Delivery Trip
Overview
Delivery Trip – Business Overview
Delivery Trip is a business document in Dafater used to plan, manage, and monitor the physical delivery of goods from your organization to customers. It helps businesses organize multiple deliveries into a single trip, assign responsibility, and ensure goods reach customers efficiently and on time.
What Delivery Trip Is Used for
In day-to-day operations, Delivery Trip is used to: - Plan and organize deliveries for one or more customer orders - Assign a delivery vehicle and driver to a set of deliveries - Track which items are being delivered, when, and by whom - Ensure accountability for goods once they leave the warehouse - Improve delivery efficiency by grouping deliveries logically
It acts as the operational bridge between warehouse dispatch and customer receipt.
Prerequisites and Setup Before Using Delivery Trip
Before using Delivery Trip, the following should already be in place: - Customer sales orders or delivery documents prepared and approved - Items picked, packed, and ready for dispatch from the warehouse - Delivery personnel (drivers or couriers) set up in Dafater - Delivery vehicles defined, if vehicle tracking is used - Clear delivery routes or schedules planned by operations
Having these ready ensures that Delivery Trips are created smoothly and accurately.
Typical Workflow and Business Process Fit
A common business workflow using Delivery Trip looks like this:
Orders Prepared for Delivery
Customer orders are processed, packed, and marked ready for dispatch.Delivery Trip Creation
A Delivery Trip is created to group one or multiple deliveries that will go out together.Assignment
A driver and vehicle are assigned, along with the planned delivery date and route.Dispatch
Goods leave the warehouse as part of the Delivery Trip.Delivery Execution
The driver delivers items to customers according to the trip plan.Completion and Review
The Delivery Trip is marked as completed once deliveries are done, providing visibility into delivery performance.
This process ensures structured delivery operations and reduces missed or delayed shipments.
Key Business Scenarios Where Delivery Trip Is Essential
Delivery Trip is especially valuable in the following situations: - Businesses making multiple customer deliveries in a single day - Distribution companies managing their own delivery fleet - Retailers delivering goods directly to customers - Wholesalers handling bulk or route-based deliveries - Any operation needing visibility and control over outbound logistics
It is particularly useful when delivery efficiency and accountability are critical.
Important Considerations for Users
- Accurate Grouping: Only include deliveries that logically belong together in one trip to avoid confusion or delays.
- Clear Responsibility: Always assign the correct driver and vehicle to ensure accountability.
- Timely Updates: Mark the Delivery Trip as completed promptly after deliveries to keep records accurate.
- Customer Impact: Delays or errors in Delivery Trip planning directly affect customer satisfaction.
- Operational Review: Completed Delivery Trips can be reviewed to improve routing, scheduling, and delivery performance.
Summary
In Dafater, Delivery Trip is a vital operational document that helps businesses manage real-world delivery activities efficiently. It ensures that goods move from warehouse to customer in a controlled, organized, and accountable manner—supporting reliable service and smooth logistics operations.
Basic Information
- Module: Stock
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | MAT-DT-.YYYY.- | Defines Dafater-generated unique identifier series for delivery trips | |
| company | Company | Link | ✓ | Company | Company responsible for managing and executing this delivery trip |
| emailnotificationsent | Initial Email Notification Sent | Check | - | Indicates whether initial delivery notification email was sent | |
| driver | Driver | Link | Driver | Assigned driver responsible for completing the delivery trip | |
| driver_name | Driver Name | Data | - | Name of the assigned driver for reference and reporting | |
| driver_email | Driver Email | Data | - | Driver’s email address for notifications and communication | |
| driver_address | Driver Address | Link | Address | Registered address linked to the assigned driver | |
| total_distance | Total Estimated Distance | Float | - | Estimated total distance covered during the delivery trip | |
| uom | Distance UOM | Link | UOM | Unit of measurement used for total distance | |
| vehicle | Vehicle | Link | ✓ | Vehicle | Vehicle assigned for executing the delivery trip |
| departure_time | Departure Time | Datetime | ✓ | - | Scheduled date and time for trip departure |
| employee | Employee | Link | Employee | Employee linked to the delivery trip, if applicable | |
| delivery_stops | Delivery Stop | Table | ✓ | Delivery Stop | List of customer locations and stops in this trip |
| calculatearrivaltime | Calculate Estimated Arrival Times | Button | - | Calculates estimated arrival times for all delivery stops | |
| optimize_route | Optimize Route | Button | - | Optimizes delivery route to reduce distance and time | |
| status | Status | Select | Draft, Scheduled, In Transit, Completed, Cancelled | Current operational status of the delivery trip | |
| amended_from | Amended From | Link | Delivery Trip | Reference to original delivery trip if this is amended |
Child Tables
Delivery Stop (Delivery Stop)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| customer | Customer | Link | Customer | Customer receiving goods at this delivery stop. | |
| address | Address Name | Link | ✓ | Address | Selected address record for the delivery stop. |
| locked | Locked | Check | - | Prevents changes to this delivery stop in Dafater. | |
| customer_address | Customer Address | Small Text | - | Formatted customer address details for quick reference. | |
| visited | Visited | Check | - | Indicates whether delivery location has been visited. | |
| delivery_note | Delivery Note | Link | Delivery Note | Linked delivery note fulfilled at this stop. | |
| grand_total | Grand Total | Currency | - | Total delivery value associated with this stop. | |
| contact | Contact Name | Link | Contact | Primary contact person for this delivery stop. | |
| emailsentto | Email sent to | Data | - | Email address where delivery updates were sent. | |
| customer_contact | Customer Contact | Small Text | - | Customer contact details captured for delivery coordination. | |
| distance | Distance | Float | - | Distance to this stop from previous location. | |
| estimated_arrival | Estimated Arrival | Datetime | - | Planned arrival date and time at stop. | |
| lat | Latitude | Float | - | Geographic latitude of delivery location. | |
| uom | UOM | Link | UOM | Unit of measure for distance or quantities. | |
| lng | Longitude | Float | - | Geographic longitude of delivery location. | |
| details | Details | Text Editor | - | Additional delivery instructions or notes for this stop. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Stock User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Delivery Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Fulfillment User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Delivery User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Expense Claim | Linked from | HR |
| Address | Links to | Contacts |
| Company | Links to | Setup |
| Delivery Trip | Links to | Stock |
| Driver | Links to | Setup |
| Employee | Links to | Setup |
| UOM | Links to | Setup |
| Vehicle | Links to | Setup |