Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Filter by period, outcome, driver, type, and location status
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Search by reference, client, receiver, or driver
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Find older deliveries by exact reference
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Open shipment and handover details
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Review delivery photos, signatures, and transfer proofs
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Check GPS verification and location exception reasons
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
7. Follow the shipment timeline
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Filter by period, outcome, driver, type, and location status
- Search by reference, client, receiver, or driver
- Find older deliveries by exact reference
- Open shipment and handover details
- Review delivery photos, signatures, and transfer proofs
- Check GPS verification and location exception reasons
- Follow the shipment timeline
Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.