Creating and Scheduling a Delivery

Create the trip, load the cargo, and lay out the stops and transit legs.

Last updated 7 days ago

A delivery is built in three passes. Create the trip, load the cargo, then lay out the stops. You can do all three in one sitting or come back as details firm up.

Creating a delivery

Open Logistics and click New delivery.

[SCREENSHOT: New Delivery drawer]

Field Notes
Name	What your team calls this trip.
Direction	Outbound, Inbound or Transfer.
From / To	Pick a tracked location, or type a free text address for a one off drop.
From vendor	Inbound only. Who's shipping to you.
Purchase order	Inbound only.
Expected arrival	Inbound only.
Planned start / Planned end	The scheduled window. Drives where the trip sits on the timeline.
Carrier	Internal fleet or Third-party carrier.
Driver	From your contacts.
Truck	Pick from the catalog, or enter a one-time truck if it's a rental.
Trailer type	Free text.
Over height / width / weight	Flag an oversize load.
Receiver	Who's signing for it.
Delivery Confirmation Form	Optional. Adds a sign-off step at the drop.

Adding cargo

Cargo goes on the Cargo tab of the delivery.

Orders

Click Add Order to load work that's riding along. Only phases marked as delivery phases can be added. If nothing shows up, that toggle is the first thing to check.

Materials

Click Add Material for anything not tied to a phase. Straps, skids, tools, loose panels. Enter a name, a quantity and a unit. These are free text lines, so you don't need a catalog entry to add one.

From Planning

You can also work the other direction. In Planning, use Add to Delivery on an item to put it on an existing trip, and Remove from Delivery to pull it back off.

The Planning module, where Add to Delivery and Remove from Delivery live

Cargo tab of a delivery showing the Add control and loaded cargo

Building the itinerary

The Itinerary tab is the route. It holds stops and the transit legs between them.

Each stop has a service kind.

Service kind Meaning
Load	Cargo gets on here.
Unload	Cargo comes off here.
Load & unload	Both happen at this stop.

Give each stop a location and a planned window. Legs cover the driving between stops and can carry their own truck and trailer.

Stops can be resequenced, with two guardrails. A pack can't unload before it loads, and a stop already assigned to load or unload cargo can't have that action taken away.

[SCREENSHOT: Itinerary tab with stops and legs]

When things lock

The cargo plan locks as soon as the trip could have started moving, meaning anything past Scheduled or Expected. After that you can't add, remove or reassign cargo, but Loaded and Delivered marks still work.

The itinerary stays editable longer. A trip in transit can still be resequenced. Once it's Delivered, Received, Cancelled or archived, the whole thing is read only.

Tips

Plan the trip before the cargo is finished. If the work won't be done in time, you'll get a warning rather than a silent problem on the morning of.

Build the itinerary even for a simple one stop run. It's what gives the driver navigation and a checklist on their phone.

Have additional questions? Contact Us