Plan trips, cars, users and reports using the RentalTrax Delivery Dashboard. In a quick, easy to use dashboard you can access all the information that your drivers need to fulfill their deliveries. To get to the Delivery Dashboard, go to: Dashboard > Delivery. NOTE: You must have scheduled deliveries within your system before this dashboard will populate. (See Trip Planning)
View the How-To Video HERE: Delivery Dashboard
1) Delivery Dashboard
2) Active Date – In the middle column at the top of the dashboard, the active date selected is shown. You can scroll forward or backwards using the Previous and Next links beside the active date.
3) Selected Date Field – Clicking on the selected date field will provide you with a calendar pop-up that will allow you to select a date to see the deliveries and collections scheduled on that date.
4) Delivery Report – Download the delivery report to view the days delivery schedule.
5) Package Slip – Use this button to download the package slip for the days deliveries.
6) Picking List – Use this button to download an excel file with all of the product information for the day’s deliveries.
7) Delivery to Customer Column – Here you will find the total amount of deliveries to the customers location listed.
8) Customer Pick Ups – Here you will find the total number of orders that customers are picking up on this day
9) Hire End at Customers – Here you will find the total number of orders that are ending at the customer and not returning.
10) Customer Returns – Here you will find the total number of orders that are being delivered and the customer is returning at the end of the order.
11) Deliveries Column – In the left column are the deliveries scheduled for that day. You will be able to use the action icons, edit the customer information, edit the order information as well as use the check box to activate the download and e-mail icons below.
12) Download and E-mail icons – Select the orders above and use the download order (internal), download order (customer) and Send e-mail buttons.
13) Collections Column – In the right column are the collections that are scheduled for that day. You will be able to use the action icons, edit the customer information, edit the order information as well as use the check box to activate the download and e-mail icons below.
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