Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Claim or scan assigned dispatch work
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Review route and archive
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Open navigation to the next stop
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Optimize and end route sessions
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Capture receiver, GPS, photo, or signature proof
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Record delivered, failed, or return outcomes
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
7. Capture collection amount, instrument, and reference
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Claim or scan assigned dispatch work
- Review route and archive
- Open navigation to the next stop
- Optimize and end route sessions
- Capture receiver, GPS, photo, or signature proof
- Record delivered, failed, or return outcomes
- Capture collection amount, instrument, and reference
Related procedural guides
Quotation to Cash
A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.
Open guide → WorkflowsReceive and Control Tracked Inventory
Preserve item identity from product setup through receiving, count, dispatch, proof, and return.
Open guide → WorkflowsB2B Portal Order to Delivery
Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.
Open guide →Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.