Sometimes, business requires having the printed form of proof of order delivery (POD). MaxOptra provides a few ready templates of POD that can be used by default. However, the POD templates predefined in the system may not suit everybody: very often the need arises to add, edit or remove some fields in the standard form. For this purpose, MaxOptra gives the possibility to create (configure) your own POD template.
How to Create a POD Template in MaxOptra
To create a new or edit the existing POD template, under the role of Account Administrator go to Settings > Execution > Proof of delivery template. The screen will display the Simple POD order for template used by default:
To create a new POD template, click the Create from example button: new screen with three samples of the POD forms is displayed, based which you can create your own custom form. The four samples of POD forms are as follows:
Simple POD order form;
Detailed POD order form;
Detailed POD order form with QR-code;.
Detailed POD order items form.
Select the form you need and click the Create new from the example button. This action will open the New template name pop-up window where you should specify the new template name:
Specify the new template name and click Ok to save the created template. The new template is created.
Another way to create a new template is to clone it from the existing template. In the templates drop-down list, select the template you need and click the Clone as button. In the New template name pop-up window, specify the new template name and click Ok to save the created (cloned) template.
How to Edit the POD Template
To edit the newly created or the existing template, select the template you need from the drop-down and click the Edit button.
The editing screen is opened:
On the right half of the screen, there is a section with all available tags (parameters to add to the POD template). After making changes to the template the Save and Discard buttons become available at the bottom of the screen that allow saving and canceling changes made in the template after the last saving. The reminder
above the tags will help you not to forget to save the changes.
For more details on how to edit the template, Editing POD and Driver Manifest Templates .
When all your templates are set, you can select one of them to use as the default one. Select the template you need from the dropdown and click the Use as default button.
After that the button changes to
.
You can print the customized POD form by clicking the Print button at the right bottom corner of the screen. To delete a template, select the template you need from the drop-down and click the Delete button at the left bottom corner of the screen.
Moreover, you have an possibility to look through and to print the proof of the order delivery containing the order details from the Track&Trace screen. To do this, go to the Vehicle track & trace tab of the Track&Trace screen, select an order and click the POD icon (
). The POD order form is displayed:
