Deliveries
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      1. User hub
      2. Materials menu (onsite projects)
      3. Deliveries

      How to log a material delivery

      In this article

      Material deliveries

      In Chalkstring, deliveries can be recorded and tracked. The delivery tracking system within Chalkstring is fully integrated with the order and invoicing processes. Photographs of goods and delivery tickets can be attached to orders to avoid supplier disputes.

      How to log a material delivery

      1. Expand the main Chalkstring black menu bar and click on the ‘Projects’ menu.
      2. Search for and click the 'Project' required.
      3. Within the project homepage, click ‘Project hub’ sub menu.
      4. Expand the main Chalkstring blue menu bar and click ‘Materials'.
      5. Click on the ‘Open orders’ sub menu.
      6. Search for the order number using the filters.
      7. Click on the order.
      8. Click the ‘Log New Delivery’ button. 

      Deliveries can also be logged by going to the 'Deliveries' page, clicking the 'Log new delivery' button in the top right corner and selecting the required material order number from the drop down list.

       
      The log delivery page
       

      The delivery date will default to today’s date.

      A. Enter the quantity of each material that has been delivered by entering the quantities into the appropriate cell.
      Each material has three unit options where figures can be entered for each material. Only one needs to be completed, the other two will automatically calculate and populate. Chalkstring includes these options because different suppliers can define the same material in different units on their delivery tickets.
      B. If the cell for each material goes red, the supplier has delivered more than was ordered.
      C. If the cell goes blue then the supplier has delivered what was ordered in full.
      D. If the cell stays white, then the supplier has not delivered everything ordered yet and a further delivery may be due. 

      If everything ordered has been delivered in full, click the ‘delivered in full’ button. Double check any figures before saving. Chalkstring records who logs each delivery. If materials are confirmed as delivered delivered that weren’t, it could cause problems with your employer.

      E. Click the ‘Upload files’ area or drag and drop files to upload any required documents.
      It is also advisable to attach photos of the materials on the delivery to record exactly was delivered and its condition, particularly if there was any damage evident on arrival.

      F. Click ‘Update Delivery Total’s to save the delivery.

      9. The material order will have updated to include the delivery new information. The delivered value will be displayed in the order header.
      10. A record of the delivery will be recorded at the bottom of the material order page. Click this to see the delivery details. 

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      The delivery schedule

      11. The ‘Delivery Schedule’ section contains a live list of everything ordered, but yet not logged as delivered. It details what to expect to receive, when you expect to receive it, from whom and where on the project it belongs.
      12. To export the delivery schedule data, click ‘Export Schedule’.