Capturing a proof of delivery scan

Use our Proof of Delivery module, which eliminates the need for manual filing by scanning in your signed Shipment Confirmations and automatically attaching them to the Sales Order and Invoice under the Attachments tab. The attached document also displays on the web, for our customers using inform eCommerce.

Proof of Delivery Scanning must be configured by DDI prior to use and carries an additional charge for use. For more information contact DDI Customer Care.

There are the following configuration options for scanning:

• scan directly to the server. The scanner driver must be installed on the server and users must have access to log in to the server to scan the documents.
• scan the documents to a workstation. The initial image files will be created on the workstation and saved on the server when they are attached to the order.
• scan documents outside of inform. Scan the documents manually if your scanner driver is not compatible with inform.

Refer to the instructions below based on your scanner configuration.

Scan Proof of Delivery Documents to the server:

1. Once you have placed your signed Shipment Confirmations in your scanner's autofeeder, log on to your DDI server and log in to inform as the POD user. Go to Sales > Order > Proof of Delivery Scan.
2. Click Scan. This will activate the scanner driver on the server and scan the documents.

Once the documents have been scanned, the system automatically looks through the scans to read the barcode, creating one pdf for each backorder cycle shipment, and attaching the pdf to the appropriate Sales Order.

3. When this process is completed, any exceptions where the barcode could not be read will appear under the Exceptions tab. Check off the scan, enter the Sales Order number including the backorder cycle, then click the Save button to attach the scan to the appropriate order.

Scan Proof of Delivery Documents to a workstation:

1. Once you have placed your signed Shipment Confirmations in your scanner's autofeeder, log in to inform as the POD user. Go to Sales > Order > Proof of Delivery Scan.
2. Click the Scan button. This will activate the scanner driver on the computer and scan the documents.

Once the documents have been scanned, the system automatically looks through the scans to read the barcode, creating one pdf for each backorder cycle shipment, and attaching the pdf to the appropriate Sales Order.

3. When this process is completed, any exceptions where the barcode could not be read will appear under the Exceptions tab. Check off the scan, enter the Sales Order number, backorder cycle and number of pages, then click the Save button to attach the scan to the appropriate order.

Process Proof of Delivery Documents scanned outside of inform:

1. Once you have scanned your confirmations to the appropriate folder, go to Sales > Order > Proof of Delivery Scan.
2. Click the Exceptions tab. The confirmations that you scanned should be displayed in a list. Click on the Manual Process at the bottom of the window (shown below).

The system will read the barcode on each scanned image, convert it to a pdf and attach it to the appropriate Sales Order.

3. Any confirmations that have barcodes that cannot be read will remain under the Exceptions tab. Manually attach each scan to the appropriate Sales Order by checking off the scan, entering the Sales Order number, backorder cycle and number of pages, then clicking the Save button.