Operations CRM - Show Proof of Delivery when generating PDFs (Cash Quote)

1. Navigate to the "CRM" section

   To show proof of delivery when generating PDF Cash Quotes, navigate to the "CRM" section in the operations portal.

   

2. Click "Cash Quotes"

   Click "Cash Quotes". In order to access "Cash Quotes", you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “orderView” and “orderEdit”.

   

3. Search for the cash quote

   Search for the cash quote.

   

4. Click the more details icon

   Click the more details icon.

   

5. Click the "Generate File" icon

   Click the "Generate File" icon.

   

6. Select "Internal PDF"

   You can either select "Customer PDF" or "Internal PDF". For this example, we will select "Internal PDF". If selecting "Customer PDF", the file will be downloaded to customer files, and will be viewable by the customer. If selecting "Internal PDF", the file will be downloaded to internal files, and will only be viewable internally.

   

7. Click the "Display proof of Delivery" dropdown

   Click the "Display proof of Delivery" dropdown.

   

8. Select "Yes"

   Select "Yes".

   

9. Click "Generate"

   Click the "Generate" button.

   

10. "Internal Files" Tab

    The generated file will be saved under the "Internal Files" tab.

    

11. "Download" icon

    Click the "Download" icon if you want to save the file on your computer.

    

12. "Preview" Icon

    Preview the file by clicking the "Preview" icon.

    

13. The "Delivered" column will be displayed

    Check that the "Delivered" column will be displayed in the generated PDF.