Vehicle Delivery and Documentation Sending

The Vehicles for delivery functionality allows you to manage the final handover of a workshop order, review documentation with the customer, collect their digital signature, and send the corresponding documents by email.

This screen helps the advisor close the delivery process in an orderly manner, ensuring the customer receives the necessary documentation and the order is marked as delivered.

Requirements and Location

• Location in SIMA: Main Menu > Vehicles for delivery
• Required permissions: Advisor
• Availability: The option must be enabled for the workshop through system settings.

Step by Step

1. Access Vehicles for delivery from the advisor menu.
2. Locate the vehicle you want to deliver. You can use:
3. • Advisor selector: allows you to check deliveries assigned to another advisor.
   • Search bar: allows you to search by order number or license plate.
   • Date selector: allows you to check deliveries from other days.
3. Click on the vehicle record to open the Delivery Review screen.
4. Review the available documentation with the customer:
5. • Order summary
   • Invoices
   • Maintenance (if associated documents exist)
5. Click Customer signature.
6. The customer must sign on the device using a touchscreen, mouse, or tablet.
7. Click Sign to save the signature.
8. • Result: The system generates the signed order summary. The order is not yet delivered until the final delivery action is completed.
8. In the Documentation sending section, review or modify the customer's email.
9. Select the optional documents you want to send (Invoices, Maintenance documents).
10. Click Deliver.
11. • Result: The order is marked as delivered and the system sends the documentation to the specified email.

❓ Frequently Asked Questions and Troubleshooting

• Where do I find the vehicles pending delivery? In the advisor menu, under Vehicles for delivery. If you don't see this option, the feature might not be enabled for your workshop or you may not have advisor permissions.
• Which vehicles appear on the delivery list? The screen shows the vehicles for delivery according to the selected advisor, the selected date, and the active workshop. By default, it loads the current advisor's deliveries for today.
• How can I search for a specific delivery? Use the search bar at the top and enter the order number or the vehicle's license plate. The search is applied when the text meets the minimum length configured in the system.
• What does it mean if no results appear? If no deliveries match the filters, SIMA displays the message "No orders found" along with the instruction "Check the order or search by license plate". Check the advisor, date, or search text.
• Can I check deliveries from other advisors? Yes. The advisor selector allows you to change the view to check deliveries associated with other colleagues.
• Can I check deliveries from another day? Yes. Use the date selector to change the viewing day and check past or future deliveries.
• What documents can the customer review before signing? The customer can review the order summary, available invoices, and maintenance documents, if they exist for the order.
• Does the customer's signature automatically deliver the order? No. The signature only generates the signed order summary. To finalize the process, you must click Deliver after reviewing the email and attachments.
• Which documents are always sent? The signed order summary is always included in the final delivery dispatch.
• Which documents are optional in the dispatch? Invoices and maintenance documents can be checked or unchecked before clicking Deliver.
• Can I change the email before sending the documentation? Yes. The email field is loaded with the customer's available email, but it can be modified before completing the delivery.
• Why can't I click Deliver? The Deliver button is only enabled when a signature is saved, the signed summary is generated, the screen has finished loading, and the entered email is valid.
• Can I repeat the signature if the customer makes a mistake? Yes. In the signature modal, you can click Clear to erase the current signature and sign again before saving.
• What happens if saving the signature fails? The website displays an error message and does not allow you to complete the delivery. If this happens, go back to “Vehicles to Deliver” and reopen the order to try signing again. If the problem persists, contact support.
• What happens if the final delivery fails? The website displays an error message related to the cause of the failure. The order is not considered delivered until the Deliver action is completed successfully.

🔗 Related Modules

• Orders: The delivery is linked to a workshop order and uses the order summary as the main document.
• Invoicing: Available invoices can be reviewed and attached to the final dispatch.
• Maintenance: Available maintenance documents can be reviewed and attached to the email.
• Customers: The email used to send the documentation comes from the customer data, although it can be edited before sending.