Mobile: Deliveries

Overview

The Tracker or Mobile app can be used to obtain digitally signed Delivery Notes which update the Transaction status in real-time.

A transaction setting (Mobile/Tracker > Module: Deliveries) determines which transactions are displayed.

Navigation: BOS Mobile App > Login > Deliveries (tile button)

Delivery Screen

  • If deliveries are enabled for more than one transaction type, a dropdown list is displayed to select the applicable transaction type.
  • Displays all the transactions (e.g. delivery notes) with an Active status (i.e. where the Group Status equals Active).
  • Displays only the transactions assigned to the logged-in user.
  • The transactions are ordered by their due dates.

Each Transaction record displays this information:

  • Transaction code, number, customer name, contact person's name
  • Transaction's reference
  • Due date
  • Delivery address

Context Menu

ℹ️ Displayed when an entry is tapped (left clicked).

  • Deliver: Opens a delivery confirmation with the following fields:
    • Details of the transaction
    • A list of items
    • Field to enter the name of the person accepting delivery
    • Field for a signature
    • Save (button): Takes a screenshot of the information and saves it with the transaction. The list of items is truncated to fit the screenshot.
    • Cancel (button): Cancels the delivery.
  • View Detail: Displays the following information:
    • Header
      • Transaction code, number, customer name, contact person's name
      • Transaction's reference
      • Transaction date
      • Due date
    • Detail Tab
      • Contact people and phone numbers. From a mobile device users can click a phone number to start a call.
      • Delivery address. From a mobile device users can click the address to start navigation (if they have a default map app installed).
    • Items Tab
      • Lists the items that must be delivered.
  • Add Image: Allows an image to be captured or uploaded.
  • Add Note: Allows a note to be created.
  • Navigate:  Opens the default map and enters the user's current location as the start and the customer's delivery address as the destination.
  • Set to Complete: Sets the status of the transaction (e.g. delivery note) to complete if confirmed. Used when a delivery note cannot be signed (i.e. the delivery is placed in a locker or left on a doorstep).

Related Topics

Mobile App