Delivery Plan

A delivery process often requires the involvement of multiple departments or several actions that need to be performed in a given order, which increases the complexity of a delivery process and requires more management. The delivery plan seeks to streamline management and ensure a smooth product delivery process for the buyer.

Linking a delivery plan to a product activates the delivery plan when the product is sold. You can create delivery steps in a delivery plan containing plain text or automatically send an email notification. A delivery step has three statuses(to-do, in progress, completed) and can be assigned to a specific user in the company.

All users assigned to a delivery plan will receive a push and email notification when a new confirmed order activates a new delivery process.

Creating a Delivery Plan

To create a delivery plan, just click the New Plan button to kick things off. Let's break it down step by step for you.

Steps to create a new Delivery Plan

1. Go to the Delivery section and select Delivery Plans.
2. Inside the Delivery Plans area, click on the New plan button.
3. On the left-hand side of the plan editor, provide a name for your Delivery Plan.
4. Enter the Step name, choose the Type, specify the Assignee, and Estimate time to complete the step.
5. In the Description field, provide a detailed description of the Delivery Step.
6. To add multiple delivery steps, simply click on the Add step button and repeat steps 4 and 5 as needed.
7. Click the Link product button, and select the product you want to associate with this plan.
8. Finally, click Save to finish creating your Delivery Plan.

Once you've successfully saved your plan, just click the back arrow to return to the list of Delivery Plans.

Steps to edit an existing plan

1. Head over to the Delivery section and select Delivery Plans.
2. Within the Delivery Plans area, click on the plan from the list of available plans.
3. On the left-hand side of the plan editor, you can now tweak the plan's name.
4. Adjust the Step name, Type, Assignee, or Estimated time, according to your preferences.
5. In the Description field, you can revise the description of the Delivery Step.
6. If you need to modify multiple delivery steps, simply click on the desired step and repeat steps 4 and 5 as necessary.
7. In the Linked Products section, you have the option to either remove or add a new linked product by clicking on Link product.
8. Lastly, click on Save to wrap up the modifications to your Delivery Plan.

Once you've successfully modified your plan, just click the back arrow to return to the list of Delivery Plans.

Fields

Type

When creating a delivery step in a delivery plan, you can select the type of the delivery step. The type will affect how the step will behave and you can select between types To-do and Notification.

To-Do

You can enter custom text with a to-do step, such as leaving instructions, documentation, or other details required to complete the step.

Notification

A notification step automatically sends an email to the emails provided in the step details. The notification is triggered when the prior step has been completed or if there is only one notification step in the delivery plan. In the notification step, you can write text content that is sent in the email.

Use case

We have added a notification step that emails our accounting department when we complete the last to-do step in the delivery plan of all products.

Assigned user

You can assign a user to the delivery step with the to-do type. All users assigned to a delivery plan will receive a push and email notification when a new confirmed order activates a new delivery.

Use case

We have a delivery process that requires us to order equipment for one of our services. In the delivery plan, we have a to-do step assigned to our purchasers, who are immediately notified when an order has been confirmed.

Estimated time

You can add a time estimate in days to every step in a delivery plan. The delivery plan will combine the total estimate and automatically set a delivery due date once an order with a product linked to the delivery plan is confirmed.

Description

Descriptions give you the ability to provide a detailed explanation of the delivery step. The purpose is to offer the assignee comprehensive instructions in case they are required. The description field allows for rich text formatting, including headings and other formatting options, to enhance clarity and readability.

Functions

Link to product

For a delivery plan to automatically activate on a confirmed order, you need to link it to a product.

caution

A Delivery Plan that isn't linked won't be active.