Mobile App: 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.

💡These tutorials explain how to manage deliveries from the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to Deliver an Order#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap Deliver on the context menu.
6. Ask the recipient to enter their name and to sign on the space provided using their finger or a stylus.
7. Tap Save (button).

How to Mark an Order Delivered#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap Set to Complete on the context menu.
6. Confirm that you want to mark the delivery complete.

How to Add an Image to the Delivery#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap Add Image on the context menu.
6. Grant permission to use your camera if prompted.
7. Capture the image with your camera.
8. Enter a name for the image on the popup.
9. Tap Save (button).
   • Note: Tap Cancel (button) to discard the image.

How to Add a Note to the Delivery#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap Add Note on the context menu.
6. Enter a name for the note.
7. Enter the note in the block provided.
8. Tap Save (button).

How to Navigate from the App#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap Navigate on the context menu.
6. Your default navigation app (e.g. Google Maps) will open with your Location (if permission was granted) as the start, and the Customer's Address as the destination prefilled.

How to Contact the Customer#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap View Detail on the context menu.
6. Tap any phone number to phone the customer or tap the delivery address to navigate to that address (see above).

How to View the Items that must be delivered#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap View Detail on the context menu.
6. Tap the Items tab.
7. A list of items appears.

How to Cancel a Delivery#

1. Sign into the Mobile App.
2. Tap Deliveries on the Tile Menu.
3. Select a Transaction Type from the dropdown list if applicable.
   • Note: The dropdown list appears if deliveries are activated for more than one Transaction Type.
4. Tap the applicable delivery note on the list.
5. Tap Deliver on the context menu.
6. Tap Cancel (button) on the popup form.