How It Works
Once a delivery checklist is created, it should be assigned to specific customers or merchants.
After assignment, the checklist is applied to orders being delivered to those customers, or to all customers under the selected merchant(s).
During execution, drivers will see and complete the checklist through their app as part of the delivery process.
Important Note
Even if a delivery checklist is configured as required, it is only applied within non-return workflows (Standard and Merchant workflows) for orders of the relevant customers or merchants.
It is specifically relevant to delivery shipments within these workflows and does not apply to pickup or transfer shipments.
Assigning Delivery Checklists to Customers
Once a delivery checklist is created, assigning it to specific customers ensures it applies only to their orders during delivery. This helps tailor delivery requirements based on each customer’s operational needs.
Note: The list of customers available for selection includes only those with profiles already created in the Customers page of your workspace.
Assigning Delivery Checklists to Merchants
Delivery checklists can also be assigned to specific merchants to ensure they apply to all orders associated with those merchants.
This is useful when managing deliveries on behalf of a merchant, allowing you to enforce consistent delivery requirements across all their customers.
Note: This option is only relevant if you are delivering on behalf of merchants and have the vendor management add-on enabled as part of your use case.
Additional Notes
Delivery checklist assignments to customers or merchants can be edited at any time to reflect operational changes.
Delivery checklist assignments to customers or merchants can also be configured during the checklist creation process.
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