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Page History: Mobile Suite - Signatures Help Documentation

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Page Revision: 01/23/2012 02:10 PM

Table of Contents [Hide/Show] Mobile Suite - Signatures    Add a New Document    Gathering the Signature    Sending Signatures

Mobile Suite - Signatures¶

 

The Signatures portion of the Mobile Suite is designed to collect signatures and signee name on delivered invoices and shipments. These signatures will be sent back to the shop and any subsequent printout of the document will have the customers signature on it.

Add a New Document¶

 

1 Select the Signatures button from the splash screen.

 

2 Select the Add button.









3 If the device has the proper equipment, the delivery driver can scan the barcode of the invoice. Skip to step 7 to continue if scanning is the method used to enter documents.


4 Type the document number into the Number field.


5 Type the total dollar amount of the document into the Amount field. NOTE: it is very important that the document number and amount are correct. If they are off by even a penny the signature sending process will display an error.


6 Select the Add button.  









Repeat the document adding process until all of the documents are entered.


7 Select the > button or Next from the Actions menu.

 

Gathering the Signature¶

This is the point where the customer signs for the deliver.

1 OPTIONAL Select the Terms and Conditions link to display the terms that the customer is agreeing to. Select the ok link on the message.


2 The customer signs the mobile device in the gray square.


3 OPTIONAL If the customer is unhappy with their signature they can select the Clear button and redo it.   


4 Select the > button or Next from the Actions menu.











5 Type the customers name into the Signee's Name field.


6 Select the Save button or select Save from the Actions menu.

Sending Signatures¶

The Delivery driver can send the signature right after each stop or all at once at the end of the day. It is recommended that the driver attempt to send the signature as soon as possible.

Select Send Signatures from the Actions menu.

Signatures follow a color code system to display their current status.

• Black - The signature is pending.
• Green - The signature was sent successfully.
• Red - There was an error sending the signature.