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How can I Include Custom Fields in my Delivery Notes
How can I Include Custom Fields in my Delivery Notes

Customizing delivery notes for your drivers

Afian Anwar avatar
Written by Afian Anwar
Updated over a year ago

In this article, I'll explain how to add custom fields (also known as variables) to your delivery notes so that they show up on the driver app. This is particularly helpful if you need to add special instructions such as door codes or additional information such as package weight to each order.

Here's what the process look like:

Suppose your drivers need to be able to see the door code at each delivery so that they can enter the building and safely leave their package inside the lobby, together with the weight and expected delivery time window. You've stored this information in a separate column on your CSV or XLS file under the column names weight, time_window and door_code (parcelizer_yvr_sample-vrp_custom_fields.csv).

To add these fields to the delivery notes, first create a route plan and import the spreadsheet. Next, in the Delivery Notes row, type "weight:" and then click [Add Attribute] to select the weight column. Repeat with "time_window" and "door_code". This dynamically adds these columns into the Delivery Notes field.

Hit [Done] on the bottom right to add the orders to your route plan. Now, when you look at the Order Detail View, you'll see your weight, time window and door code information included in the Delivery Notes field.

These fields will also show up on the driver app once the order is dispatched to a driver. The next time you upload a spreadsheet, Parcelizer will remember the text and custom fields you added to driver notes so you won't need to repeat the process again.

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