Prepare delivery access
- Check the organization’s plan and delivery capacity on Billing.
- Purchase the required driver slots and assign a slot to each driver.
- Invite or activate the driver in Team with the correct branch.
- Add destination/customer information and products when those details are part of the delivery.
- A field-sales plan can add driver capacity; standalone Fleet is for delivery operations.
- A driver cannot use delivery tracking without an active assigned slot and the organization’s required paid access.