Delivery executive

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Overview

• Add and manage delivery executives
• Assign delivery executives to orders
• View orders assigned to each executive
• Export the delivery executive list

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Prerequisites

• The Delivery Executive module must be enabled.
• You need permission to manage Delivery Executives.

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Step-by-Step Actions

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1. Open Delivery Executive

1. Click Delivery Executive in the left sidebar.
2. The Delivery Executive page opens with a list of executives.

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2. Add a new delivery executive

1. Click Add or Create.
2. Enter:
   • Name
   • Phone number
   • Email (if needed)
   • Any other required fields
3. Click Save or Create.

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3. Edit a delivery executive

1. Find the executive in the list.
2. Click Edit.
3. Update the details.
4. Click Save.

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4. Assign a delivery executive to an order

1. When processing a delivery order (usually from POS or Orders page):
   • Look for Assign Delivery Executive or a similar option.
   • Select the executive from the dropdown.
   • Save.
2. The executive will see or receive the delivery order.

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5. View orders for a delivery executive

1. On the Delivery Executive page, click an executive or View orders.
2. See the list of orders assigned to that executive.
3. Use this to track delivery workload and status.

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6. Delete a delivery executive

1. Find the executive.
2. Click Delete.
3. Confirm when asked.
4. Do not delete if they have active deliveries.

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7. Export the list

1. If an Export button is available, click it.
2. The list is downloaded (e.g., as Excel).

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Common Mistakes and How to Avoid Them

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End Result

• Delivery executives are set up.
• Orders can be assigned to the right delivery staff.
• You can track who is responsible for each delivery.