Using Smart Search in DeliveryTrax

KB Article #7167

Quickly learn information about an invoice using the Smart Search bar at the top of any page. 

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To search DeliveryTrax using Smart Search: 

1. Type the invoice number in the search bar from any page.
   
2. Click the magnifying glass to start the search. 
3. The invoice appears in the search results.
   
   Information provided includes:
   • Invoice number
   • Status
   • Date Created
   • Date Printed
   • Total Amount
   • Applicable notes
   • Name and address of stop
   • List of parts, including part number, description, quantity, and price 

• From here, you can: 

  • Assign the invoice to a route. 
    1. Click Assign to Route to assign the invoice to a route.
       
    2. Choose the route from the Select a Route drop-down and click Assign
       
    3. The status updates to Assigned to Route and the options on the right adjust accordingly. 
  • Click Go to Unassigned Page to navigate to the Unassigned Invoices queue.
    
  • Click View History to view the invoice history.
    

• From here, you can: 

  • Click View Route to track the route.
    
  • Click View History to view the invoice history.
    
  • Click Manifest to print the manifest.
    

• From here, you can:

  • Click View History to view the invoice history.
    
  • Click Manifest to print the manifest.
    
  • Click Send Proof of Delivery to send proof of delivery to the customer. 
    
    1. Enter the customer's Email Address or Phone Number in the provided field
       
    2. If desired, check the Send for every delivery box to send proof of delivery to the customer every time.
       
    3. When ready, click Send. 
    4. Shops will see details of the parts/invoices delivered and a signature or photo capture of the order.