Enable the delivery option
REQUIRED ACCESS
Admin
DIFFICULTY
Basic
ESTIMATED TIME
2–5 minutes
APPLIES TO MODULES
Deliveries
PREREQUISITES
* Admin access.
* iPad kiosk (optional, but recommended for courier self-service).
STEPS HEADING
How to Enable the delivery option
SUMMARY
Turn on the Delivery Management module to track incoming packages and automatically notify employees when their deliveries arrive.
STEPS
1. Log in to the dashboard and navigate to Deliveries in the sidebar.
2. Ensure you are on the Delivery Settings tab (default).
3. Toggle the Enabled switch to On.
4. Configure Notifications (Optional):
* Click on the Notifications tab within the Deliveries module.
* Customise the SMS and Email templates sent to employees.
* Add Extra email recipients (e.g., [email protected]) if you want a central log of all notifications.
5. Click Save to update changes.
COMMON CONFIGURATIONS
* Courier Companies: Allow couriers to select which service provider the delivery is from.
VALIDATION CHECKLIST
* Check the iPad kiosk; a "Deliveries" button should appear. * Log a test delivery via the dashboard and check if the notification is sent.
TROUBLESHOOTING
* Problem: Delivery button not on iPad. * Fix: Go to Delivery Settings tab and ensure it is enabled.
NEXT STEPS
* How to log a delivery from the dashboard – TBD URL * The benefits of a delivery management system – TBD URL