Configuration

In the Delivery Control module, users with the Manager role can access and manage all configurations, including delivery settings and rules. Users with the User role can only view delivery orders and assignments but cannot access configuration settings. This helps separate operational access from administrative control.

For users with the Manager role in the Delivery Control module, configuration settings will be visible. Several options can be enabled using checkboxes based on requirements.


• Enable Delivery Boy Portal: Allows delivery boys to access a portal and view their assigned orders and delivery routes.
• Enable Customer Acknowledgement: Sends an OTP to the customer’s mobile for delivery confirmation, which the delivery boy must verify.
• Enable Cash on Delivery: Lets customers pay at the time of delivery, and records the amount collected by the delivery boy.
• Broadcast Order: Unassigned orders are broadcast to all available delivery boys, allowing anyone to accept based on availability.
• Enable Delivery Charge: Allows setting a per-kilometer delivery charge for drivers, which is added to the sale order upon assignment.
• Routing Configuration: Supports two options – prioritize based on earliest order created or nearest delivery location.
• Google Maps API Key: Required to calculate distances and enable live location tracking.
• Signature Verification: Allows customers to add or upload a digital signature at delivery, stored as proof for future verification.

Workflow

Start by adding Driver into the database from; Delivery control -> Drivers -> All drivers -> New

Upon creating a driver from here, it will create a portal user for this contact. And you can set the per km delivery rate for the driver.

You will have to provide the complete address in order to fetch the latitude and longitude of the driver, which is required for the tracking.

After creating the driver, it will automatically configure a store location for this driver as a virtual inventory location to track the stock move while delivery.

Apart from the store location, to track the payment details and keep an accurate accounting entry we have to map a chart of account to the driver as he will be collecting the cash on delivery payments and it need to be tracked.

After these configurations, you are now ready to create a delivery order. Upon creating a quotation, from the customer details it automatically reads the distance. Confirming a sale order will show a button create picking order to create an entry for the orders that need to be delivered. [This button is introduced to manage the customer direct picking and delivery]

We can access the picking orders from the sale order smart button, or via delivery control module which will be having a dashboard of all the delivery orders that are created.

In delivery control, a new picking order will be created against that sale order with all of its details such as Sale order reference, invoice number if available, payment status [real time], and the distance as well.

Mark certain orders as High Priority to highlight them for immediate delivery. For easy grouping, we have added a group by filter to list the delivery orders based on their priority

There we get multiple buttons with different functionalities:


• Assign driver: To specifically assign this delivery order to a selected driver

Batch Delivery

A new feature has been added to support batch delivery creation based on Customer or Route. Users can now generate batch orders using the Create Batch Order button, which opens a wizard to choose between:

Customer Routing: Automatically fetches other pending orders from the same customer. If a delivery person is already assigned to any of those orders, the system provides an "Assign Existing Drivers" option. Otherwise, a new delivery person can be selected manually.

Nearby Routing: Automatically fetches other unassigned orders within a default 5 km radius of the current delivery location. This radius is configurable. If a delivery person is already scheduled for that area, the system allows assigning the batch to the same driver using Assign Existing Drivers.

Broadcast order: By clicking this button, the order is broadcast to all the available drivers at that moment.

Delivery boy Portal

Delivery boy will launch in a delivery route page with the route map, and can be switched to see the broadcast, and assigned orders

Broadcast orders: The delivery boy can check the location or any details available and assign themselves for any broadcast order.

The assigned orders, along with the accepted orders from broadcast, will be displayed in the Open Jobs section. There is also a button in the portal to manage the delivery boy’s availability, allowing him to indicate whether he is available to take delivery orders or not. Based on this change, the availability status will be updated in the backend, and the delivery boy will no longer appear in the assignment list when marked unavailable.

Orders are organized and displayed based on their priority levels, with higher priority orders appearing first to ensure timely processing. This feature enables drivers to focus on the most urgent deliveries, improving overall workflow and customer satisfaction.
Before accepting a delivery order, the driver can view the route. If they do not wish to take the delivery, they can reject it directly from their portal, providing a specific reason and the admin will be notified.

If a delivery boy does not accept an order and the admin doesn't reassign any driver in 10 minutes, it gets auto broadcast unless it is cancelled or assigned manually.

For the accepted order from the delivery portal, it will change the status in the backend. And a button will be visible for the admin called Picked to mark the product has been picked from the inventory by the delivery boy.

If there is any issue during delivery, such as the customer not being available, OTP mismatch, or other undeliverable cases, the delivery boy can log it from the portal, and it will be reflected on the admin side.

For deliveries, we have a security check that records the customer’s signature to confirm who received the order. This signature is stored in the admin panel.

The customers can either draw their signature digitally in the provided box or upload an existing signature image from their device. This signature is securely stored in the system and linked to the order, serving as proof of delivery for future verification or dispute resolution.

To confirm a delivery, the system generates a unique, secret code (typically 4-6 digits) and sends it directly to you via SMS, email, or an in-app notification. When the delivery driver arrives, you provide this code to them. They then enter it into their device to instantly verify and complete the transaction. This process is used to provide secure, undeniable proof that the package was delivered successfully to the correct recipient, which helps prevent fraud and disputes.

After delivery in the admin backend, there is a button to Collect payment from delivery driver against each order if it is a Cash on delivery [unpaid] order

Customer Feedback

After an order is delivered, an email is sent to the customer confirming successful delivery. The email includes a feedback link. When the customer clicks this link, a feedback form opens, automatically populating the customer's name. The customer can then add a rating out of 5 and include a feedback message.

After submitting the feedback, it is saved in the backend configuration under the Feedback menu. The saved details include the sale order, picking, delivery boy picking, submission date, and driver information.

For the accepted order from the delivery portal, it will change the status in the backend. And a button will be visible for the admin called Picked to mark the product has been picked from the inventory by the delivery boy.

Reports

Customer Feedback Report: It will fetch the customer feedback organized by ratings, providing a clear overview of satisfaction levels. This feature allows for detailed analysis of customer reviews. Additionally, you can filter the feedback to focus on reviews specific to individual drivers, enabling targeted performance assessments and improvements.

Delivery Control MIS Report: It offers a detailed summary of the delivery process. It displays the total number of delivery orders created, how many have been assigned, delivered, or rejected. The report also includes the ability to group data by delivery boys, allowing for an easy assessment of individual performance and overall delivery efficiency in a single view.