Create a Delivery Receipt

Objective: Create a Delivery Receipt

Delivery receipts provides an ability to accurately record when equipment is delivered to/from a job site. In turn, contract start, or end dates are properly set. 

Delivery receipts are not required to start or complete a rental contract, rather it is a tool to accurately record dates to be reflected on a rental contract and enables a method of communication between rental coordination and equipment delivery personnel. 

Process

The process between inbound and outbound delivery receipts varies slightly. The following diagrams show the basic flow on the use of delivery receipts for rental contracts for assets going out on rent and assets returning from rent. 

Step-by-step Instructions

Outbound Delivery Receipt (Going on Rent)

1. Go to the Rental Module from the welcome portal.
2. From the upper right-hand corner, select Contracts.
3. Select a contract, click edit to open the contract details.
4. Under the equipment tab, click Add Delivery Receipt.
5. Enter the following information:
   • Delivery Receipt Number
   • Division/Store
   • Delivery Direction - select Outbound
   • Location - where the equipment is coming from and where it's going
   • Requested by (leave blank to default to you)
6. Click Save.
   • The equipment status will be updated to "Outbound".
7. Once the equipment is loaded and leaves the yard, open the receipt again under the Delivery Receipts tab.
8. Select the date and time under Receipt Date/time.
   
9. Click the Received/Shipped button. 
   • The equipment status will be updated to "Active".
10. Click the Complete Receipt button to update the delivery receipt to "Completed".

Inbound Delivery Receipt (Coming Back From Rent)

1. Go to the Rental Module from the welcome portal.
2. From the upper right-hand corner, select Contracts.
3. Select a contract, click edit to open the contract details.
4. Under the equipment tab, click Add Delivery Receipt.
5. Enter the following information:
   • Delivery Receipt Number
   • Division/Store
   • Delivery Direction - select Inbound
   • Location - where the equipment is coming from and where it's going
   • Requested by (leave blank to default to you)
6. Click Save.
   • The equipment status will be updated to "Inbound".
7. Once the equipment is loaded and leaves the yard, open the receipt again under the Delivery Receipts tab.
8. Select the date and time under Receipt Date/time.
   
9. Click the Received/Shipped button.
   • The equipment status will be updated to "In Return".
10. Click the Complete Receipt button to update the delivery receipt to "Completed".
    
11. The equipment can be fully returned, the receipt date will be defaulted into the return date/time.

Next Steps