Manage a client's delivery records
The Delivery History stores records of the meals and other items that a client has previously received. This can be viewed and edited by clicking the Deliveries tab on a client record. Note that the Delivery History is editable until the client's deliveries have been billed for the month.
How to View or Edit a Client's Delivery History
Follow these steps:
Navigate to the client record and select Deliveries.
Deliveries page features:
- Displays the current month's deliveries.
- Use the left and right arrows to view or edit meals from previous months.
- Click the Edit button on the right to make edits.
Make any necessary changes and click Save to complete. To delete a delivery, click Delete.
