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Maintain delivery assistants
When to use it
Use this guide when you need to maintain delivery assistants.
Before you start
- Open Delivery Assistants from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
Delivery assistant records are maintained for route assignments.
People, owner and vehicle records supply delivery planning details and can be linked to routes or expenses.
Steps
- Open Logistics → Delivery Assistants and choose Add Delivery Assistant.
- Enter name, phone, email, password when requested, and status, then select Save.
- Use Edit to correct an existing assistant.
- Use Delete only for an incorrect eligible record and confirm with Yes, Delete.
Screenshot to add: Delivery Assistants: maintain delivery assistants. Capture filename: images/maintain-delivery-assistants.png.
Restrictions
The current screen uses driver permissions for assistant changes. Check active route assignments before deleting an assistant.
If something went wrong
After an unclear save, find the assistant by identity before creating another. Use Edit → Save to correct supported contact or status fields.
If the wrong assistant was deleted, give Logistics the original reference and assigned routes. There is no restore control here; review assignments and intended access before creating a replacement. Editing or removing the person does not undo earlier deliveries.
Check the correction
Check the saved assistant identity/status and active route assignments. Confirm the intended team has the current route instructions.