Proof of Delivery

POD Customer Shipment

️ POD Customer Shipment allows signatures and pictures to be captured on delivery of shipment and saved as attachments against existing customer shipment record.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Proof of Delivery and select POD Customer Shipment .

  2. In the Pack Number field, enter or search for a Pack Number.

    1. Or alternatively, tap on the list icon beside the Pack Number field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Pack Number.

  3. In the Actions section, click on the following to attach:

Header Name
Action

Attach File

Attach documents or files

Picture

Attach photos or images

Signature

Attach signature

  • Files will be transferred directly to configured file storage location.

  • Picture can be taken and saved locally and attached at a later time with Attach File function.

  • Attaching pictures is only possible with device with inbuilt camera

  • Capturing signatures requires a touch sensitive screen

  • Shipment comments can be added or edited

️ If you experience crashing when taking picture, please reduce your image quality in the POD settings.

Secondary Action Menu

Lines of the shipment can be reviewed using Secondary Action Menu and the Shipment Lines option. The Confirm Customer Ship option opens Confirm Customer Ship form where Tracking and Ship Via information can be edited and Shipment finalized.

POD Master Pack

️ POD Master Pack allows signatures and pictures to be captured on delivery of shipment and saved as attachments against existing Master Pack record. In addition picture can be taken and saved locally and attached at a later time with Attach File function. Files will be transferred directly to configured file storage location. Shipment comments can be added or edited.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Proof of Delivery and select POD Master Pack.

  2. In the Master Pack field, enter or search for a Master Pack Number.

    1. Or alternatively, tap on the list icon beside the Master Pack field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Master Pack Number.

  3. In the Actions section, click on the following to attach:

Header Name
Action

Attach File

Attach documents or files

Picture

Attach photos or images

Signature

Attach signature

  • Attaching pictures is only possible with device with inbuilt camera

  • Capturing signatures requires a touch sensitive screen

Secondary Action Menu

Master Pack can be confirmed (Epicor's Stage Ship Confirm function) directly by going to the Secondary Action Menu and clicking on the Confirm Shipment option (available when shipment status is STAGED) In the Secondary Action Menu, click on the Open Master Pack option to open a Master Pack form where Tracking, Ship Via and Stage Number information can be edited, shipment Staged or Unstaged and Shipment finalized.

POD Master Pack

️ A grouping of different shipments that potentially shipped to the same address and same customer

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under Proof of Delivery, select POD Master Pack.

  2. Scan or enter in the Master Pack record in the Master Pack field.

    1. To attach a file, tap on ATTACH and select a file that was locally saved to attach it.

    2. To take a picture, tap on PICTURE to access the camera and take an image to be used.

    3. To include a signature, tap on SIGNATURE to access the virtual sign pad and sign accordingly. Click on OK.

  1. To set the status of the master pack to STAGED, enter in the Stage Number in the Stage Number field.

  1. Tap on the Secondary Action Items Menu icon and tap on CONFIRM SHIPMENT to ship.

  1. The status will then be changed to SHIPPED.

POD TFO Ship

️ POD TFO Ship allows signatures and pictures to be captured on delivery of shipment and saved as attachments against existing TFO shipment record.

  • In addition picture can be taken and saved locally and attached at a later time with Attach File function. Files will be transferred directly to configured file storage location.

  • Shipment comments can be added or edited.

  • Attaching pictures is only possible with device with inbuilt camera

  • Capturing signatures requires a touch sensitive screen

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under Proof of Delivery, select POD TFO Ship.

  2. Scan or enter in the Pack Num record in the Pack Num field.

  1. In the Actions section, click on the following to attach:

Header Name
Action

Attach File

Attach documents or files

Picture

Attach photos or images

Signature

Attach signature

POD Stage

️ POD Stage allows selection of various Shipment Types with common properties such as Ship Date, Stage Number and Shipment Status in a single list to be delivered in one trip. Route optimizer can be used to order the list of delivery items to follow optimal delivery route. Proof of delivery in a way of signature and/or picture will be able to be obtained and saved as an attachment for each delivered item. Image file from local storage can also be added as an attachment to the delivered item.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under Proof of Delivery, select POD Stage.

Filter criteria are defined in the Entry tab. Number of items satisfying the filter condition are shown on the SHOW ITEMS x button. (The button remains disabled and the message "We could not find any items" is displayed when no items matching the filter criteria could be found

The list of items satisfying the filter criteria are shown in Pick tab

Route tab is open after FIND BEST ROUTE button is pressed to optimize the route and shows items in optimal delivery order in respect to configured depot address.

Secondary Action Menu:

Toggle Items option hides/shows completed (Shipped) items in the listShow Map option opens the map showing the optimized delivery route

Item Processing

Shipment items can be opened by selecting an item from the list in either Pick or Route tab.

Signatures and pictures can be captured on delivery of any shipment type and saved as attachments against selected shipment records in Epicor.

In addition pictures can be taken and saved locally and attached at a later time with Attach File function.

Attachments will be transferred to configured file storage location defined by selected Document Type.

(UPDATE COMMENT, ATTACH FILE, PICTURE and SIGNATURE functions are common to all shipment types)

Different Secondary Action options will be available depending on the type and status of the shipment being processed.

  • Customer Shipment

  • Lines of the shipment can be reviewed using Secondary Action Menu > Shipment Lines optionSecondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped.

TFO Shipment

Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped. (Available for shipments with status OPEN and STAGED)

Master Pack

Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped. (Option available only for shipments with status STAGED)

Subcon Shipment

Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped. (Option available only for shipments with status STAGED)

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