These screen shots show how a Driver is to make a delivery receipt. Drivers at Olmsted Ice can enter a
receipt in
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From the customer list, the driver will first tap on the customer they wish to deliver to.
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After the driver chooses the customer, all the customer information will display. This is the same information that
is located in the office application, Cool Running Manager. The driver can also view
the merchandiser information. This will display the chest ID(s), which side the ice was rotated to (Left), the date and
time of last delivery along with percentage full (75%).
There is also a "History 90" button which will display all the delivery tickets for the past 90 days.
To continue to make a delivery, the driver simply taps on "Make Delivery".
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This is the "History 90" information. As you can see, this displays all the delivery information for the previous deliveries.
This information can be printed by the driver as well.
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After the driver clicks on "Make Delivery", the items screen is displayed.
From this list, the driver will just tap on a item and click "Add".
The driver can also click on "No Delivery Needed" to bypass the delivery area and go strait to the merchandiser maintenance
where they can enter rotation and percentage full of the ice chest.
Also displayed on this screen Red Highlighted "Sch". This means there is either a delivery note pre-ordered items set
up for this customer.
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After the driver clicks "Add" from the products screen, they are now able to enter how much of the product is to be delivered.
They are also able to enter any returned item as well.
If the customer was set up for a price in Cool Running Manager, this price will automatically show up in this screen.
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After the quantities for delivery have been set, Cool Running Driver will go back to the
Products Screen where they can either add more product for delivery or click "Done".
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After completing entering the products, Cool Running Driver goes to the Merchandiser Maintenance.
At this time, they choose the ice chest they delivered to, enter rotation direction (if any), percent full along with any notes they want to
go back to the office. These notes will print at the end of the day.
They can also check off if the condenser was blown out or if the chest was cleaned out.
If your company is not interested in this information, they can simply click "Skip" and bypass all this information.
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After passing up the Merchandiser Maintenance, the driver will now come to the preview print screen.
The driver can print this receipt and go get paid by the customer rather than carry the handled into the store.
Or, the driver can click "Done" and move onto the signature screen.
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If this is a COD customer, the driver can click "Done" and bypass this screen.
If this is a TERMS customer, the driver can have them sign the handheld.
The signature will print on the receipt and will be stored inside Cool Running Manager
when the driver syncs his handheld at the end of the day.
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The driver has four different options for "Payment Type". All of them can be changed at the time of delivery.
- Cash
- Check: They can enter the check number and that check number will import into QuickBooks deposit record.
- Terms: Preset terms can be set up per customer or the driver can let a COD customer change to terms on that delivery.
- Cash Only: Inside Cool Running Manager, you can set up a
customer as "Cash Only" so your driver will not be able to accept a check from them or be able to let them sign for the delivery.
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Check Payment Option. As you can see, the driver entered the customers check number. This number will import
into the QuickBooks Deposit report.
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Terms Payment Options: From inside Cool Running Manager, you can set up a customer as "Terms".
Cool Running Driver will default to those preset terms on delivery.
Your route manager can also assign a Purchase Order number to show on the bill… or your driver can enter a PO number for that delivery.
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