Proposal summary
AllCraft Trade Solutions would like to create a Delivery Docket by including more details
Requirement
AllCraft Trade Solutions want to create a Delivery Docket by including more details.
- Adding the customer purchase order
- Replacing the “options” column with a “check column, and a box to appear along with each item so the driver can tick off each item as they deliver
- Remove the barcode that appears at the bottom of the docket and replace it with a “Delivery notes” box – this way the drivers can write notes about the delivery when they are on site
- Add a box for “date” that the customer can write the date
- Add a box for the customer to write their name
- Need to display backorders on the delivery docket. For example, if we partially fulfill a particular item, the backorder shows up on the docket. However, if we completely untick an item when fulfilling, it does not show up at all as a backorder.
Our Solution
Description of Task
This requirement can be achieved by creating a new packing slip advanced PDF template. And the new advanced PDF can be applied to the existing packing slip form “1 Allcraft Delivery Docket /Packing Slip”.
Field mapping
| Field/Column | Netsuite Field/Column |
| PDF Label | “Delivery Docket” |
| Allcraft Details | All craft Company Logo and address |
| Ship To | Shipping address of the customer |
| Order date | Date of Sales Order |
| Order # | Document Number of Sales Order |
| Customer PO# | PO # of Sales Order |
| Ship date | Date of Fulfillment |
| Tracking # | Package tracking number |
| Ship Via | Shipping Method |
| Shipment # | Document number of Fulfillment |
| Delivery driver | Custom field delivery driver in Fulfillment |
| Item Code | Item name from Sales Order Item line |
| Description | Item Description from Item line |
| Check | Checkbox |
| Ordered | Quantity from Sales Order Item line |
| Backordered | Backordered quantity from Sales Order Item line |
| Shipped | Fulfilled quantity from Fulfillment Item line |
| Delivery Notes | Blank. Drivers will write it manually on the Printed Page |
| Date | Blank. Customer will write the date |
| Customer Name | Blank. Customer will write the name |
| Customer Signature | Blank. Customer will sign manually |
Note
- The tracking number is populated from the field package tracking number of Item fulfillment.
- We are considering only the following cases to populate the item lines in the delivery docket:
- Items that are fulfilled in the corresponding fulfillment whose delivery docket is printed.
- Items that are back-ordered in the Sales Order of the corresponding fulfillment whose delivery docket is printed.
Note:
Items that are not back ordered but not yet fulfilled are not considered here.
Testing Plan
- Allcraft need to provide a Test Item Fulfillment for Testing Purpose