When goods is received on site technicians check the goods an upload the delivery docket to the purchase order for the scheduler to review.

Technicians: How to add a delivery docket in the field

Find the Purchase order

Click on the three orange lines in the top right hand corner to open the main menu and select Purchase Orders

Search by supplier or project name / number to find the Purchase order. Click on the Purchase Order number to open it

Add delivery docket to the Purchase Order

On the Purchase Order click on the Add file link under Attachments and take a photo of the delivery docket. Wait for the delivery docket to upload before you leave the page.

Schedulers: How to check the delivery docket in the office

Click on Sales and select Purchases. Open the Purchase Order by clicking on the number in the list. The Delivery Dockets can be found in the File section under Bills.

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