Deliveries
1. Pre-Delivery Preparation
- Cross-check delivery date and time with the schedule.
- Contact relevant parties to confirm availability.
- Document any changes or agreements.
- Set reminders for the delivery time.
- Double-check the address against the order details.
- Confirm recipient's name and phone number.
- Update any discrepancies in the delivery system.
- Communicate changes to the delivery team.
- Gather required permits for transportation.
- Confirm all necessary documents are signed.
- Organize paperwork in a designated folder.
- Verify that copies are available in the vehicle.
- Review inventory list against order details.
- Count items physically to ensure accuracy.
- Report any discrepancies to the warehouse team.
- Prepare items for loading based on availability.
- Create a packing list detailing all items.
- Generate shipping labels with correct information.
- Attach labels securely to packages.
- Ensure packing list is included with the shipment.
- Clean the vehicle interior and exterior.
- Check for any debris or obstructions.
- Ensure all compartments are accessible.
- Confirm fuel levels are adequate for the trip.
- Inventory all required equipment before departure.
- Inspect tools and equipment for functionality.
- Load equipment securely in the vehicle.
- Ensure emergency tools are easily accessible.
- Use GPS or mapping software to plan the route.
- Identify any potential traffic issues or detours.
- Print or save route details for reference.
- Share route information with the delivery team.
- Review order notes for special handling requirements.
- Label items that need special attention.
- Communicate instructions to the delivery team.
- Prepare appropriate materials for safe transport.
- Inspect tire pressure and tread depth.
- Test brake functionality and responsiveness.
- Check all vehicle lights and signals.
- Document any issues and address them immediately.
- Hold a pre-delivery meeting with the team.
- Discuss delivery expectations and challenges.
- Provide copies of delivery documentation.
- Answer any questions from the team.
- Check packaging materials for durability.
- Ensure items are cushioned and sealed properly.
- Label fragile items clearly.
- Conduct a final inspection before loading.
- Draft notification emails or texts for the customer.
- Include delivery time, date, and contact details.
- Print or save communication materials for reference.
- Ensure team knows how to reach the customer.
- Review payment terms and methods with the customer.
- Verify that invoicing is set up correctly.
- Communicate payment expectations to the team.
- Document any special billing instructions.
- Go over customer requests noted in the order.
- Confirm with the customer if needed.
- Communicate any special requirements to the team.
- Document any changes to standard procedures.
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