The Box deliveries page and window

Box deliveries lists every box delivery of your branch. It shows only while box delivery is switched on, and only to people with Can see Box deliveries (administrators always). The red number on it is how many are waiting to be scheduled.

Where you find it depends on whether you can see Dispatch:

• You can see Dispatch (dispatchers, administrators): open Dispatch and press the Box deliveries tab (on a phone, the Box Deliveries tile). It isn't in the menu. A link to Box deliveries — from an order or a notification — opens this tab.
• You can't see Dispatch (for example sales): Box deliveries is in the menu down the left.

The tabs

Search by number, name, phone, email, street or order number. Double-click a row (or press Enter) to open it.

The box delivery window

It opens over whatever you are on, like an order; several can be open, and – puts one in the dock.

• Customer & address — who and where, the source (website, portal, office) and the order it belongs to.
• When & who — Schedule it (a new one) or Reschedule / reassign: the same grid as booking. You can move it or give it to someone else at any time, even the same day and after it is loaded — it leaves the old person's Mover's Portal and shows in the new person's. Back to To schedule takes it off the schedule.
• What goes — Change what goes before it is loaded. The prices are worked out again; the window then shows what is still to charge or what can be given back.
• Money — boxes, delivery, tax, card fees, what was paid and given back. Charge $X… charges what is owed (the first payment, or the difference after adding items) on a card on file or a new card. Give back… on a payment refunds part or all of it; a payment that hasn't settled yet can only be given back in full (it is voided).
• Notes for the deliverer — what they see on the delivery.
• Proof of delivery — the load and unload checklist, the photos, and the signature or "customer not present".
• Log — every step, who did it and when.

Cancel this delivery… asks why and, when it was paid, whether to give the money back in full first.

You need Can manage box deliveries to book, change, charge, refund or cancel. Seeing them needs Can see Box deliveries.

On the calendar

Calendar › Services shows box deliveries beside the estimates, under the person delivering, with their number and status. Press one to open its window. A box delivery counts as busy time when you book an in-home estimate for that person too.