How to Setup Load Dockets

How to Setup Load Dockets

Follow the Process to Create Load Dockets
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Purchasing and Bills> Load Dockets
  3. Click on +Add new Record or + sign to create a new Load Docket
  4. Enter the Date
  5. Choose the Driver name from the dropdown list
  6. Choose the Vehicle name from the dropdown list
  7. Click on the "Trailer Used?" option if applicable
  8. Choose the Job Task from the dropdown list. You can set this up from Purchasing Settings-> Load Dockets
  9. Enable the "Do you have a Purchase Order?" option if the purchase order has been submitted already
  10. Choose the Supplier Name and Project Name associated with the load docket
  11. Enter the Product Name, Quantity, and Unit and upload the Load Docket picture
  12. Enter the Start, End time and Break hours
  13. Under Notes, click on +Add New to enter the description 
  14. Save to Submit

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