How to Schedule Delivery and Deliver Orders

Modify Scheduled Delivery in Orders

To Modify the Schedule a delivery in Orders, follow the steps below: 

Log in to your AltheaSuite account using your credentials.

Navigate to Orders > Orders, Modify the existing order for which you want to modify the delivery date.

Once the order is created, go to Deliveries > Pending Deliveries, select the items you want to schedule, and click “Schedule on calendar”.

Here, you may select a delivery date from the calendar on the left. Select the truck responsible for the delivery, then click on the desired timeslot in the calendar grid to Create Delivery Schedule.

Choose the delivery truck and specify the number of delivery slots for this trip. Notes will display the SKU, quantity and delivery address for each item.

Once the delivery schedule is created, return to the pending deliveries screen.

Go to Deliveries >Trips, Select the “Trip Schedule Date”.

To load the truck, click on “Accept and Load Truck” from the context menu of the item grid.

Enter the item QLN to load the items. Once entered, the items will appear under the “Loaded Items” tab. 

Then click on “Complete Loading” to finalize the loading process.

In the Trips, the Loading Status will show as Complete.

To proceed, click on “Start” from the context menu of the trip.

On this screen, click “Start Trip” once the driver begins the journey.

Once the trip starts, the following options will be available:

• Go: Opens Google maps for navigation to the delivery address.
• Deliver: Select this once the driver has reached the location and is ready to deliver the item.
• Skip: Choose this option if the driver decides to skip the delivery of this item.

You can also Print Manifest directly from this screen.

If you need to cancel the trip for any reason, click on “Cancel Start Trip”.

Mark As Undelivered: Use this option if, for any reason, the item could not be delivered.

Customer is Unavailable to Sign: Choose this if the customer is unavailable to provide signature – the trip will be completed without it.

Mark As Delivered: Attach photos, add any necessary notes, capture the customer’s signature, and then select this option to complete the trip.

Alternatively, you can schedule the delivery date directly from the context menu in the item grid. There is also a Schedule Delivery Date column in the item grid.