Workflow

The workflow section of the configuration page allows for customization of specific conditions and rules for each order, stop, pickup, and delivery.

• Login

  • Login ID Label can be changed: 
    
  • Password can be required at login.
    
    
    

• Inbox

  • Allow documents to be added that do not relate to specific data

    • Adding Documents That Don't Relate to Specific Data
      

  • Allow driver to add stops

    • Allowing Driver to Add Stops
      

  • Allow driver to omit stops

    • Allowing Driver to Omit Stops
      

  • Allow driver to see completed manifests and stops for (time period)

    • Allowing Driver to See Completed Manifests and Stops

      

• Stop Details

  • Choosing to link the items in Stop Details such as, address, phone number, SMS, and email will display / activate respective icons for each action.

    • ← Icon can be used to open device's native maps application to location in question

    • ← Icon can be used to open device's native phone dialing application with contact's phone number
    • ← Icon can be used to open new outbound SMS message to contact's phone number via native messaging application
    • ← Icon can be used to open new outbound email to contact's email address via default email application

• Arrival

• Showing arrival confirmation collects the Description, Address, Time, and Location information when the stop is being completed.

• Arrival confirmation is required for first stop in the trip / manifest unless the check box to not require arrival confirmation in checked.

• In order to view arrival time for a stop there are two methods that can be used.
1. 1. If arrival information has already been gathered and sent to the portal, the arrival confirmation for the particular stop will be listed on the sent page of the Pickup & Delivery application.
   2. If the stop has been completed (arrival, delivery, pickup, departure), and the option to allow the user to see completed trips/manifests is enabled. The user can view the arrival and departure confirmation from the completed items page of the Pickup & Delivery Application.
   • • More information on enabling user to view completed trips/manifests can be found here - Allowing Driver to See Completed Manifests and Stops

• Order List

  • Allow driver to scan barcodes on orders - Gives the user the capability to scan the barcode of an item they are adding to a stop.

    • Allowing Driver to Scan Barcodes on Orders

  • Unless otherwise selected, drivers / users must complete all stops / orders in sequential order (i.e. 1st, 2nd, 3rd, ...)

    • When completing an order, unless the option to "Allow a stop to be completed without completing all orders" is enabled, all items in the order must be accounted for in order to complete the stop.
    • If this option is enabled, a user can complete stops without recording/accounting for all off the order items.
  • Allowing drivers to add returns to the stop gives the driver if necessary the ability to add description, return type, related order, quantity, UDM, and Size / Weight of the item(s) returned.
    • Allowing Driver to Add a Return to the Stop

• Delivery and Pickup Item Lists

  • Items can be sorted in either descending or ascending order by their ID or their creation date.

    • The default is to have items sorted by ID in ascending order.
  • Different conditions and exceptions can be set regarding what the driver is allowed to add to the order or stop.
    • Items added to either the Delivery or Pickup Lists can be cross referenced to ensure that items added by the Driver have ID's unique to the order, manifest, or stop.
      • The default option is to ensure items added by the driver have ID's unique to the order.
  • For Delivery Item Lists if the driver scans an unknown barcode, the default is to add the item/barcode automatically.
    
    • This can be changed to prompt the user to confirm the unknown barcode.
  • For Pickup Item Lists if the driver scans an unknown barcode, the default is to prompt the user to confirm the barcode just scanned.
    • This can be changed, so that the item scanned is just added automatically.
  • Choosing to validate the number of items against the order scheduled quantity will set exceptions or what can be accepted when confirming items of a delivery or pickup.

• Order Attachments

  • Adding attachments to orders is as easy as clicking on the respective icons for each type of attachment.

    • Adding a note attachment opens up a window where text can be entered and saved to a specific item for a stop.
    • Adding a photo can be done by selecting a picture that is already on the device in the photo album, or by taking a new picture.
    • Adding a document to the order as an attachment allows the user to navigate through a drop down list of document types.
      • Once a document type is selected, a picture can be taken of the document and it is converted into a readable form.
        Before:                  After: 
    • OS&D Attachments are Overage, Shortage, or Damaged conditions of items.
      • These attachments are intended to be used when an order is over delivered or delivered short.
      • Orders with damaged items also fall in this category of attachment.
      • Overage, Shortage, or Damaged attachments include all, but are not limited to, Overage, Partial Shortage, Total Shortage, All Shortage, Damage, Temperature, and Other.
        • Different custom fields can be added to OS&D types to meet users' needs.