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Difference between revisions of "Deliver/Return Action"

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*Print a delivery receipt  
 
*Print a delivery receipt  
 
*Save the action
 
*Save the action
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== TAM6 Standard Delivery Work Flow ==
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The screens shown on the handheld will vary depending on how your Delivery feature is configured. Here is a graphic to show some of the possible workflows:
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[[File:CF_Standard_Delivery_Workflow.png|400px]]
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'''NOTE:''' If using the Truck Load / unload module, the user logged in ''must'' be set up as a Truck Driver in order for his/her deliveries to be included when reconciling the truck load at the end of the day.<br>
 
'''NOTE:''' If using the Truck Load / unload module, the user logged in ''must'' be set up as a Truck Driver in order for his/her deliveries to be included when reconciling the truck load at the end of the day.<br>

Revision as of 16:50, 4 March 2016

Go to: Truck Load Unload and Reconciliation main page

Summary

This action is sometimes called Basic Delivery, Standard Delivery, Standard Deliver/Return or Non-Paperless Delivery. This is the delivery workflow that customers who do not use Proof of Delivery would use.

At its heart, the core of delivery is that a user, usually a truck driver, is fulfilling an order. They are delivering ordered goods to a customer and possibly picking up returnable or empty goods.

Features

This action provides the following capabilities, many of which are enabled or disabled by configuration:

  • Select Truck
  • Pre-Count Delivery Quantity
  • Collect Delivery/Order Info (order header info and notes)
  • Scan or Collect Assets
  • Recording Assets by tag number
  • Recording Assets by serial number
  • Permit Not-Scanned asset delivers and returns
  • Collect Common Carrier info (think Fed-Ex, UPS)
  • Deliver consumables aka hard goods
  • Collect signature and signer's name
  • Confirm quantities before saving
  • Print a delivery receipt
  • Save the action

TAM6 Standard Delivery Work Flow

The screens shown on the handheld will vary depending on how your Delivery feature is configured. Here is a graphic to show some of the possible workflows:

CF Standard Delivery Workflow.png


NOTE: If using the Truck Load / unload module, the user logged in must be set up as a Truck Driver in order for his/her deliveries to be included when reconciling the truck load at the end of the day.

Delivery: No Barcode Button Flow Chart