Select the day, user, and the activity types that you want to display in the delivery wizard and that you want to show up on the reports.
Select the reports that you want to view at the bottom left of the Delivery Wizard
- The Route Summary Report shows details about the selected activity types in the order that they are scheduled for that person.
- The Load Summary Report shows the # of cases & eaches by flavor for each delivery for that day.
- The Activity Sheet shows details about the group, contact, fundraiser and the last 5 activities related to the group
- Clicking on Invoices will generate an invoice for each delivery for that day that is assigned to the selected driver
To view the details of an item in the Delivery Wizard, click once on the activity to the left and it will display information on the right. For delivery activities it will show details about the related invoice.