Common problems
What goes wrong with manual dockets.
- Quantities or part references typed in by hand and not matching the order
- Dockets created from an old version of the job
- No quick way to prove what was delivered, and when
- Partial deliveries tracked in notes instead of against the order
- Paper copies lost, so a dispute starts without evidence
Capabilities
What delivery docket software should do.
- Create the docket from the job or work order, so items and quantities come from the record
- Support partial and multiple deliveries against one order, with what remains shown
- Include customer references, delivery address, job number and revision
- Capture a signature or confirmation of receipt, on paper or on a device
- Attach related documents, such as certificates, when the customer requires them
- Keep an issued, searchable copy linked to the job
Integration
Connecting it to the rest of the flow.
A delivery docket is most reliable when it comes from the same data as the quote, the work order and any certificates. That way a change made earlier in the chain is reflected in the docket.
See the guides on BOM-linked work orders, compliance certificates and client communication for the surrounding steps.
First steps
Getting started.
- Collect three recent dockets and note every field and correction made by hand
- Decide how partial deliveries are recorded
- Choose how receipt will be confirmed
- Build the docket for one customer or product group first
- Compare it with the paper version for a few weeks, then switch over
Frequently asked questions
- Yes. The docket is generated from the record and can be printed, emailed or both, depending on what your customers expect.
- Each delivery is recorded against the order, and the remaining quantity is shown, so nothing relies on a note.
- Not necessarily. Signed paper copies can be scanned and attached, and digital capture can be added later.
- Requirements vary by country and by contract. Check what applies to you with a qualified adviser. The software supports accurate, traceable records.
Getting started
Practical checklist
- Gather recent dockets and mark the hand-typed fields
- Decide how partial deliveries are tracked
- Agree how receipt is confirmed
- Pick one customer or product group to start with
- Plan a short parallel run with paper
If you would like to talk it through, you can contact pyes.software. A conversation about your current workflow is the starting point, with no obligation.
This content is for informational purposes only and does not constitute legal, financial, or compliance advice.
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