Settings

You can now setup Pre-Defined Comments for your drivers to select from so they don't have to type in the most frequently entered comments. There are six different comment types you can create, which appear in the app in the respective area.

1. Line Item Notes
2. Internal Notes
3. Refused Order
4. Skipped Stop
5. Order Comment
6. Skip Scan

To create a comment, select the desired branch, or All Branches, from the dropdown at the top-right of the screen that you would like the comment to apply to, then click the yellow + button under the Comments section.

You will be presented with the New Comment window with the following fields:

• Name - Enter a short name for the comment. This is what will show when the user presses the Add Standard Comment button in the app.
• Type - A dropdown menu to select the type of comment
• Comment - Enter the actual comment you would like to appear on the order.

When you've finished filling in the information, press the green Create button in the bottom-right of the window.

Note: We recommend setting comments for all branches as there is no copy feature to copy messages from one branch to another.

You may edit an existing comment by clicking on it. After editing the desired information press Save.

When you are editing a Pre-Defined comment, you will see who created the comment and when.

You can delete a comment by checking the box next to the comment you would like to delete, and then pressing the Trash Can button. There will be no confirmation, the comment will be deleted immediately.

You can now set pre-defined break types such as Gas, Lunch, etc... including a default duration, that drivers can select from when adding a break to their route. When the driver selects a pre-defined break, they can change the description and duration if desired. They can also add a break and specify their own type on the fly.

To create a new break type, select the desired branch, or All Branches, from the dropdown at the top-right of the screen that you would like the break to apply to, then click on the yellow + sign under the Breaks section.

The New Break window will display asking for the Name and Duration. Enter a Name, which is what will display as the Break Type. Then enter the duration in minutes for the break and press the Create button on the bottom-right of the window.

When you click in the duration field there will be up and down arrows, you can click these arrows to increase or decrease the time in 5 minute intervals. Or you can simply type in the desired duration.

You may edit an existing break by clicking on it. After editing the desired information press Save.

When you are editing a Break, you will see who created it and when.

You can delete a break by checking the box next to the break you would like to delete, and then pressing the Trash Can button. There will be no confirmation, the break will be deleted immediately.

Deliver Preferences, allows you to change the default values for Excessive Speed, Min Idle Time, and Max Idle Time. Driving Behavior is stored at the branch level.

Please note: Changing the Min Idle Time will also affect the logic for stopped trucks displayed in the Live view.

You can also specify how you want the delivery tracking page to appear to your customers. By default, on the live tracking page, the map of the drivers location will display along with the delivery location. You can hide the map completely or show the map and hide the drivers location. For more information on the live tracking page, click here.

You can enable/disable requiring drivers to scan orders off of the truck with the "Scanning Packages Off Truck" option. Enabling this will require drivers to scan each order on the stop before it the customer can sign for delivery. Details on how this works in the Deliver app are here: Scan Products Off Truck.

You can enable scanning package onto the truck with the "Scan Packages On Truck" option. Enabling this will send an alert if enabled on the Alerts table and prompt the driver is the manifest was not fully scanned through Load Mode. Details on how scanning order onto the truck can be found here: Load Mode.

If you enable either setting while you have "All Branches" selected at the top-right, it will apply to all of your Deliver branches. if you enable this setting while a specific branch is selected, the setting will be cleared at the All Branches level and you must then individually manage this setting for each branch.

By default, a stop is considered on-time if the actual time is before the specific requested time or if the actual time is before or within the time window. Enabling "Use Arrival Time for Late Stops" will use the arrival time (when the driver enters a .2 mile geofence of the stop location) instead of the actual time to determine if a stop is late or on time. This only applies to orders with a requested time.

Your company logo will be displayed in the Live Tracking Web Page as well as email templates (if you are using an Innovo default template). The maximum width and height for logos is 175px width x 46px height. Anything larger will be scaled down and anything smaller will remain the size as uploaded, but aspect scaled.

Your company name will default from what we have on file but you can change it for All Branches and then for each individual branch if desired.

Your company logo must be a publicly accessible URL. If the logo fails to load for any reason, the company name will be replaced.

A preview of the logo will be displayed.

The Preferences section of the Deliver Web settings for Deliver Pro users will have settings options that are specific to Deliver Pro implementations. The Driving Behavior and Delivery Tracking section of settings will function in the same way as mentioned in the Preferences passage above. Scan Packages Off Truck/Scan Packages On Truck will also function in the same way as mentioned above.

Signed By Required: enabling this setting will require drivers to enter text in the "Signed By" field in the Deliver app before they will be able to collect a signature.

Hide Price: enabling this setting will prevent pricing from being shown to the customer when they are signing for their delivery in the Deliver app.

Photo Required before signing: enabling this setting will prevent the driver from being able to collect a signature until after they have taken or added delivery photos from within the Deliver app. More information about collecting delivery photos can be found here.

Terms and Conditions URL: This field is where you can enter a URL link to your companies' Terms and Conditions. The link will be included in the notifications that your customers receive for their deliveries.

Email on Stop Discrepancies: This field will be where you enter in the email address or addresses for the people that should be notified if there is a discrepancy on a stop. A discrepancy in this case would be a skipped stop, refused order, the addition of a line item comment, the addition of a order comment, or the addition of an internal note. When any of these incidents occur, an email notification will be sent to the email address or addresses listed in this field. Multiple email addresses can be separated by a comma.

Ship on Manifest Create: When this option is enabled, the customer will be billed as soon as the manifest is created. When this option is not enabled, customers will be billed after the signature has been collected for their delivery.

Require Picking Complete on Manifest Create: when this setting is enabled, manifests can only be created with orders that have been fully picked.

Requested Time Field: This field will tell Deliver Web which of your configured user fields to look at for requested delivery times. You'll need to enter in the name of the user field for requested delivery times that your company has configured in CloudSuite.

Attach delivery photos to email Notifications: when this setting is enabled, any delivery photos that were taken for the order will be attached to the email notification that is sent to the customer.

Attach Delivery photos to SMS Notifications: when this setting is enabled, any delivery photos that were taken for the order will be included with the SMS notification that is sent to the customer.