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 appear.

If deliveries are enabled for more than one Transaction Type, a dropdown list appears for selecting the applicable Transaction Type.
Displays all the transactions (e.g. delivery notes) with an Active status (that is, 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:

Info

Displayed when an entry is tapped.

Option	Description
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, you can tap a phone number to start a call. Delivery address. From a mobile device, you can tap the address to start navigation (if you 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 (for example, the delivery is placed in a locker or left on a doorstep).