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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.

  • English and community languages
  • Stripe and EUR
  • 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 Spanish accounting set-up.

Your benefits

Tour

Vehicle and driver.

How we work

  1. 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. 2

    Build and connect

    We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.

  3. 3

    Test and launch

    We test every flow with realistic cases, train your team and go live only when it is right.

Spanish-specific points

Spanish customers expect documents in their own language and in EUR. 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.