Making a Delivery
- Click Deliver.
- Select that this delivery is delivered by you. Enter the name of the person who is receiving and signing for the order.
- When this delivery is finished, any contact for the customer with a shipping or receiving role will be emailed a read-only link to this delivery document. If you wish to send this document to any additional contacts, enter their email addresses. To specify multiple emails, separate each address with a comma.
- Enter any additional notes on the delivery.
- Enter the quantity of items delivered. This is what the person receiving the delivery is agreeing they have received.
- This customer may have rented equipment to return. If they are returning any equipment in this delivery, click $ to mark the item as returned.
- Click Add Signature to open the signature box.
- Have the customer receiving the delivery sign in the signature box.
- Click Save All.
- This delivery has now been delivered.