Operations Order Management - Show Proof of Delivery when Generating PDFs (Single Order)

1. Navigate to the "Orders" section

   To show proof of delivery when generating PDF orders, navigate to the "Orders" section in the operations portal.

   

2. Click "Orders"

   Click "Orders". In order to access "Orders", 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 an order

   Search for an order by entering its order number in the "Search..." field.

   

4. Click the more details icon

   Click the more details icon.

   

5. Click "Generate File" icon

   Now, 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" field

   Click the "Display proof of delivery" field.

   

8. Select "Yes"

   Select "Yes" to show proof of delivery.

   

9. Click "Generate"

   Lastly, click "Generate".

   

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

    You can 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.