Create & Fulfill Instant Delivery Orders
Step-by-step guide to creating delivery orders, logging jar drops, recording empty returns, generating UPI payment QR codes, and tracking order statuses.
The Create Delivery feature allows shop owners to schedule, dispatch, and track instant jar orders for delivery drivers, complete drops, collect on-spot payments, and generate digital delivery slips.
1. Steps to Create a Delivery Order
Follow these steps to schedule a new delivery order:
- Open Create Delivery Screen: From the main menu, click Create Delivery.
- Select Customer: Search and choose the customer name from your route list.
- Select Products & Quantities: Choose the jar product (e.g. 20L Chilled Water Jar) and quantity ordered (e.g. 5 jars).
- Set Order Status: Select Pending (if dispatching to a delivery boy) or Delivered (if already delivered).
- Save & Dispatch: Click Create Delivery Order. The order is instantly assigned and sent to the driver's route list!
2. Fulfilling & Completing a Delivery
When delivery boys or staff complete a drop on the route:
- Tap Pending Order: On the mobile app or dashboard, tap Complete Delivery next to the pending customer order.
- Record Delivered Jars: Enter the actual number of full jars delivered (e.g. 5 jars).
- Record Returned Empty Cans: Enter the empty cans collected back from the customer (e.g. 4 empty cans).
- Collect Payment: Select payment type (Cash, UPI QR, or Add to Monthly Bill) and enter amount received.
- Add Optional Note: Type delivery notes (e.g. Left near security gate).
- Submit & Update: Click Save Delivery. The order status marks as Delivered and customer inventory updates instantly!
3. Order Statuses Explained
PaniHisab tracks orders through 4 distinct statuses:
- Pending (Yellow): Order created and dispatched to delivery boy, awaiting dropoff.
- Delivered (Green): Delivery completed, jars delivered, and empty cans recorded.
- Partial (Blue): Customer requested partial delivery (e.g., delivered 3 jars out of 5 ordered).
- Cancelled (Gray): Delivery cancelled due to customer closed shop or rescheduling.
4. Delivery Slips & On-Spot UPI QR Code
PaniHisab provides instant digital proof of delivery and payment collection tools:
- On-Spot UPI QR Code: When completing a delivery, drivers can show a live GPay/PhonePe UPI QR code on their phone screen so customers scan and pay instantly.
- Digital Delivery Slip: Tap Print / Download Slip to generate a digital delivery receipt with date, delivered jars, empty returned cans, and net balance.
Create Delivery Form Fields Reference
Quick reference guide for order creation fields:
| Field Name | Example Input | Purpose |
|---|---|---|
| Customer Name | Ramesh Bhai Patel | Recipient of the water delivery drop |
| Product & Quantity | 5 x 20L Chilled Jar | Specific jar item and count ordered |
| Delivered vs Returned | 5 Delivered / 4 Returned | Logs full cans dropoff and empty cans pickup |
| Payment Type | Cash / UPI / Credit | Specifies on-spot payment or monthly billing |
Frequently Asked Questions
What is the difference between Daily Entry and Create Delivery?
Daily Entry is for fast 1-tap logging after deliveries are made. Create Delivery is used for scheduling pending orders, assigning orders to drivers, and generating instant delivery slips with UPI QR codes.
Can a driver collect partial payment for an order?
Yes! Drivers can select 'Cash' or 'UPI', enter the partial payment received (e.g. ₹200 paid out of ₹500 bill), and the remaining balance automatically rolls into the customer's monthly credit account.
How does a driver view pending orders?
Drivers log into the PaniHisab mobile app, tap 'Create Delivery / Orders', and see a real-time list of all pending orders assigned to their route.
Next Step Guide
Learn how to send 1-click WhatsApp bills and PDF invoices.