How do I Add Post Delivery Notes?
From Catalyst
Summary
The following article explains how to enter post-delivery notes against a completed logistics job to show whether the load was delivered satisfactorily or just to leave any applicable comments.
More Information
In Logistics Management, you have the option once a job has been completed to record any applicable post-delivery information.
- Go to " Logistics Management Job Planning".
- Press <F9> to bring up the Advanced Search box.
- In the "Job" field, enter in the job number on which you wish to search.
 | If the job has already been invoiced, ensure you set the "Invoice:" drop-down not to filter on invoice. |
- Press <F5> to edit the job.
- Select the [Post Delivery] tab.
- In the "Job Satisfactory?" drop-down, select the outcome of the delivery.
- In the "Problems:" field(s), enter an appropriate problem code if known, or press <Ctrl+F1> to search for one.
- In the "Notes:" field, enter in any applicable post-delivery notes.
- Click <Done> and <Accept> to save the changes.
See also
- How do I create a logistics job?
- Viewing Current Haulage Jobs
- Scanning and Importing PODs into Platinum
- How do I Add Post Delivery Problem Codes?
