• Canceling routes

  If you ever program a route for the wrong user, you can easily delete it. To do so, simply follow these steps: | Important: You can only cancel a route if the assigned user hasn’t completed any sales or deliveries yet. To cancel a route, go to Manage sales and delivery routes, then click on the route you wish to cancel, and click on Cancel. The orders aFew readers

• Operational status of orders and products

  || To keep a better track of your presales orders, Handy shows you each order's operational status. Operational Status In Handy, orders can have different operational statuses, depending on where in the distribution process they currently are: Pending delivery This status appears when a persales order is created It can also appear when a delivery attempt was unsuccessful API answer:operativeStatus: "PENDING_DELIVERY" On route Orders and their correspondingFew readers

• Change payment type on deliveries

  | Enabling this setting allows you to prevent users from entering the wrong payment type when registering a delivery. When completing a delivery in the Handy app, you can select the payment type by clicking on the $ symbol at the top of the screen: This will let you choose between cash and credit: ![](https://storage.crisp.chat/users/helpdesk/website/-/6/3/8/6/638654c45Few readers

• Sales and delivery routes

  Assigning a load to a user, whether it's for route sales, delivery, or both 🚛 To create a new sales or delivery route, click on the following button: After clicking, you'll see the following screen: This screen has two very important elemeFew readers

• How to complete a delivery

  Completing deliveries using Handy is very simple. You can view your programmed deliveries by clicking on the Activity screen and selecting the Scheduled Deliveries icon: Now, select the delivery you're interested in. That will open the delivery's usual screen, where you'll see a breakdown of the products assigned to that delivery. ![](https://storage.crFew readers

• User guide for delivery tracking through the web portal

  | In Handy's web portal, you'll be able to see all information related to how your mobile users are managing deliveries. Delivery Tracking In this screen, you can view the delivery history, as well as filter this information by user, zone, or delivery results. You can also download an Excel file with details on each delivery by clicking on Download. |Few readers

• Block delivery rescheduling

  | This feature will allow you to have more control over your deliveries and how they're managed in the mobile app. You can find this setting in Settings, then Deliveries. Usually, when you have a delivery in the app, and it's not completed, the system allows you to reschedule it for another time. This might not be ideal for you if you want to have more coFew readers

• Block deliveries when the client has an overdue balance

  | Handy gives you the option to block deliveries if the client has an overdue balance. Credit days When editing the client's details, you must define the number of credit days they’ll have. These days start counting from the moment a credit delivery is made. Important: If you don't define this information and keep it as zero, it's considered as N/A in reportFew readers

• Delivery results

  | Delivery results for day-to-day route deliveries are essential to evaluate your company's distribution process and maximize customer satisfaction. The delivery results report can help you optimize routes, control inventory, analyze costs, and detect problems early on. Overall, the breakdown of these results can help you guarantee on-time delivery, increase customer loyalty, and increase your company's profits. ****🔴 These results will impact your delivery metrics and are manually selected byFew readers

• Notify clients when a delivery is completed

  | Would you like your clients to get a copy of the delivery information? Handy can help you with that! Just follow these simple steps. In Handy's web portal, go to Settings > Notifications > Sending emails to clients, then select Deliveries. To define which emails will receive this information, go to the client's details and click on Edit: Then, click onFew readers

• Changes to deliveries

  | With Handy, you can edit delivery attempts if you made any mistakes when registering a delivery, or if your client requested any last-minute changes. To edit a delivery, the mobile user must have completed their route in the mobile app, and the route must **not **yet be closed in the web portal. When a route is in this state, in the web portal, go to the route details, and you'll see the following button: ![](https://storage.crisp.chat/users/helpdesk/website/-/6/a/a/d/6aad43aa0e174000/5e009Few readers