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Home Delivery

Delivery Questionnaire

Require questionnaire completion before assigning orders to manifests.
Roles: Home Delivery

All questions in the Delivery Questionnaire must be answered before an order can be added in a Home Delivery Manifest.

Option 1 – Scheduling Calendar

  1. Click on theΒ CalendarΒ for scheduling
  2. Select theΒ Home Delivery Manifest
  3. Enter the nameΒ of the consignee
  4. Answer all questions
  5. ClickΒ Schedule
Delivery Questionnaire

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Option 2 – Add manually in the Home Delivery Manifest

  1. Open aΒ Home Delivery Manifest
  2. Go toΒ ContentΒ tab
  3. Enter theΒ Order ID
  4. ClickΒ Add
  5. Answer all questions
  6. Then clickΒ Add
Delivery Questionnaire

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In theΒ Home Delivery Manifest, answers on theΒ Delivery QuestionnaireΒ can be viewed if you click on theΒ ?Β under Notes

Answers can also be updated by clicking on theΒ ?Β then clickΒ Save

Delivery Questionnaire

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Delivery Questionnaire

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Option 3 – When customer is booking the delivery date

  1. Select theΒ schedule date
  2. Click theΒ Schedule Your Delivery
  3. Answer all questions
  4. Then clickΒ Schedule Your Delivery
Delivery Questionnaire

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Delivery Questionnaire

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Open the order and go to theΒ SurveyΒ tab to view the answers

Delivery Questionnaire

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