.
Vehicle* [required]
The vehicle used for this delivery run. If changing to a smaller vehicle please beware of capacity differences before changing the vehicle. Select the vehicle from the drop-down.
Driver* [required]
Select the delivery driver for this Delivery Run from the drop-down.
If the driver doesn't exist in Supply'd, you will need to add them as a User. The Users document document explains how to do this. Select Delivery Driver as the Account Type. This user type will gain access to to Delivery Runs they are assigned to.
Start Location & End Location
The start location for the delivery run.
Start Location
Select the starting location for this delivery run from the drop-down menu.
End Location
Select the end location for this delivery run from the drop-down menu. If the Start Location and/or End Location is different to your current location (such as a driver wanting to start or end their run a their house), you can select Custom Address and add an address for this.
Managing Deliveries
The Deliveries page lists all the deliveries you have set up. The Up Next tab lists all the upcoming deliveries and the Completed tab lists those deliveries that have been completed.
Clicking on a delivery brings up all the details about that delivery. You will see 3 tabs - About, Runs and Orders.
About
The About tab shows all the statistics on the delivery run - the number of Orders, how many have been Delivered, how many have Failed to be delivered, how many were delivered On Time, and how many were delivered Late.
Clicking on the 3 dots in the top right-hand corner will bring up a menu with the following options:
or this, depending on whether or not the delivery has been scheduled or is in progress.
This menu is the same when any one of the tabs (About, Runs, Orders) is selected.
Edit Delivery
Allows you to change the Delivery Date & Start Time and the Maximum Delivery Time (Hour).
Optimise Route
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You will be asked to confirm.
Assign Orders
Allows to assign orders to a delivery. Clicking Assign Orders will bring up a list of current orders. Assign the orders as per the instructions above.
Remove Delivery
Allows you to remove a delivery. You will be asked to confirm.
Runs
The Runs tab shows the Run Number, the delivery Date, the Vehicle used, the Driver, the number of orders within the runs that have been Delivered. It will also show the status of the order using colour coding for easy identification.
Clicking on a run will bring up all the details on that run. Clicking on the 3 dots in the top right-hand corner will bring up a menu with the following options:
Start Run
Select this to start the run. You will be asked to confirm.
Edit Run
This will bring up the Edit Delivery Run form (the same as the Add Delivery Run form above) where you can edit the Vehicle, Driver, Start and End Locations.
Download
This will allow you to download the Delivery Run List.
Toggle Full Screen
Brings up a full-screen version of the delivery run details.
Remove Run
Will remove the delivery run. You will be asked to confirm.
Filtering Runs
Clicking on the three lines on the top right-hand corner will allow you to filter the Delivery Runs list.
The list can be filtered by Status, Vehicle and/or Driver.
Orders
The Orders tab shows all the orders in the delivery run - the Order Number, Customer, Location (suburb & state), the Delivery Run number, and the ETA (estimated date and time) it will be (or was) delivered. You can also manually add orders to a delivery, as explained above, using the Assign + button in the top right corner.
Clicking on an order will bring up details of the order plus a map showing the customer's location.
Clicking on the 3 dots in the top right-hand corner will bring up a menu with the following options:
Edit Delivery Order
Opens the Edit Delivery Order form, allowing you to add Notes, change the Delivery Address and the Delivery Window for the order.
Download
Allows you to download, and thus print, the Delivery Slip, Shipping Label, Pack Slip, and/or Invoice for the order.
Remove Delivery Order
Removes the Delivery. You will be asked to confirm.
Searching Delivery Orders
Clicking on the magnifying glass on the top right-hand corner will allow you to search the Delivery Orders list. The list can be searched using any terms such as a name, run number, location, etc.
Filtering Delivery Orders
Clicking on the three lines on the top right-hand corner will allow you to filter the Delivery Orders list.
The list can be filtered by Status and/or Delivery Run.
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