Deliver Shipments in Express Delivery Mode

As a sales representative, you can deliver your shipments using the express delivery mode for operational efficiency.

When you enable the express delivery mode, you can:

• Deliver multiple shipments using the Order Delivery page.

• Make payments for all the shipments on the same page.

• Return products and containers from the Order Delivery page.

You can complete all the product deliveries, returns, and payments from the Order Delivery page.

Note:

Express delivery mode is only available for mobile devices. You must set the profile option __ORACO__EXPRESS_DELIVERY to Y to enable express delivery of shipments. For more details, see Configuring Profile Options.

Deliver Shipments

To deliver multiple shipments when express delivery is enabled:

1. On the Appointments tab of the Calendar page, expand your appointment and tap Check In to start your store visit.

2. Tap the Order Delivery task on the Tasks tab of the Appointments page.

   The Order Delivery page displays the list of all the shipments that are ready for delivery.

3. At this point, you can do the following before delivering shipments:

   1. Review your shipment details by expanding each shipment.

   2. Tap Edit icon to edit the order associated with the shipment and add or remove products.

      The Edit Order page, you can only add products for which spares are available with you. If your route has been assigned with a category, you see the products from that category.

      Note:

      If you edit a shipment, the product prices may change and any associated promotions may become invalid. After you update the order, the shipment name is prefixed with Updated on the Order Delivery page.

   3. Tap Returns to return products and containers. For more information. see Returning Products and Containers section in this topic.

4. Tap Deliver. At this point,

   • If you exceed maximum containers limit for the account, a warning message appears. You can either return the containers or pay for the additional ones. If you tap Return, Returns page appears where you can add containers to return and adjust their quantities.

     If you tap Pay for the additional containers, shipments are delivered. On Payment page, you can capture payments for all the shipments and additional containers.

   • If your shipment has returnable containers linked to the products, you can return these containers by tapping Yes on the message prompt.

5. Payment page appears after the invoices are generated for all the delivered shipments. You can collect payments for all the delivered shipments by expanding each payment section and selecting payment methods. For more information about payments, see Delivering Shipments.

Return Products and Containers

Express delivery mode enables you to return products and containers using a single page.

To return products and containers:

1. Tap Returns on the Order Delivery page.

2. Tap Plus (+) icon next to Products, select products to return, and tap Add.

3. Tap Plus (+) icon next to Containers, select containers to return, and tap Add.

4. Tap Submit.

Note:

You can also return products and containers separately, from the Orders tab and Containers tab respectively. For more information, see Returning Products and Containers.

Cancel Shipments

You can cancel the delivery of all the shipments at the same time by tapping Order Delivery > Actions > Cancel Shipment . Once you cancel the shipment, you can't make any updates.

You can activate the canceled shipments by tapping Activate Shipments from Actions menu. You can update the shipments for delivery.