Logistics Manager User Manual for Sales 360

1. System Overview and Core Components

The Logistics Manager is a customized application within your Sales 360 platform, designed to manage the post-sale delivery process, from order assignment to final delivery and signature capture.

2. User Roles and Access

Access is governed by the platform's Profiles and Permission Sets to ensure each user sees only relevant data.

3. Manager Portal: Route and Docket Management

Managers use the primary Sales 360 interface (Desktop or Tablet) to organize and dispatch deliveries.

3.1. Managing Delivery Routes (Custom Object: Delivery Route)

Routes are the geographical or scheduled framework for deliveries.

1. Create New Route: Navigate to the Delivery Route tab and click New.

   • Enter Route Name (e.g., "North Zone AM," "Downtown Express").

   • Set Scheduled Date and optional Notes.

2. View Dockets on Route: The Route record includes a related list showing all Delivery Dockets assigned to it.

3. Edit/Delete: Managers can modify the route details or delete the route (if no active dockets are assigned).

3.2. Creating and Editing Dockets (Custom Object: Delivery Docket)

Dockets are the manifests used by Delivery Boys.

1. Create New Docket: Navigate to the Delivery Docket tab and click New.

   • Assign Delivery Boy: Link the Docket to a platform User with the "Delivery Boy" role.

   • Assign Route: Link the Docket to an existing Delivery Route.

2. Assigning Orders to a Docket:

   • Go to the Docket record detail page.

   • Use the Assign Orders button (a custom action/flow).

   • Select one or more Open Orders (where Delivery Status is "Pending Dispatch") to link to this Docket.

   • Note: An order can only be assigned to one non-completed Docket at a time.

3. Editing a Docket: Managers can modify the assigned Delivery Boy or Route even after creation.

4. Managing Order Status: Managers can update the status of individual orders linked to the Docket if needed (e.g., mark an order as "Customer Unavailable" before the Delivery Boy is active).

4. Delivery Boy Mobile Interface

Delivery Boys use a streamlined mobile interface (e.g., Salesforce Field Service Mobile App or a dedicated Experience Cloud Site).

4.1. Accessing Assigned Work

1. Upon login, the Delivery Boy is directed to a list of their Assigned Dockets with the status "Pending."

2. Click on a Docket to view the details, including the linked Route and a related list of all Orders to be delivered.

3. A map view component should display the optimal route based on the Orders.

4.2. Updating Status and Completing Delivery

The status of the Docket and its Orders must be updated sequentially.

4.3. Signature Capture (Proof of Delivery)

1. This action is only available when the Order Status is set to Delivered.

2. The Delivery Boy clicks Capture Signature (Custom Action).

3. The mobile interface opens a signature pad.

4. The captured signature is saved as an Attachment/File record, linked directly to the specific Order record and the main Delivery Docket.

5. Reports and Administration

5.1. Dashboard and Reporting

Access the Logistics Dashboard (built using standard Sales 360 reporting tools) for key metrics:

• Total Dockets: Filterable by status (Pending, Confirmed, Delivered).

• Delivery Boy Performance: Reports on the number of successful deliveries per Delivery Boy.

• Route Efficiency: Time taken to complete deliveries by Route.

5.2. Docket PDF Generation

• On the Delivery Docket record, click the Generate PDF button (a custom action/Visualforce page).

• This creates a printable PDF manifest showing the Docket ID, Delivery Boy, Route, and a detailed list of all Orders contained within, including customer name and address.