This article explains the 'driver planner' confirmation approval setting. This allows for an extra approval step, to verify the delivery or pick up was completed by the driver, through their log in. NOTE: This is separate from Order Approval (see related article). Both approval settings can be enabled, if needed.
1. ENABLE APPROVAL SETTING: From the main menu, click "Settings"
2. Click "System Settings"
3. Click "Logistics"
4. Click here.
5. Click "Save Settings"
6. UTILIZING THE FEATURE: Once a delivery or pick up has been assigned to the Driver on the Driver Schedule, it can be completed by the Driver from their log in.
7. With the setting enabled, the completed task will change to a colour that is different to the completed stage. In this Pallet Connect theme, it shows as orange.
8. Click on the task from the calendar view.
9. From the event details page, click "View Transaction"
10. The transaction slide out screen, shows the order status as "Delivery Done".
11. Review the transaction and click "Menu"
12. Click "Confirm Delivery / Pickup" to approve that the event was completed.
13. Click "YES, Mark as Complete" to save.
NOTE: If Order or Count Approvals are also enabled, the transaction will now show "Pending Approval". If these approvals are not enabled, the transaction will change to completed status e.g. 'Invoice' or 'Rebate'.
