Processing deliveries

  1. On the Select Deliveries screen, select the delivery units by tapping the check boxes for them.
  2. Select Options > Deliver.
  3. Optionally, you can display deliveries by Location or Units by selecting the Location tab or Units tab.
  4. Select the location or units by tapping the check box(es) next to them.
  5. Tap Deliver.
  6. Select the delivery units by tapping the check boxes next to them.
    Optionally, you can view and process the delivery unit details by tapping the package icon of the delivery unit. You can do a Confirm, Release, and Attempt action for each of the item.

    You can add delivery notes on each item by tapping the Detail icon and specify the notes by tapping the Add Notes button.

  7. Tap Options. Select the delivery action you want to perform:
    Confirm
    Tap this button to confirm that the delivery unit was delivered.
    Release
    Tap this button to record that the delivery recipient is not available and you want to drop off packages without confirmation.
    Attempt
    Tap this button to record that the delivery recipient is not available.
  8. If you select Confirm, specify this information:
    Note: Employee ID, First Name, and Last Name fields are not automatically filled even if the delivery location is the same from the previous delivery transaction.
    Employee ID
    Specify the employee ID of the delivery recipient.
    First Name
    Specify the first name of the delivery recipient.
    Last Name
    Specify the last name of the delivery recipient.
    Count
    Specify the number of packages delivered.
    Electronic Signature
    The delivery recipient signs to verify that you delivered the packages.
    Take a Photo
    Click the button to take a photo and verify the delivered packages.
    Note: This button is displayed and required based on the configuration. To take more than one photo, click Take more photos. Captured photos can be view in Tracking.
  9. If you select Release, specify this information:
    Count
    Specify the number of packages delivered.
    Take a Photo
    Click the button to take a photo and verify the delivered packages.
    Note: This button is displayed and required based on the configuration. To take more than one photo, click Take more photos. Captured photos can be view in Tracking.
  10. Tap the Previous button on the upper left corner.
  11. Select the location or unit that you want to send to the server and tap Send.