February 01 2021

Running a Successful Delivery Business: ⅓ - Running your ideal Business

Image sourced from: https://ozonetel.com/blog/2019/03/01/workforce-management-in-the-call-center/

In the past few weeks, we covered the 3 keys to running a successful Delivery Operation; saving time, money and ensuring your business rules are stuck to by your team and customers.
This week, we’re looking into Business Rules, the importance of enforcing them and how our Delivery Software can ensure you know how your teams are working, even when you can’t oversee them everyday.

__Your Ideal Work Environment __

Knowing that all of your team members are working how you know your business works means operations run smoothly, errors and issues are minimised and day-to-day operations run smoothly, while long-term goals for growth are met. Having to oversee all activities on a daily basis takes valuable time and effort from your schedule, and your teams will spend more time fire-fighting avoidable problems.
We designed RouteMagic with this in mind, and so the System lets you define your preferred ways of working, and enforces these rules so you don’t have to remind your teams and oversee daily tasks.

How does RouteMagic enforce these rules?

RouteMagic offers 3 levels of Control. Define your rules using simple but thorough checklists and sit back, knowing your rules will be followed:

1. Company level

You can choose from over 50 rules and settings which define how orders, invoicing/payments, forward orders and inventories are managed, and which actions different team members can or cannot take. Choose whether you want to allow forward orders to be taken, whether you want invoices to be reviewed before being confirmed and ready for billing, automatic emails to be sent if a vehicle inspection is failed, allow standing orders to be created and whether or not you want reports concerning deliveries to await approval from office teams when your drivers take certain actions.

company rules - ideal business environment

2. Employee level

This level of control is specific to your Drivers - You can setup multiple profiles for different levels of control (long-term versus temp drivers for example) and you can choose to enforce signatures for actions taken, allow/restrict manual van loads, allow/resrict drivers to take cash payments, add new customers, skip deliveries or enable stock taking. These rules are passed onto the handheld profiles used by drivers, so the app enforces or restricts actions depending exactly on how you choose to let them work.

employee management

This avoids your drivers making mistakes or straying from the way you would like them to work, and having multiple profiles setup with different permissions/restrictions helps you to get new drivers trained to their own workflow, while letting other workers continue to work as they are used to.

3. Customer level

customer control

The above shows the different levels of customer set-up, which defines how you want each customer to be services, based on both your and their preferences.
Van Sales Schedules can be set up, so your planning teams and drivers know how often a customer requires deliveries. Standing orders can be set up, price lists can be applied (either on a seasonal/specific customer basis, or both), driver messages can be customised (to remind drivers to push certain items/deliver to a discreet location etc.). You can also setup rules for each customer, so their invoicing/payment preferences are enforced, and end-of-site surveys remind drivers to take the appropriate security measures have been met when at the customer’s premises. (These surveys can be customised to ask drivers whatever you like).

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