Delivery Management 4 min read

Creating a New Delivery

Creating a New Delivery

Complete guide to creating deliveries in wallmarkets.

Quick Start

  1. Navigate to Deliveries page
  2. Click "New Delivery" button
  3. Select supermarket/location
  4. Add products and quantities
  5. Set delivery date
  6. Click "Create Delivery"

Detailed Steps

Step 1: Access Delivery Creation

From Dashboard: - Click "New Delivery" button (top right) - Or press N keyboard shortcut

From Sidebar: - Click "Deliveries" - Then "+ New Delivery"

Step 2: Select Destination

Choose Supermarket

Search or select from dropdown:
- Supermarket name
- Address preview
- Subchain (if applicable)

Pro Tip: Start typing supermarket name for quick search!

Step 3: Add Products

Select Product 1. Click "Select Product" dropdown 2. Choose from your inventory 3. Product details auto-load

Enter Quantity - Specify how many units - Must be positive number - Decimal allowed (e.g., 2.5)

Add More Products - Click "Add Another Product" - Repeat selection process - No limit on products per delivery

Product Line Example:

Product: Organic Milk 1L
Quantity: 24
Weight: 24.72 kg (auto-calculated)

Step 4: Set Delivery Date

Calendar Picker - Click date field - Select from calendar - Must be future date - Consider preparation time

Date Guidelines: - ✅ Tomorrow or later - ✅ Working days preferred - ❌ Past dates not allowed - ❌ Today (requires advance notice)

Step 5: Add Notes (Optional)

Special Instructions: - Loading dock number - Contact person - Delivery time window - Access codes - Special handling

Example Notes:

Deliver to back entrance
Contact: John Smith (555-1234)
Available: 8AM - 12PM
Use Loading Dock #3

Step 6: Review Before Creating

Double-Check: - ✅ Correct supermarket - ✅ All products added - ✅ Quantities accurate - ✅ Delivery date is correct - ✅ Notes complete

Total Weight Display:

Total Weight: 48.5 kg
Number of Products: 3
Estimated Size: Medium Load

Step 7: Create Delivery

  • Click "Create Delivery" button
  • Confirmation message appears
  • Redirected to delivery details
  • Email notification sent

After Creation

What Happens Next?

  1. Delivery Created: Initial status set
  2. Confirmation Email: Sent to your email
  3. Dashboard Updated: Metrics refreshed
  4. Print Available: Receipt can be generated

Immediate Actions

View Delivery - See all details - Print receipt - Download PDF

Edit Delivery - Modify products - Change quantities - Update date - Edit notes

Track Status - Monitor progress - Update as needed - Mark delivered

Bulk Delivery Creation

Creating Multiple Deliveries

Same Products, Different Locations: 1. Create first delivery 2. Click "Duplicate" 3. Change supermarket 4. Adjust quantities if needed 5. Create

Import from CSV (Coming Soon): - Upload CSV file - Map columns - Bulk create

Validation Rules

Required Fields

  • ❗ Supermarket/Location
  • ❗ At least one product
  • ❗ Quantity > 0
  • ❗ Delivery date (future)

Optional Fields

  • Notes/Instructions
  • Special handling
  • Contact information

Common Errors & Solutions

"Supermarket Required"

Problem: No location selected Solution: Choose supermarket from dropdown

"No Products Added"

Problem: Product list empty Solution: Add at least one product

"Invalid Quantity"

Problem: Quantity is 0 or negative Solution: Enter positive number

"Past Date Not Allowed"

Problem: Date is today or earlier Solution: Select future date

"Product Not Found"

Problem: Product no longer exists Solution: Choose different product or add new one

Best Practices

Planning

  1. Create in Advance: 2-3 days ahead
  2. Batch Similar: Group nearby locations
  3. Check Inventory: Ensure stock available
  4. Standard Routes: Use regular patterns

Data Entry

  1. Accurate Quantities: Double-check numbers
  2. Complete Notes: Include all details
  3. Verify Location: Confirm address
  4. Review Total: Check weight/size

Organization

  1. Consistent Timing: Same day/time when possible
  2. Logical Grouping: By route or region
  3. Clear Naming: If custom fields added
  4. Tag Categories: Use labels/tags

Advanced Features

Delivery Templates (Coming Soon)

  • Save common deliveries
  • Quick recreation
  • Standard orders

Recurring Deliveries (Coming Soon)

  • Set schedule (weekly/monthly)
  • Auto-create deliveries
  • Manage subscriptions

Route Optimization (Coming Soon)

  • Suggest optimal order
  • Minimize distance
  • Save fuel costs

Mobile Creation

Create on Mobile

  1. Tap "+" button
  2. Select supermarket
  3. Add products (touch-friendly)
  4. Pick date (mobile calendar)
  5. Add notes
  6. Tap "Create"

Mobile Tips: - ✅ Portrait mode recommended - ✅ Use autocomplete - ✅ Voice input for notes - ✅ Photo of packing list

Need Help?

  • Video Tutorial: Watch guide
  • Live Chat: Bottom-right corner
  • Email: support@wallmarkets.org
  • Contact: Get Support

Ready to create a delivery? Start Now

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