• Changes to deliveries

  | With Handy, you can edit delivery attempts if you made any mistakes when registering a delivery, or if your client requested any last-minute changes. To edit a delivery, the mobile user must have completed their route in the mobile app, and the route must NOT YET be closed in the web portal. When a route is in this state, in the web portal, go to the route details, and you'll see the following button: ![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/0/8/fe082d340ca93000/495c5826-Some readers

• How to complete a delivery

  Completing deliveries using Handy is very simple. You can view your programmed deliveries by clicking on the Activity screen and selecting the Scheduled Deliveries icon: Now, select the delivery you're interested in. That will open the delivery's usual screen, where you'll see a breakdown of the products assigned to that delivery. ![](https://storage.crisFew readers

• Delivery results

  | Delivery results for day-to-day route deliveries are essential to evaluate your company's distribution process and maximize customer satisfaction. The delivery results report can help you optimize routes, control inventory, analyze costs, and detect problems early on. Overall, the breakdown of these results can help you guarantee on-time delivery, increase customer loyalty, and increase your company's profits. 🔴 These results will impact your delivery metrics and are manually selected by useFew readers

• Block deliveries when the client has an overdue balance

  | Handy gives you the option to block deliveries if the client has an overdue balance. Credit days When editing the client's details, you must define the number of credit days they’ll have. These days start counting from the moment a credit delivery is made. || Important: If you don't define this information and keep it as zero, it's considered as N/A inFew readers

• Block delivery rescheduling

  | This feature will allow you to have more control over your deliveries and how they're managed in the mobile app. You can find this setting in Settings, then Deliveries. Usually, when you have a delivery in the app, and it's not completed, the system allows you to reschedule it for another time. This might not be ideal for you if you want to have more conFew readers

• Canceling routes

  If you ever program a route for the wrong user, you can easily delete it. To do so, simply follow these steps: | Important: You can only cancel a route if the assigned user hasn’t completed any sales or deliveries yet. To cancel a route, go to Manage sales and delivery routes, then click on the route you wish to cancel, and click on Cancel. The orders assiFew readers

• Sales and delivery routes

  Assigning a load to a user, whether it's for route sales, delivery, or both 🚛 To create a new sales or delivery route, click on the following button: After clicking, you'll see the following screen: ![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/5/4/f8544abfbcb0b000/9d1ce54f-7bcb-4cb1-Few readers

• Operational status of orders and products

  || To keep a better track of your presales orders, Handy shows you each order's operational status. Operational Status In Handy, orders can have different operational statuses, depending on where in the distribution process they currently are: Pending delivery This status appears when a persales order is created It can also appear when a delivery attempt was unsuccessful API answer:operativeStatus: "PENDING_DELIVERY" On route Orders and their correspondingFew readers

• Notify clients when a delivery is completed

  | Would you like your clients to get a copy of the delivery information? Handy can help you with that! Just follow these simple steps. In Handy's web portal, go to Settings > Notifications > Sending emails to clients, then select Deliveries. To define which emails will receive this information, go to the client's details and click on Edit: Then, click on *Few readers

• User guide for delivery tracking through the web portal

  | In Handy's web portal, you'll be able to see all information related to how your mobile users are managing deliveries. Delivery Tracking On this screen, you can view the delivery history and filter it by user, zone, or delivery results. You can also download an Excel file with details of each delivery by clicking on Download. | TIP: A practical use caFew readers

• Change payment type on deliveries

  | Enabling this setting allows you to prevent users from entering the wrong payment type when registering a delivery. When completing a delivery in the Handy app, you can select the payment type by clicking on the $ symbol at the top of the screen: This will let you choose between cash and credit: ![](https://storage.crisp.chat/users/helpdesk/website/-/8/c/f/Few readers

• Deliveries with pending payment breakdown on presales printed tickets

  ||| Important: The breakdown of deliveries with pending payment on printed tickets for presales orders works only for clients who have a visit and/or delivery programmed for that day. This feature aims to help clients have better visibility of any pending payments and their due dates at the time they place a new order, avoiding any unpleasant surprises when receiving their next delivery. What information is shown? This breakdown includes the following data for each pending delivery: DFew readers

• Reprint of delivery tickets

  | When printing a delivery confirmation ticket that has a date different from the current day, the system will automatically recognize it as a reprint. This will allow you to clearly differentiate between a ticket corresponding to a delivery completed that day and a reprint of a confirmation receipt from another day. Reprints will show the delivery's payment status There are also multiple visual indicators and additional fields that clearly state the ticket is a reprint A reguFew readers

• Separation of promotion products on deliveries

  | Handy shows regular products and promotion products separately when viewing the details of a delivery. This makes it easier to identify the origin of each item and helps make any necessary adjustments when closing a route or editing deliveries. Previously, products in a delivery were grouped together by SKU, even when some of them belonged to a promotion. This made it harder to identify: Which products belonged to the original purchase Which products were added as a promotion or a rewardFew readers