Every delivery ends one of two ways. It gets confirmed, or it gets cancelled. Both are final, and both lock the trip.

Deciding who signs off

Answer this before you roll deliveries out to a crew, because it's the one decision that causes trouble later.

The driver signs off. They scan the QR, work the stops and confirm at the drop. Best for busy sites where coordinating with whoever happens to be unloading isn't realistic. Drivers are a small, consistent group you can hold to a process.

Dispatch signs off. The office confirms in the app once the driver reports in. Best when drivers aren't going to touch a phone reliably.

Pick one per crew and be explicit about it. When it's left ambiguous, both sides assume the other did it, and trips sit open until someone chases them.

Starting transit

Open the delivery and click Start transit. Available once the trip is Scheduled.

If cargo hasn't been marked loaded, you'll see which rows are outstanding before you confirm. It's a warning, not a block. Trucks leave with paperwork behind sometimes and the system doesn't pretend otherwise.

[SCREENSHOT: Start Transit confirmation with unloaded rows warning]

Confirming the delivery

Click Confirm delivered… while the trip is in transit.

Carried phases advance and delivered materials are recorded against the trip. Material lines can be adjusted before confirming, so if eighteen of twenty arrived, enter eighteen. The short ship is recorded rather than smoothed over.

[SCREENSHOT: Confirm Delivery modal with delivered quantities]

Cancelling a delivery

Use Cancel delivery in the More menu for a trip that won't complete. Refused at site, turned around, or scrapped before it left.

Cancelling can't be undone. The cargo locks, the trip can't be started or completed, nothing posts to stock, and packs stay where they were.

Archiving and restoring

Once a delivery is Delivered, Received or Cancelled, Archive appears in the More menu. Archiving clears finished trips off the board while keeping the record and its history.

Archived deliveries can be restored from the bin if you need one back.

Note that Cancel and Archive swap places. While a trip is live you can cancel it but not archive it. Once it's finished you can archive it but not cancel it.

Tips

Sweep the board for stale In transit trips on a regular cadence. They're the ones that quietly turn into month end cleanup.

Archive as you go rather than in batches. A board showing only live work is much easier to read at a glance.

Cancelled trips keep their full history. Cancelling is a record of what happened, not a delete.

Have additional questions? Contact Us