How It Works
After being set up, delivery checklists are linked to specific customers or merchants.
They are then included in the delivery flow for orders of these customers or orders related to these merchants, requiring drivers to complete them as part of handling those deliveries.
Example: A retail business requires package condition checks for its customers. Any order delivered to those customers will include a checklist prompting the driver to confirm steps such as verifying package condition.
Important Note
Delivery checklists are only applicable within non-return workflows (Standard and Merchant workflows) and are specifically tied to delivery shipments for orders of the assigned customers or merchants.
They are not applied during pickup or transfer shipments, meaning drivers will only see and complete them at the final delivery stage.
Delivery Checklists in Action
In the Driver App
When configured as required, drivers are prompted to complete the assigned checklist during delivery, selecting the relevant options for each item (instruction / question) as part of the order’s execution.
In the Portal
The delivery checklist is visible within the order’s details page under the Delivery Checklist section from the moment the order is created.
Once the driver completes it, the checklist is updated and displayed as completed, with each item showing the option selected by the driver. This gives operations clear visibility into what was confirmed on-site, directly within the order.
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