Proof of Delivery

Proof of Delivery

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Introduction

The Proof of Delivery application is a free, ready-to-use add-on for Warehouse Insight that was built using the WMS App Designer. Proof of Delivery is designed for companies with their own delivery drivers, providing a seamless solution for managing and tracking deliveries. In Business Central, dispatchers can view the list of shipments to deliver and assign shipments to specific drivers. Using Android mobile devices with Warehouse Insight, delivery drivers can indicate when items are delivered, take a picture of the delivery, capture a customer signature, and more. This information will be recorded in Business Central, allowing for real-time tracking of the status of the delivery.

This article will guide you through the key features and steps required to install, configure, and use the Proof of Delivery application.

Key Features

This is a list of key features included in the Proof of Delivery application.

  1. View Shipments to Deliver: In Business Central, view the list of shipments to deliver and assign those shipments to drivers. On mobile devices, delivery drivers can view the list of deliveries that have been assigned to them. The delivery list includes essential customer information, such as the customer’s name, address, and contact information.
  2. Route to Destination using Google Maps: Use Google Maps integration to obtain the best route to the destination.
  3. Real-time Tracking using Geolocation: Proof of Delivery leverages the device’s geolocation capabilities to enable real-time tracking. This feature allows users in Business Central to monitor the delivery driver’s current location throughout the delivery process. To use this feature, you must have a Google account with billing enabled, and a Google Maps API key.
  4. Update Quantities for Delivered Items: Mark the shipment as completely delivered with a single button press or enter the quantities of delivered items individually using either manual input or barcode scanning.
  5. Capture Customer Signature on Delivery: Capture a customer signature using the touchscreen on the device upon delivery. The captured signature is attached to the posted sales shipment in Business Central.
  6. Take Picture on Delivery: Take a picture of the delivered items as proof of condition or delivery status. The picture is attached to the posted sales shipment in Business Central.
  7. Add Comments for the Delivery: Enter comments related to the delivery. The comments are stored in Business Central and can be accessed from the Posted Sales Shipment page.
  8. Mark Delivery as Finished: Once the items are delivered, mark the delivery as finished. The Delivery Status on the posted sales shipment will be automatically set to either “Completed” or “Partial”, depending on whether all items were successfully delivered.
  9. View Delivery Status in Business Central: View the status of the delivery on the Posted Sales Shipment page in Business Central.

Prerequisites

Proof of Delivery is an add-on for Warehouse Insight. Delivery drivers must have an Android device (handheld mobile computer, phone, or tablet) running Warehouse Insight with a live connection to Business Central.

Before installing Proof of Delivery, you must complete the following prerequisites:

  1. Install and configure Warehouse Insight in Business Central.
  2. Install and configure the Warehouse Insight Android client on a mobile device.

Installation

Install Proof of Delivery through the Warehouse Insight Add-on Catalog. To install Proof of Delivery in Business Central manually, follow the following:

  1. Install the Warehouse Insight Proof of Delivery extension in Business Central. Download the extension .app file here: https://dev.azure.com/InsightWorks/External%20Examples/_git/Warehouse%20Insight%20Examples?path=/Proof%20of%20Delivery/.appFile
  2. Import Proof of Delivery using the Import option on the Warehouse Insight Applications page. Download the configuration file here: https://dev.azure.com/InsightWorks/External%20Examples/_git/Warehouse%20Insight%20Examples?path=/Proof%20of%20Delivery/.configuration

If you need assistance with completing the installation steps, please contact your Business Central partner.

Once the installation steps are completed, the Proof of Delivery application will be available to select from the Warehouse Insight home screen on your mobile device.

In addition, the posted sales shipment header/line tables and pages in Business Central will be extended with new fields and FactBoxes to track the status of the delivery.

Configuration

Once the installation is complete,  configure Proof of Delivery using the Proof of Delivery Setup page in Business Central. The following options are available:

  1. Google Maps API Key: To track the driver’s location in real-time using geolocation, you must enter a Google Maps API key.
  2. Shipment Method Filter: If this value is defined, only posted sales shipments with a matching Shipment Method will be displayed on the mobile devices. Leave blank or undefined to not use as a filter.
  3. Shipment List Filter Field: Specifies if the Shipping Agent or Shipping Agent Service field on the posted sales shipment header should be used as a filter for the list of shipments displayed on the mobile devices. This setting is used together with the Shipment List Filter setting. The options are:
    1. None: No filter will be applied.
    2. Shipping Agent: The Shipping Agent field on the posted sales shipment header will be used to filter the list of shipments. The filter value is defined using the Shipment List Filter setting.
    3. Shipping Agent Service: The Shipping Agent Service field on the posted sales shipment header will be used to filter the list of shipments. The filter value is defined using the Shipment List Filter setting.
  4. Shipment List Filter: Only used if the Shipment List Filter Field setting is “Shipping Agent” or “Shipping Agent Service”. This is the value to be used for the filter. The options are as follows:
    1. Device Configuration Code: Uses the device configuration code as the filter value. Only shipments with a Shipping Agent or Shipping Agent Service that match the device configuration code used by the mobile device will be displayed.
    2. User ID: Uses the Business Central user that is signed in on the mobile device as the filter value. Only shipments with a Shipping Agent or Shipping Agent Service that match the signed-in user will be displayed.

User Guide

Proof of Delivery uses the posted sales shipment in Business Central as the source document to capture the delivery information. The following instructions will guide you on how to use Proof of Delivery.

View Delivery Status and Assign Deliveries to Drivers in Business Central

Use the Posted Sales Shipment list and card pages in Business Central to view delivery status and assign deliveries to drivers. The pages have been extended with various fields and FactBoxes to track the status of the delivery. View all customer signatures and photos taken by the driver using the Attachment FactBox on the pages. The most recent signature and photo will be displayed in FactBoxes on the card page. View comments added by the driver using the Comments action on the pages.

Assign deliveries to drivers by changing the Shipping Agent Code or Shipping Agent Service Code on the shipment. You can do this for a single shipment from the shipment list or card page using the Update Document page action. To change the Shipping Agent Code for multiple shipments at once, use the list page and multi-select the shipments, then use the Set Shipping Agent page action. The list of deliveries displayed on the mobile devices to each driver will then be filtered depending on how you’ve configured the filtering on the Proof of Delivery Setup page in Business Central. For more information, see the Configuration section of this article.

Use the Proof of Delivery app in Warehouse Insight

To open the application, press the Deliver icon on the Warehouse Insight home screen on your mobile device.

When launched, the Deliver Lookup List page will be displayed.

Deliver Lookup List

The Deliver Lookup List displays the list of posted sales shipments to be delivered.

When opened, the list of shipments is initially filtered using the following criteria:

  1. Only shipments with a Delivery Status of “Pending” will be displayed. The Delivery Status is a field on the posted sales shipment header.
  2. Only shipments with a Location Code that match the location defined for the device configuration will be displayed. This filter uses the Location Code on the posted sales shipment header, not the lines.

The list may be optionally filtered further using the Shipment Method, Shipping Agent, or Shipping Agent Service on the posted sales shipment header. These filters will be automatically applied if they have been configured on the Proof of Delivery Setup page in Business Central. For more information, see the Configuration section of this article.

Use the Search Filter to filter the lookup list to specific shipments, if required. The following data is supported for searching:

  1. No.: Posted sales shipments that have a No. matching the filter will be displayed.
  2. Ship-to Name: Posted sales shipments that have a Ship-to Name matching the filter will be displayed.

Portrait Orientation

Landscape Orientation

Deliver Lookup List Columns

You can configure the device columns that are shown in the line and footer sections of the page. To do so, go to the Warehouse Insight Device Columns page in Business Central and configure the columns for the event DELIVER::GetPostedSalesShipmentsList (ID: 123000001).

Deliver Lookup List Menus

The Deliver Lookup List contains the following menus which can be accessed using the ☰ Menu button. Menus can be added or removed as required using the Warehouse Insight Device Menus page in Business Central with the Form set to “Application” and the Application set to “DELIVER_LIST”.

Menu Description
Close Closes the page.
Choose Opens the selected shipment.
Show Map Launches Google Maps with the delivery address for the selected shipment.

To open a shipment, scan the shipment number or select the shipment in the list and press ☰ Menu > Choose. You can also double-tap the shipment or press the Enter key if your device has a physical keypad. When the shipment is opened, the Deliver Details page will be displayed.

Deliver Details

The Deliver Details page displays information from the posted sales shipment, such as customer information and the items to deliver.

Portrait Orientation

Landscape Orientation

Deliver Details Columns

You can configure the device columns that are shown in the header, line, and footer sections of the page. To do so, go to the Warehouse Insight Device Columns page in Business Central and configure the columns for the event DELIVER::GetPostedSalesShipmentDocument (ID: 123000002).

Deliver Details Menus

The Deliver Details page contains the following menus which can be accessed using the ☰ Menu button. Menus can be added or removed as required using the Warehouse Insight Device Menus page in Business Central with the Form set to “Application” and the Application set to “DELIVER_DOC”.

Menu Description
Close Closes the page.
Finish Delivery Indicates that the delivery is finished. When selected, the Delivery Status on the posted sales shipment will be automatically updated to either “Completed” or “Partial”, depending on whether all items were successfully delivered. A shipment can only be marked as finished once. If multiple deliveries must be made for a single shipment, wait until the final delivery to mark it as finished.
Deliver All Updates the delivered quantity for all items to the full quantity.
Change Quantity Updates the delivered quantity for the item on the selected line.
Take Signature Opens the signature capture dialog. The customer name can be entered, and the signature captured using the touchscreen. Multiple signatures can be captured, but only the most recent signature will be displayed in the Signature FactBox when the device is in landscape orientation. The signatures will be attached to the posted sales shipment in Business Central using the Document Attachment FactBox. Capturing at least one signature is required to mark the delivery as finished.
Show Signature Displays the most recently captured signature.
Take Picture Launches the device camera to take a picture of the delivered items. Multiple pictures can be taken, but only the most recent picture will be displayed in the Picture FactBox when the device is in landscape orientation. The pictures will be attached to the posted sales shipment in Business Central using the Document Attachment FactBox. Taking at least one picture is required to mark the delivery as finished.
Show Picture Displays the most recently taken picture.
Add Comments Opens a text entry dialog. The entered text will be saved in the Sales Comment Line table for the shipment, and can be viewed from the posted sales shipment page in Business Central.
Route to Destination Launches Google Maps navigation with directions to the delivery address.
Start/Stop Tracking Toggles on/off geolocation tracking for the shipment on the mobile device. If enabled, the device location will be periodically sent to Business Central. This will allow real-time tracking of the driver’s location using the Map FactBox on the posted sales shipment page in Business Central. To use this feature, you must have a Google account with billing enabled and a Google Maps API key, and the API key must be entered in the Proof of Delivery Setup page in Business Central.

Delivering Items

When the driver arrives at the delivery address, the standard process flow to deliver the shipment is as follows:

  1. Update the quantity delivered for the items on the shipment. To deliver all items in full, use the Deliver All menu. Otherwise, scan each item and enter the quantity delivered. If you do not have an item barcode to scan, select the item and use the Change Quantity menu. You can also double-tap the item line or use the Enter key on your device to handle the item.
  2. Use the Take Signature menu to capture the customer name and signature. At least one signature must be captured to mark the delivery as finished.
  3. Use the Take Picture menu to take a picture of the delivered items. At least one picture must be taken to mark the delivery as finished.
  4. Use the Add Comments menu to add comments about the delivery. Comments are optional and are not required to mark the delivery as finished.
  5. Finish the delivery using the Finish Delivery menu. If all items were delivered in full, the Delivery Status on the posted sales shipment will be set to “Completed”. If items were partially delivered, the Delivery Status on the posted sales shipment will be set to “Partial”. A shipment can only be marked as finished once. If multiple deliveries must be made for a single shipment, wait until the final delivery to mark it as finished.
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