Creating and using Runsheets

When handling multiple jobs, you can group them together to make them easier to manage. We call these grouped jobs 'Runsheets'.

Jobs are only in runsheets until they are picked up. Once they have been collected, they are removed from the run sheet.

To add a runsheet, click on 'Job' in the main menu, the 'Add Runsheet'

The first section to fill out are details for this whole runsheet.

Name: The display name for the runsheet. This is what the driver will see.

Group Name: This is a way to sort your runsheets. If only affects the runsheet list in the admin site.

Pickup date: The date for the runsheet. This will change the dates for all jobs added to the runsheet to match.

Driver: The driver allocated to the runsheet. Drivers will need to have an account already. All the jobs in the runsheet will be allocated to this driver.

Deliver to: The delivery address for the runsheet. All jobs added to the runsheet will have their delivery address set to this location.

Once you have chosen a delivery location, you can add jobs to the runsheet. Available jobs are on the right, and jobs in the runsheet are on the left. Available jobs are available to be added to a runsheet if they:

1: Are "Available for Pickup"

and

2: Aren't on another runsheet

and

3: Are eligible for delivery to the region of the delivery location

Use the 'add' button to add a job to a runsheet. You can also change the order of jobs in a runsheet by dragging them up and down with the 'domino' icon (the six dots).

When you click “save and close”, you will be returned to the Runsheet list and the runsheet we be visible to the chosen driver.

If you need to change the delivery location of a runsheet, you will need to remove the jobs first, so that jobs for the correct delivery location can be shown.