Delivery Status Workflow

Configure the workflow for delivery status updates and transitions.

Overview

Define how deliveries move through different statuses, who can update them, and what triggers notifications.

Page Layout

• Status Configuration - Define delivery statuses
• Transition Rules - Who can change what
• Notifications - Alert settings
• Save button - Save configuration

Default Statuses

Status	Description
Pending	Delivery created
For Truck Load	Ready for pickup
In Transit	On the way
Delivered	Arrived at destination
Received	Confirmed receipt
Completed	All items accounted for
Cancelled	Delivery cancelled

Common Tasks

Adding a Status

1. Go to Settings → Workflow → Delivery Status
2. Click Add Status
3. Enter:
   • Status Name
   • Color - For visual identification
   • Description
4. Save

Configuring Transitions

Define allowed status changes:

1. Select source status
2. Add allowed next statuses
3. Set who can make transition
4. Save

Example:

• "Pending" → "For Truck Load" (Warehouse staff)
• "For Truck Load" → "In Transit" (Driver)
• "In Transit" → "Delivered" (Driver)

Setting Notifications

1. Go to Notifications section
2. Configure alerts for:
   • Status changes
   • Delivery arrival
   • Issues/delays
3. Select recipients
4. Save

Status Flow Diagram

Pending → For Truck Load → In Transit → Delivered → Received → Completed
                                              ↓
                                         Cancelled

Role-Based Permissions

Role	Can Update
Warehouse	Pending → For Truck Load
Driver	For Truck Load → In Transit → Delivered
Receiver	Delivered → Received
Admin	Any status

Tips

• Logical Flow - Make transitions intuitive
• Clear Names - Use understandable status names
• Restrict Access - Control who changes what
• Track History - Keep status change log
• Automate - Use triggers where possible

Related Pages

• Deliveries - Manage deliveries
• Purchase Request Workflow - PR workflow
• Liquidation Workflow - Liquidation approval

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💡 Note: Well-defined delivery workflows improve tracking and accountability.