Delivery trips

The idea

A delivery trip is the plan for one run. It names a driver and a vehicle, a departure time, and a list of stops, each tied to a delivery note.

The screens use example data from a demo company that sells flooring.

Step by step

Step 1. Add a driver

1. Open a Driver record. It holds Full Name, Status and License Number. Here: Alex Demo, Active.

Step 2. Add a vehicle

1. Open a Vehicle record. Make and Model are required. Here: Demo and Box truck. The Delivery Trip box shows how many trips use it.

Step 3. Build the trip from delivery notes

1. On a delivery trip, open Get stops from and choose Delivery Note.
2. In the dialog, tick the notes that travel together and choose Get Items.

Step 4. Check the stops

1. Each row of Delivery Stops is one stop: customer, address name and delivery note. Open a row for detail.
2. Check the Departure Time. A draft trip is a plan until it is submitted.

What you may see on your own site

• Your drivers, vehicles and notes are your own.
• The arrival-time button asks an outside map service; it is not needed to plan a trip.

Common mistakes

1. A stop without an address name. The column is required.
2. Treating a draft as confirmed. Only a submitted trip is confirmed.