Delivery Transactions¶

To Create Bulk Deliveries¶

Click Delivery Transactions on the navigation bar

Select Bulk Deliveries from the drop-down menu

Select the Add Record button and the Bulk Deliveries page (See image below) would be displayed:

Enter Date and Time Prepared

Select Customer Name

Select Driver Name

Enter Manual Invoice Number

Select Truck Number

Enter Bulk Delivery Volume (lbs, lts, kgs)

Add Notes (if required)

Update button to save

Completed button to close the transaction

Actions button to Add Another Record (if required)

Bulk Deliveries button to exit the transaction

Note!

All Bulk Deliveries created can be exported to excel based on date range selected by using the Actions button next to the Add Record button on the main page.

To Create Cylinders In and Out Transactions¶

Click Delivery Transactions on the navigation bar

Select Cylinders In and Out from the drop-down menu

Click the Add Record button and the Cylinders In and Out page (See image Below) would be displayed:

Select Cylinder Type

Enter Transaction Date and Time Prepared

Select Customer

Select Driver

Enter Invoice Number

Enter Delivery Order Number

Select Truck Number

Enter Full Cylinders Out

Enter Leakers Exchange

Enter Empty Cylinder In

Enter Full Cylinders In

Enter Leakers In

Enter Deposits In

Enter Collections In

Add Notes (if required)

Update button to save

Completed button to close the transaction

Actions button to Add Another Record

Cylinder Deliveries button to exit the transaction

Note!

Some fields above may not be present based on the cylinder type selected. All Cylinders In and Out created can be exported to excel based on date range selected by using the Actions button next to the Add Record button on the main page.