Before You Begin
To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 Add Packing CheckList Questions
Add Packing CheckList Questions - Step-by-Step
Step 1: Reach the Packing CheckList Questions Section
From the main side menu, click on "Purchase", then go to "Masters", and finally choose "Packing CheckList Questions". This will open the Packing CheckList Questions Search page.
Step 2: Adding Packing CheckList Questions
Located at the top-right corner of the Packing CheckList Questions Search page, there is an “Add Packing CheckList Questions button. Simply click on this button to proceed.
Step 3: Fill in details
The Add Packing CheckList Questions page will open. Here, provide the following:
Questions: [Text Field] (Mandatory) Enter the packing checklist question.
Is Image Required [Dropdown] (Mandatory) Select the if image is required for added question.
Display Sequence [Textfield] (Mandatory) Enter the display sequence for the added question.
Type: [Dropdown](Mandatory) Select the type of the question
Note:If the type is selected as dispatch the question is added for the dispatch checklist , if the type is selected as packing the question is added for delivery quality check screen .
Status: [Dropdown] (Mandatory) This option allows you to specify whether the added question is currently active or inactive.
1.2 Search Packing CheckList Questions
Search a Packing CheckList Questions - Step-by-Step
Step 1: Start Searching
On the Packing CheckList Questions Search page, you can search in different ways:
Questions: Enter the Questions for which you want to search for.
Type: Select the Questions Type for which you want to search for.
For All: Just click "Search" to see all Questions.
Step 2: See the Results
After clicking "Search," you'll see results:
If you searched by Questions and type you'll find the matching result with Questions, Is Images required,Display sequence, type and status with an option to View/Edit [Refer 2.2.6.3]
1.3 Edit Packing CheckList Questions
Edit a Packing CheckList Questions - Step-by-Step
Step 1: Find Packing CheckList Questions Edit
Step 2: Start Editing
Step 3: Edit Details
After searching, you'll see the Packing CheckList Questions you want to edit.
Click "View/Edit" next to the Questions to reach the Edit Packing CheckList Questions page.
Step 4:Update Info
On the Edit Packing CheckList Questions page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
Step 5: Submit/Cancel
After editing, review your changes.
When you're ready, click "Submit" to save the updates.
That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.