Mobile App Delivery Tutorial

Overview#

The mobile app opens in a browser on a mobile device or desktop computer. It links to the same database as BOS Professional.

If you are linked to more than one database, you select one when you sign in.

Delivery lists the Delivery Notes assigned to you and captures proof of delivery on the spot. You need the Digital Delivery Notes - Access Allowed setting to open it.

💡These tutorials explain how to deliver, complete and view Delivery Notes on the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to Deliver and Capture a Signature#

1. Sign in to the Mobile App.
2. Tap Delivery on the Tile Menu.
3. Tap the Delivery Note on the list and select Deliver.
   • Note: You can also tap Actions (three dots) on the detail screen and select Deliver.
4. Check the customer, order number, address and items on the Confirm Delivery popup.
   • Note: Tap the number of items to hide or show the item list.
5. Enter the receiver's name in Name.
6. Ask the receiver to sign in the Signature area with a finger or the mouse.
   • Note: Tap Clear to erase the signature and sign again.
7. Tap Confirm Delivery (button).
   • Note: The button stays disabled until both a name and a signature are entered.
8. The delivery is confirmed:
   • The Delivery Note's status changes to Complete, so it no longer appears on the list. You do not need to use Set To Complete as well.
   • A delivery confirmation with the receiver's name and signature is saved against the Delivery Note (see How to View the Digitally Signed Document).
   • If the Delivery Note was already signed, the new signature replaces the old one.
   • Note: If "Upload Image failed." appears, the delivery confirmation was not saved.

How to Set a Delivery Note to Complete#

1. Sign in to the Mobile App.
2. Tap Delivery on the Tile Menu.
3. Tap the Delivery Note on the list and select Set To Complete.
   • Note: You can also tap Actions (three dots) on the detail screen and select Set to Complete.
   • Note: This option is disabled if the Delivery Note is already Complete.
4. Tap Confirm (button) on the Confirmation popup.
5. The Delivery Note no longer appears on the list.

How to Edit the Note#

1. Sign in to the Mobile App.
2. Tap Delivery on the Tile Menu.
3. Tap the Delivery Note on the list and select View Detail.
4. Tap the pencil icon on the Note card.
5. Edit the text in Note on the Edit Note popup.
6. Tap Save (button).

How to View the Digitally Signed Document#

1. Sign in to the Mobile App.
2. Tap Delivery on the Tile Menu.
3. Tap the Delivery Note on the list and select View Digitally Signed.
   • Note: You can also tap Actions (three dots) on the detail screen and select View Digitally Signed.
   • Note: This option is only available once the Delivery Note is signed.
4. The Digitally Signed popup shows the signed delivery confirmation.
5. Tap Close (button).

How to Navigate to the Delivery Address#

1. Sign in to the Mobile App.
2. Tap Delivery on the Tile Menu.
3. Tap the Delivery Note on the list and select Navigate.
   • Note: You can also tap the map icon on the Address card of the detail screen.
4. Google Maps opens with the delivery address.