Driver App: PoD’s & Delivery Asset Tracking

1. Create a Tray (Box, Crate, or Other) #

2. Add a Vendor for the Tray #

3. Set Up the Tray Details #

Stock › Ingredients › List

• Click the pencil icon to edit the tray you created – it may displayed as “Box_(PT)”
• Change the name if needed
• Link it to the vendor/supplier you created earlier
• Fill in other details like price, etc.

4. Make a Purchase Order for Trays #

Stock › Vendors › Shopping List › Purchase Order

5. Receive the Trays into Your Inventory #

Stock › Vendors › Receive Goods

• After submitting the purchase order, you’ll be redirected to Receive Goods
• Mark the trays as Received
• This automatically creates the purchase invoice

NB: You may also export this invoice to QuickBooks or Xero later.

6. Print Tray Barcodes #

Distribution › Dispatch › Scanned Packaging

Steps:

• The system automatically creates barcode numbers (starting at 100000000001)
• You can get the barcode list and format it for printing
• You can use Excel or Google Sheets to create a barcode
  • Set font to Libre Barcode 39
• Print and stick the barcode on the tray
• Print on waterproof, permanent labels and stick the barcode on the tray
• You may want to print your business details, like logo, telephone, email and address on
• the barcode label.
• For printing, you may contact Achile in the UK: 07776 188 248. He knows a man who knows a man…

7. Create a Packing Slip with Barcodes #

Distribution › Settings › Packing Slip Template

8. Assign the Packing Slip to Addresses

Gear Icon › Batch Edit › Customer Addresses

• Show the Packing Slip column
• Double in the packing slip field of the customer to assign
• Choose the PS Template you made earlier
• You may copy paste to other customers
• Save

Done! Now your trays can be tracked when they are delivered to this customer.