Order
One record.
Order and delivery journey
Order, tour, delivery and invoice in one flow
The most common flow is this: a customer places an order, the order is assigned to a vehicle and driver, the driver delivers, proof is collected and the invoice is issued. When these steps move in one record, office, driver and customer look at the same information.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Order and assignment
The order arrives by e-mail, phone or customer file and is recorded; address, size, weight and delivery window are entered. A suitable vehicle and driver are assigned, added to the tour plan and passed to the driver through the app.
The scope of automatic route calculation is assessed separately.
Delivery and invoice
The driver confirms delivery in the app; signature or photo is added to the record and the status is notified to the customer. The invoice is prepared from completed orders and proof of delivery is attached.
The invoice format is prepared according to the Swiss accounting set-up.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
Swiss customers expect documents in their own language and in CHF. The system links customer language and tariff to the order record; the delivery notice and invoice are prepared in the same language.
Frequently asked questions
Can the customer enter orders themselves?
It is assessed as part of a customer portal; the simplest form is receiving orders by e-mail or CSV.
Is the invoice created automatically?
It is prepared from completed orders and checked before sending.
Related topics
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Delivery note and proof of delivery: automatic documents, signature, photo and PDF archive. For Swiss logistics companies. Quote by e-mail.
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