Step 1 - Open the Delivery module
First, open the Sorting and packing tile on the dashboard.
On the left side of your screen, you will see the different modules. Click Delivery. Several items related to deliveries will appear under this module.
Step 2 - Open the delivery notes overview
In the Delivery module, click Delivery note.
You will now see an overview list of all delivery notes. In this list, you can search for or filter the delivery note you need.
Step 3 - Enter the search parameters
At the top of the screen, you will find several parameters that you can use to search for a delivery note. You can use one or more parameters at the same time.
You can search by:
- Status: select the status of the delivery note.
- Note no.: enter the number of the delivery note.
- Type: choose the type of delivery note, for example Import or Export.
- Company: enter the name of the company involved in the delivery note.
- Date from and Date to: enter the period in which the delivery took place.
- License plate 1: enter the license plate of the truck.
- License plate 2: enter a second license plate if applicable.
- Reference: enter a reference if you want to search by it.
Step 4 - Search for the delivery note
While entering the parameters, the overview list is automatically filtered. This allows you to immediately see which delivery notes match your search.
Is the delivery note not shown in the list? Adjust the period filter at the top right to a different or larger period.
Then click the green Search button to retrieve and display the delivery notes within the selected period.