How to create a delivery ticket
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The written steps below already work. Come back to watch it.
How to create a delivery ticket. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Shipments and press New delivery (or New ticket).
- Choose the Job and press Load; the customer, rental agreement, site address and servicing yard appear.
- Under Ticket details check the Ship from yard, set the Scheduled date (required) and Time window, optionally assign a Truck and Driver ("Assign later" is fine), add the Site contact, Site phone, Transport charge (pre-filled from the rental agreement) and Instructions (gate codes, unloading place).
- Add the items: pick an item and Qty on each line, use Add line for more, or choose a template under Add a kit template, set the Number of kits and press Add kit lines. Press Update totals to see the weight.
- Press Create ticket.
Tip
The ticket is created as Scheduled and numbered DEL-xxxxx. Owners, Office Managers, Dispatchers and Yard Managers can create tickets. If the job has no active rental agreement you see "No active agreement".