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Shipments: a tour

A tour of Shipments in Arkon One: Delivery, return and transfer tickets and the controls you will use most.

The steps, written out

  1. Open Shipments from the Operations section of the left menu.
  2. Read the summary tiles at the top: Today, Upcoming, Overdue, No truck assigned, Pickup requests.
  3. Narrow the list with the search box and filters (Ticket #, job or customer…, when, status, yard_id).
  4. Read each row: Ticket #, Type, Status, Scheduled, Job / customer, Truck.
  5. Switch to the All tab.
  6. Switch to the Delivery tab.
  7. Switch to the Return tab.
  8. Switch to the Transfer tab.
  9. Use the Load lists button at the top of the page.
  10. Use the Count differences button at the top of the page.
  11. Use the New reservation button at the top of the page.
  12. Use Export to download the list as a spreadsheet or PDF.

Tip

On the design Overview open Hand-off → Reservations & deliveries (Owner / Administrator, Office Manager, Sales, Engineer, Dispatcher, Yard Manager). Shipments lists all tickets (called "boletas" in Spanish): deliveries, returns, transfers, sales, reservations and off-rent calls. The tiles show Today (and how many are completed), Upcoming, Overdue, No truck assigned and Pickup requests (customer pickup requests plus open off-rent calls, with the number of open reservations). - Delivery - equipment goes from the yard to a job; rent starts on the completed date.