Scenario: The dispatcher who has booked a job would like to create a consignment note for each pallet / Carton that is being picked up for delivery.
However they are not able to create the "Consignment Note" themselves and have asked for assistance for it to be created for them.
- For instruction of how to create a "Consignment Note" from the client portal see the following article
"How to create a “Consignment Note” from the Client Portal"
Operations Dashboard
From the operations dashboard select the job in question
- Select "View Job Details" button
- From the top right of the Job details screen select the "Generate Documents" button
- Select "Consignment Note"
- By Default included stops will be set "Entire Job"
- From the Drop Down list select "Only Deliveries"
Items at each stop
- Update the number of items at each stop
- Select "Download Report" button after all item numbers have been entered
- A PDF file will be created and available for download with details for each stop.
- Select "Email Report" to have a copy of the PDF file emailed to you.
- This file is sent to the client for them to print out and attach to the goods.
- Each Delivery will have the job number followed by "-D#" then the number of delivery it is.
Example of PDF output