Adding Additional Crew to a Delivery/Pickup Record
Updated 4 weeks ago
By default, Delivery/pickup jobs can only have one Driver assigned to it, but in situations where you have multiple drivers, or staff going out on site for Delivery, Pickup or a Service, you will want to make use of the Crew Management module.
To start with, you'll need to create a new Shift for Delivery and another for Pickup.
- Go to HR > Shifts and create a new Shift. make sure the Delivery schedule checkbox is ticked.
- Then, create another new shift, with the Pickup schedule checkbox ticked.
- Now, open up an invoice that has Delivery/Pickup required, and scheduled.
- Go to Extras > Crew management and create a new Crew job, and assign one of the Shifts you created.
After that, any Delivery or Pickup job with a staff member will cause them to show up against the Delivery/Pickup entry in the Sales/Hire > Delivery/Pickup schedule screen" when previewed at the top right as "Crew".