EcofyxOperational area
Logistics
Ready-to-use application
Deliveries, pickups and logistics
Control routes, deliveries, loading and unloading, and proof of receipt.
What this template is designed to organize
Control routes, deliveries, loading and unloading, and proof of receipt.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Collection route control
Key fields:
- Location, department or unit
- Order, invoice, route or document
- Items, packages or materials checked
- Verification
- Discrepancies, damage or notes
- Corrective action, referral or next step
- Correction or follow-up deadline
Parcel delivery
Key fields:
- Customer or recipient
- Address
- Items or packages
- Condition
- Issue or exception
- Proof of delivery
Loading and unloading checklist
Key fields:
- Load, order or manifest
- Vehicle or license plate
- Origin
- Load description
- Quantity or packages
- Safety conditions
- Verification result
Proof-of-delivery signature
Key fields:
- Order, delivery or protocol
- Recipient
- Recipient document
- Delivery location
- Delivery condition
- Exception or reason for refusal
- Signature or proof
How this template organizes the routine
Control routes, deliveries, loading and unloading, and proof of receipt. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Deliveries, pickups and logistics
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusDeliveryOwner
Visible dashboard columns
- Delivery
- Recipient
- Address
- Status
- Expected date/time
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Routes this month
Deliveries this month
Loads checked
Proofs of delivery collected
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Record pickup route
- Record delivery
- Complete loading and unloading checklist
- Capture proof-of-delivery signature
- Update delivery
Attention points
Check these alerts to identify records that may need follow-up.
- Delivery with a critical incident
- Late delivery
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Delivery workflow
Awaiting pickup→En route→Delivered→Unsuccessful attempt→Returned→Cancelled
- Start routeAwaiting pickup → En route
- Confirm deliveryEn route → Delivered
- Record attemptEn route → Unsuccessful attempt
- Try againUnsuccessful attempt → En route
- Record returnUnsuccessful attempt → Returned
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Deliveries, pickups and logistics template for?
Control routes, deliveries, loading and unloading, and proof of receipt.
Which forms are included in this template?
Collection route control, Parcel delivery, Loading and unloading checklist, Proof-of-delivery signature.
How are records organized in Ecofyx?
Data is organized in the Deliveries, pickups and logistics dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is included and required to start the external process. The planned entry form is “Parcel delivery”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Deliveries, pickups and logistics
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.