This is a guide to the Deliveries Page in Appliance.io
This guide explains the features and functionalities of the Deliveries Page in Appliance.io, intended for warehouse staff and sales teams. The purpose of the page is to efficiently manage daily delivery operations and assist sales staff with visibility into upcoming delivery routes. This document breaks down the page components and their usage, excluding obvious and self-explanatory features.
This guide will cover the various uses and features of this page.
Start by selecting the Deliveries tab from the home bar across the top of the page.
The page has two tabs:
Deliveries Tab - Displays scheduled deliveries with real-time updates on scanning statuses.
Scan Out Log - A historical log of scanned-out items, useful for troubleshooting scan-out errors or tracking missed deliveries.
This guide will cover mostly the main page.
Scan Out Inventory Button - This button initiates the scanning-out process for items. Scanning marks items as ready for delivery. The feature will be covered in-depth in a separate Scan Out Inventory guide.
Date Filter - Set to the current date by default, with arrows to navigate by day. This filter ensures users focus on deliveries planned for specific days. Multi-select is not available.
Delivery Method Filter - Allows filtering based on available delivery methods, such as internal or third-party logistics providers. Helps in segregating deliveries based on fulfillment partners.
Salesperson Filter - Narrow down delivery data by specific sales staff associated with the orders, assisting in tracking salesperson-related deliveries.
Location Filter - Useful for multi-location businesses, this filter enables sorting deliveries by different store or warehouse locations.
The Search Box - Search by customer name or order number for quick access to specific deliveries.
The Search Zip Code Box - This feature allows users to identify deliveries within a specific area or region.
Click the Add button to add the zip code to the search.
Multiple Zip Codes Search - Add multiple zip codes to search across regions.
The popup will load.
The data will be displayed by Delivery methods & Date.
Each row will have the total number of scheduled deliveries and the remaining number of available slots for that Delivery Method & Date.
End Zip search example.
The Total Appliances Tile can be clicked to view the appliance category breakdown.
The complete list of deliveries that match the current filters will be displayed below.
The first column contains the Scanned status. This will update live as items are scanned out for delivery.
This article explains how to use the Not Scanned feature to ensure all items are prepared for delivery.
Access the "Not Scanned" List
Go to the Scan Out page in Appliance.io.
Items marked as Not Scanned will appear at the top of the list. These are the items that still need to be scanned for upcoming deliveries.
Scan Items in Advance
Use a barcode scanner to scan both the model number and serial number for each item.
As items are scanned, they will automatically be marked as completed and removed from the Not Scanned list.
Confirm Completion
Once all items are scanned, the list will be cleared, indicating that preparation for the next day’s deliveries is finished.
For more detailed instructions on using the scanning feature, refer to the Scan Out Guide.
Print PDF - Generates a PDF version of the current delivery list, reflecting the active filters and search results.
Preview CSV - Creates a CSV file preview, providing a tabular view of the current data.