When to use this
Customer is coming to pick up parts themselves. They want a time window, we want paperwork ready.
Menu: Plating → Logistics → Pickup Requests.
Creating a pickup request
Click + New:
| Field | What to set |
|---|---|
| Customer | Partner record |
| Sale Orders | One or more SOs they're picking up |
| Pickup Date | Requested date |
| Pickup Window | Morning / Afternoon / Specific time |
| Vehicle / Driver | Licence plate + driver name if known |
| Signatory | Who is authorised to sign on the customer's behalf |
Customers can also submit pickup requests through the portal — those come in as draft and need your approval.
Preparing for the pickup
Before the vehicle arrives:
- Confirm all linked SOs are done and deliveries exist.
- Generate CoC + packing slip for each.
- Print labels for the shipment.
- Stage parts in the pickup zone.
- Flag reception — "Acme driver arriving before noon."
At the dock
- Driver signs in at reception. Reception pages shipping.
- Verify driver identity vs. Signatory on the pickup request.
- Open the pickup in the tablet / terminal.
- Click Capture POD (Proof of Delivery).
- Signature on tablet or photo of the signed BOL.
- Mark Released.
All linked deliveries auto-transition to Delivered, and portal jobs to Shipped.
What can go wrong
Unknown driver
Signatory doesn't match. Call the customer — don't release to someone who isn't authorized. You are the last line between their parts and a hijack situation.
Missing paperwork
One of the CoCs isn't signed off. Quality is backed up. Explain to the customer, call Quality, ship partial if the customer agrees (requires BlockPartial un-ticked).
Driver refuses to sign
Take a photo of them loading, write "Refused to sign — photo evidence attached" on the pickup record. This is legally sufficient in most jurisdictions but escalate to the shop manager immediately.
Customer no-show
Leave the request open, re-stage parts to holding. If they don't reschedule within a week, check with sales — storage fees may apply per the contract.