Table of Contents

Process deliveries in mobile client

To access the mobile client, you can use any device with a browser and a camera. To connect to the mobile client, you scan the QR code on the Route Allocation document or open it from your Driver View.

Note

You do not need a continuous internet connection as the functionalities can also be accessed offline. However, you do need it when scanning the QR code or opening it from the Driver View to connect to the mobile client and at the end of the route to confirm and upload all information to Business Central.

To process a delivery in the mobile client, follow these steps:

  1. In the line of the delivery you want to process press Signature button.
  2. Check if the delivery corresponds to the information in the window that opens and press the arrow at the bottom of the screen.
  3. Let the customer sign in the window that opens, fill out the name of the customer and press the arrow at the bottom of the screen.
  4. Add photos from the delivery by pressing the camera button and press the arrow at the bottom of the screen.
  5. If relevant, select a Complaint Reason and/or write a comment before pressing Confirm & Upload to upload all the information to Business Central.

While this is the standard procedure, there are some special cases.

Process an internal delivery

When a delivery does not need a signature, e.g. because it is a shipment between internal locations, the button Mark as done is shown when you press Signature button.

In this case it is not possible to add photos, a complaint or comments.

Process a delivery without a signature

When there is no customer at the site to provide a signature, you have to select the reason why it was not signed when you press Confirm & Upload.

Process multiple deliveries to the same address

Whenever multiple deliveries take place at the same address, the option to pass the signature and information on to all deliveries is shown when you press Signature button. You receive a notification, which gives you a choice whether you want to transfer the signature and images to the related orders, see below. If there are problems with individual deliveries and a complaint needs to be filed, this can be done as normal. After the complaint code selection, a pop-up window appears where you can select the delivery lines to which the complaint should be assigned.

Notification Multiple Deliveries