How to use the QuickRoute delivery routing function in Delivery Manager
Function Description:
This function allows the florist to:
- See all local stops on one map.
- See (Google Maps) routing sequence for shortest route by address based on live traffic.
- Generate a trip sheet for the driver.
The purpose of this function is to optimize the local delivery stops in the most efficient manner based on the shortest route.
Reminder: All addresses must be verified in order entry to use this function.
This is a free function for up to 1,000 stops per week. Over 1,000 may incur charges.
How to use the QuickRoute function | Route deliveries and print or download trip sheets
1) From your POS dashboard go to Tools, then click Delivery Manager.
- This will show your current day local deliveries, or select the delivery date in which you need.
- This box also lets you select deliveries with other search criteria such as priority time or zone.
*Don’t forget to check that your orders are verified. Addresses must be verified for this function to work.
2) Select your Driver ID and Truck, then select all, or only the orders you need.
- Once you’ve selected your orders click the QuickRoute button.
3) Click the QuickRoute button to view your route map and see your order sequence.
- From here you will see a map of your route and the order list- you can adjust your stops if needed by changing the “Sort #”.
4) When you are ready click the “Generate Trip” button.
- Your trip sheet will appear in a new window to print or download
Delivery Manager FAQ’s
How do I print/generate a trip sheet?
Before a trip sheet can be printed, drivers and vehicles MUST be set up in the system. Once they have been set up, go to the Delivery Manager to generate a trip sheet.
Can I use Uber/Lyft for local delivery?
Yes, just set them up as a “driver’ and print them a trip sheet just like any other driver. Keep in mind each service has special rules and you should ALWAYS call the recipient BEFORE sending something out using these types of services.
Can the system print pool tickets?
Not currently. This is a future feature, available on request.
How do I confirm an order once it has been delivered?
A user can either pull up the delivery confirmation page in the store (when the driver has returned from his trip) or the driver can use his PDA right after he delivers the order.
Can my drivers use a smartphone or tablet to confirm orders in real time?
Yes, as long as they have web access and can pull up the delivery confirmation page on their device as a HTML web page. Even delivery contractors and couriers can be given the link to the delivery confirmation page in order to confirm orders - especially if they are not returning back to the store after the delivery is made.
What devices are compatible with QuickFlora for delivery confirmation?
Compatible devices include IOS and Android devices. A windows device may work also. Before purchasing any device, make sure you can pull up the QuickFlora Delivery Confirmation page in the retail store before purchasing the device. Some devices claim “HTML Browser”, but we have found this is not always the case. Each device MUST have a wireless data plan of its own.
Can my delivery drivers use text messages to confirm orders?
Not currently, but they can always text you directly so that you can confirm the orders on the system.
Are website orders automatically routed to zones?
IF you have zones defined, the system will try and put the order into a specific zone or location based on the delivery address. This is not always 100% as the customer is not verifying the delivery address like a salesperson normally would, but it works about 90% of the time.
Do I need to “pick” or “ship” orders before they go onto a trip?
No, once you put orders on a trip sheet, the system will really mark it as “picked” and “shipped”.
Can I set up alerts to notify me if an order does not go out?
Yes, you can configure custom alerts (in the Optional Alert Module) to email or text you if an order has not shipped by closing time for that day. This helps prevent missed orders and a great safety.
Can I add non-order stops?
Not at the current time, but we are considering that as a future function. Every stop must be an order that exists in the system.
