To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
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Prerequisite:
Certainly, before creating an Dispatch Check List , it's a good practice to ensure that all the relevant details have been entered or updated.
Updating/Adding data like the relevant questions, invoice, employee before adding a Dispatch Check List is neccessary for maintaining accurate Dispatch Check List.
Questions: Ensuring that the questions for the Dispatch Check List are accurate and relevant is a critical aspect of the process. It is essential to validate these questions with higher authorities or relevant stakeholders to guarantee their correctness and alignment with the quality standards and expectations of the organization. This validation process helps maintain the integrity and effectiveness of the quality check procedure.
By Updating these master screens and sales orders before creating an invoice, you ensure that the invoice process is efficient, accurate, and free from errors.
1.1 Add Dispatch Check List
Add a Dispatch Check List - Step-by-Step
Step 1: Reach the Dispatch Check List
From the main Side menu, click on "Packing," then go to "Operations," and finally choose "Dispatch Check List" This will open the Dispatch Check List Search page.
Step 2: Adding a Dispatch Check List
On the top right of the Dispatch Check List Search page, you'll see an "Add Dispatch Check List" button. Click this button.
Step 3: Fill in details
Upon clicking the ‘Add Dispatch Check List button, the Add Dispatch Check List will open. Complete the following information:
Invoice: [Dropdown] (Mandatory) Choose the invoice from the dropdown list. The Non-Tool invoice added in the invoice screen will be shown as an option.
Notes: [Text Field] Enter the general comments or remarks if any.
Employee: [Dropdown](Mandatory) Select the employee.The name of the employee will be displayed in the dropdown options.
Package Date: [Dropdown] (Mandatory)The current date shall be automatically designated as the package date. However, should the need arise for alteration, such adjustments can be made in accordance with specific request.
We have a list of questions that are required to meet the quality standards of the packing of a part.
Check or uncheck the questions , if an open the camera option is given you can upload the photo for that . Note: Only 4 photos are allowed
Notes:The quality standards criteria are presented as questions accompanied by a checkbox for indicating compliance and an option to capture a photograph. This format allows for a systematic assessment of each criterion, enabling users to record whether the criteria have been met and to provide visual documentation through photos if necessary.
If you change your mind and don't want to add an Dispatch Check List click "Cancel" it takes you back to the Dispatch Check Listk Search page.
To Start Over: Click the "Clear" button if you wish to erase all information and begin a new. Please note that once this button is clicked, the entered information will not be saved.
Click the “Draft” button.
Drafting Of Dispatch CheckList
Upon drafting of a Dispatch CheckList the entry will be added and the screen will be transited to edit mode.
Click the "Submit" button.
Submission Of Dispatch CheckList
Upon submission of a Dispatch CheckList the entry will be added and the screen will be transited to edit mode and an email notification will be generated and sent to the authorities whose email Ids are added against the DQC in the [Email Config Master Screen], alerting them that a Dispatch CheckList has been raised.
1.2 Search Dispatch CheckList
Search a Dispatch CheckList - Step-by-Step
Step 1: Start Searching
On the Dispatch CheckList Search page, you can search in different ways:
Status: Select the status of the Dispatch CheckList for which you want to search for.
From Date: Select the date range from when you want to search for.
To Date: Select the date range until when you want to search for.
Step 2: See the Results
After clicking "Search," you'll see results:
If you searched by Status and Dates you'll find the matching result with Generate, Invoice Number, Part Name, Notes, Status, Packaging Date, Packaged By with an option to view/edit [Refer 8.1.2.3]
Click the Generate button , by clicking this a PDF will be generated with the questions and the images of the Dispatch CheckList .
1.3 Edit Dispatch CheckList
Edit a Dispatch CheckList - Step-by-Step
Step 1: Find Dispatch CheckList Edit
Step 2: Start Editing
Step 3: Edit Details
After searching, you'll see the Dispatch CheckList you want to edit.
Click "View/Edit" next to that Generate to reach the Edit Dispatch CheckList page.
Step 4:Update Info
On the Edit Dispatch CheckList page, you'll see existing details.
Step 5: Edit Dispatch CheckList Page:
On the EditDispatch CheckList page, you'll find the existing details of the Dispatch CheckList you're editing.
Change details that you like to update in Dispatch CheckList .
Step 6: Submit/Cancel
Click the “Submit” Button
Submission Of Dispatch CheckList
Upon submission of a Dispatch CheckList , the entry will be updated and the screen will transition to the editing mode and an email notification will be generated and sent to the authorities whose email Ids are added against the DQC in the [Email Config Master Screen], alerting them that a Dispatch CheckList has been updated.
That's it! You've learned how to ADD, SEARCH, EDIT a plant using the DMeX app. If you need help, contact the support team.