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 through:
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.
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.
To create a delivery, click on Add + in the top right 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 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.
Order Allocation
Define how you would like orders to be allocated to this delivery.
Allocate Orders
How you would like to allocate orders to this delivery. Choose one of the following 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
How you would like to allocate orders 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.
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 that will appear when you click on the field.
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.
Click 
to finish creating the Delivery Run.
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 assign one or more drivers, change the vehicle for each delivery run, and update the start and end locations.
To edit a delivery run, select the delivery and go to the Runs tab.
Click Add + in the top right corner. The Add Delivery Run form will open.
Delivery Run Details
Details about the delivery run.
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.
Driver* [required field]
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 explains how to do this. Select Delivery Driver as the Account Type. This user type will gain access to the 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.
Click 
.
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. You can select whether to Auto-Assign or Manually assign orders when Creating a Delivery as explained above.
When Auto-Assign is selected, the orders will automatically be assigned.
If you would like to add any orders you can follow the instructions for manually adding orders.
Manually Assigning Orders
To manually assign orders to a delivery:
Select the delivery you would like to assign the orders to.
Edit the delivery runs (see Delivery Runs above).
Go to the Orders tab to view a list of current orders.
Click on Assign + in the top right corner.
4. Check the box next to each order you want to assign to the delivery.
Click
to assign the orders to the delivery.
The orders will now appear on the list under the Orders tab.
Optimising the Route
Optimising the RouteOnce 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 
.
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.
Once you have added the orders, you can now optimise the delivery.
About
The About tab displays delivery run statistics, including the total number of Orders, how many orders were Delivered, how many Failed, and how many were delivered On Time or Late.
Clicking on the 3 dots in the top right corner will bring up a menu with the following options:
or this, depending on whether or not the delivery has been scheduled (above) or is in progress (below).
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
Optimise RouteSee Optimising the Route above.
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.
Export > Orders
Allows you to download a list of orders in a spreadsheet.
Clicking Orders will open the Export Orders form.
You can remove fields from the downloaded spreadsheet by clicking the X next to the field name.
Clicking 
will download the spreadsheet containing the order details for this delivery.
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 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 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 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 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 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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