How to Setup Load Docket Settings
Follow the below steps to Setup Load Docket Settings
- Number of Load Docket Approvals Required: You can choose up to 2 individuals to approve the Load Docket submission. Some organizations may require multiple levels of approval for Load Docket Approval, while others may only need a single level.
- Load Docket Instructions: You can set up specific guidelines and directions to ensure consistency and clarity throughout the Load Docket process.
- Allow Load Dockets Without Purchase Order: Enabling this option will allow creating Load Dockets can be created without a Purchase order
- Load Docket Processes: Determine the load docket processes that will be available for selection when creating a new load docket job. The options you choose here will be available under Job Task while creating a new Load docket
- Upload Load Dockets Photo: By selecting this option, users will be able to upload a photo of the Load Docket while creating a new load docket job. Several choices are available for handling the photo upload:a. Don't Allow: The "Add Load Docket" form will not include any field for uploading the Load Docket photo.b. Load Docket: Users can upload the Load Docket photo under the "Add Load Docket" form.c. Load Docket Items: Users have the option to upload individual item photos under the Load Docket.d. Load Docket and Items: Users are allowed to upload both the Load Docket picture and individual item pictures.
- Authorize for load dockets without purchase orders: Enabling this option allows users to create load dockets even when there are no associated purchase orders.