Proof of delivery (POD) is used to get verification by your driver’s upon the completion of an order. Proof of delivery is configured in the web app and performed by the drivers in their mobile app. This article explains how to enable and perform proof of delivery.
| Who can use this feature | |
| Pro and Custom plans | |
| Users that have administrator privileges | |
| All regions | |
Setting up proof of delivery
You can configure your POD settings based on:
- Order type – Delivery, Task, or Pickup
- Order status – Completed, Failed
- Proof type – Photos, signature, or note.
To set up proof of delivery:
- Go to Administration→ Settings→ Proof of Delivery
- Choose the types of proof of delivery you want by using the dropdown to select “enable” based on the order type and status
Once enabled you can also decide if a particular proof of delivery method is required or not by checking the box “Required”.
| If proof is required, the driver won't be able to complete the order without completing the required details. |
Proof of delivery types
| Type | Definition | Notes |
| Photo | Asks the driver to take a photo or upload one from their photo gallery*. |
Drivers can take up to 20 photos. In the driver app configuration, you can restrict drivers from using photos from their gallery. |
| Signature | Asks the driver to get a signature on their phone. | The customer can draw their signature directly on the driver’s touch screen phone. |
| Note | Asks the driver to write a note. | Drivers can enter up to 5000 characters in the "Notes" field. |
| Barcode | Asks the driver to scan a barcode. | This option does not appear in the proof of delivery screen and is automatically enabled as soon as a barcode is added to an order. Learn more about barcode scanning here. |
Performing proof of delivery in driver app
Once proof of delivery is configured in the web app, then drivers will be prompted to provide proof of delivery when they complete, fail, or reject an order.
Performing proof of delivery
To perform proof of delivery:
- Go to your OptimoRoute driver app
- Go "On duty"
- Click “Start service”
- Click “Complete” or “+Add”
You’ll be automatically taken to the proof of delivery input where you can:
- Fill out proof of delivery steps
- Slide to complete
Once an order is completed, completed fields will be shown on the "Order Details" screen.
Editing proof of delivery
If you want to edit proof of delivery after it has been submitted:
- Go to your to-do list
- Under “Completed” you can find the order you want to edit and click
- Click “Edit” under the proof of delivery tab
- Make your changes
- Slide to complete
Viewing POD details in web app
You can view POD information by double clicking an order in two places:
- Order grid in "Live", or
- Plan History in "Analytics"
An order details window will pop up containing all POD information, as well as specifics about the orders completion.
API integration
To retrieve order completion information, along with the captured POD, users should make a following API call: get_completion_details
Retrieved information from the call matches the information that is in the Planned vs. Actual file report Driver’s notes, photos, and signatures will be provided in .png format. Learn more about using our API to retrieve POD information here.
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Need more advanced forms? Custom POD forms are available in Custom plans. Contact support for more information. |