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HOW-TO GUIDE

AUTOMATE ORDER MANAGEMENT

Managing orders efficiently is crucial for delivering top-notch service and keeping your customers satisfied. When orders get mixed up, tracking becomes inconsistent, or fulfillment is delayed, the entire operation suffers. With Mapline, you can streamline your order management process, ensuring that orders are captured accurately in the field, optimized for delivery, and seamlessly integrated with your sales and logistics operations. By monitoring order fulfillment status in real-time, you can keep everything on track and deliver a consistently excellent customer experience.

CAPTURE ORDERS IN THE FIELD

When your drivers are out in the field, they often encounter customers who want to purchase additional products or request new services. With Mapline, capturing these orders is straightforward. Drivers can use a custom order form to input order details on the spot, ensuring that nothing gets lost or delayed.

Once the order is submitted, it is automatically routed to the appropriate team for processing, and the driver can instantly share the expected delivery date with the customer. This real-time order capture not only speeds up the fulfillment process but also enhances customer satisfaction by providing immediate service and communication.

OPTIMIZE ORDER-TO-DELIVERY SCHEDULES

Once an order is captured, the next step is to schedule its delivery. With Mapline, you can optimize order-to-delivery schedules by analyzing your existing orders and finding the most efficient delivery times. Whether the order needs to be delivered within a specific window or can be scheduled at any time within the next week, Mapline will identify the best day based on current routes, delivery windows, and other scheduled orders.

This optimization ensures that all orders are delivered promptly and efficiently, reducing unnecessary travel and ensuring that your customers receive their orders when it’s most convenient for them.

INTEGRATE SALES AND DELIVERY LOGISTICS

Sales and delivery teams must work hand-in-hand to keep operations running smoothly. With Mapline, you can integrate your sales and delivery logistics, allowing sales reps to close deals in the field and instantly send the details to dispatch.

As soon as a sale is closed, Mapline automatically routes the order and adds it to the delivery schedule, ensuring that no time is lost in getting the product to the customer. This integration also works both ways—drivers can submit leads or upsell opportunities they encounter during deliveries, keeping the sales team informed and engaged.

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Pro Tip: Use Mapline forms to empower your drivers to report on any customer issues they encounter during deliveries. Whether it’s feedback for marketing or a product defect that needs to be addressed by upper management, this real-time communication keeps your entire team informed and responsive.

MONITOR ORDER FULFILLMENT STATUS

Maintaining a clear view of your order fulfillment status is essential for providing excellent customer service. With Mapline, you can monitor the status of each order in real-time, from the moment it’s placed to the moment it’s delivered.

By creating custom dashboards and interactive maps, you can track the progress of all active orders, quickly identify any issues, and ensure that everything is on track for timely delivery. This level of visibility allows you to address any potential delays or problems before they impact your customers, ensuring a smooth and efficient fulfillment process.

Have questions? Want to see any of these in action?