Viewing a Completed Route's Details in DeliveryTrax

KB Article #7147

You can view details of a route once it is finished. 

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To view a completed route's history: 

1. Click Route History from the left side panel.
   
2. Click the Routes Completed tab.
   
3. Find the route in the list and click View Route Details.
   
4. The route history displays.
   

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Understanding the Route Details

Click an option below to get started:

• The left panel displays route details. From here, you can: 

  • View specific route information, including:
    
    • Route name
    • Date route shipped
    • Number of stops on the route
    • Total Invoice value on the route
    • Number of parts shipped 
    • Total number of miles 
    • Total time spent on the route.
  • Print the manifest.
    
  • View specific stop details, such as:
    
    • Stop number
    • Invoice number
    • Shop name
    • Delivery Status

• To view more details about an individual stop, click on it from the list in the left panel. 

  • 

    The Invoice Details tab displays the stop name and address as well as the following details: 

    • Invoice number
    • Stop name
    • Stop address
    • Charge Type
    • Who filled the invoice
    • Route
    • Driver
    • Notes
    • Map of the route
      • Click Optimized Route to see the optimized route.
        
      • Click Driver Route to see the route that was actually taken by the driver.
        

    Additionally, this tab allows you to: 

    • Add notes to the invoice. 
    • Send proof of delivery. 

  • 

    The Parts List tab provides the following details: 

    • Quantity
    • Part number
    • Description
    • Price
    • Discrepancies, if applicable
    • Total price of invoice

  • Note: If not applicable, this tab appears blank.
    

    The COD tab displays the following details about Cash on Delivery (COD) stops: 

    • COD payment type
    • Invoice number
    • Who it is from
    • Total amount paid
    • Total amount invoiced
    • Notes, if applicable
    • COD image, if applicable

  • The Signature tab shows the signature collected upon delivery. It also includes the person's name, date, and time of signature.
    

    Note: If no signature is available, this tab states, "No signature image available," and provides the date and time of delivery. 
    

  • The Photos tab displays the photo taken of the delivered part, if required. 

    Note: If photos are not required at delivery, this tab does not appear.
    

  • The Cashier tab provides details when cash is requested upon delivery.
    

    It provides the following information: 

    • Who signed for delivery
    • Amount collected
    • Date of delivery/collection
    • Delivery signature

  • The Timeline tab provides the processing steps the invoice followed, from newest to oldest.