Making a Delivery

  1. Click Deliver.
  2. Select that this delivery is delivered by you. Enter the name of the person who is receiving and signing for the order.
  3. 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.
  4. Enter any additional notes on the delivery.
  5. Enter the quantity of items delivered. This is what the person receiving the delivery is agreeing they have received.
  6. This customer may have rented equipment to return. If they are returning any equipment in this delivery, click $ to mark the item as returned.
  7. Click Add Signature to open the signature box.
  8. Have the customer receiving the delivery sign in the signature box.
  9. Click Save All.
  10. This delivery has now been delivered.