Courier Requests

The Courier Requests screen allows users to create warehouse orders to and from the warehouse to facilities within the district, as well as transfers of inventory from one facility to another.

Creating Courier Requests

1. From the Warehouse menu, click Courier Requests.

Courier Requests

2. Type the name of the courier request in the text box, then click Create.

Courier Requests

3. Enter the Description of Item in the provided text box.

Courier Requests

4. Enter the Quantity of items being picked up and delivered.

5. Select the Units of Measure from the pull-down, such as BAG, BIN, EA[CH], etc.

6. Select the Pickup Campus from the pull-down.

7. Select the Delivery Campus from the pull-down.

8. Enter any Delivery Notes in the provided text box.

Courier Requests

Use the Delivery Notes text box to provide courier-specific information as it pertains to the delivery itself; comments relevant for district/tracking purposes should be recorded in the Comments section.

9. Press Enter to save the entry.

Courier Requests

10. Add as many items as needed using the bottom row.

Courier Requests

11. Attach any necessary Files to the courier request.

As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files.

Click the Scan File button for direct scanning; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.

Courier Requests

12. Add any necessary Comments. Type the comment in the text box, then click Post.

Courier Requests

13. Click Submit.

Courier Requests

Once submitted, your request can be viewed from the Request History tab.

Existing Drafts

1. From the Warehouse menu, click Courier Requests.

Courier Requests

2. From the Drafts tab, scroll down to the Existing Drafts section for all courier requests started but not submitted.

Courier Requests

The Existing Drafts section displays the Draft name of the request and the Created Date.

3. To delete an existing draft, click the delete button (red minus sign).

Courier Requests

4. To edit the title of a draft, click the Draft field of the corresponding courier request, and change the title as needed.

Courier Requests

5. Click View to open the draft in the View Request tab. For more information about creating courier requests, see Creating Courier Requests.

Request History

1. From the Warehouse menu, click Courier Requests.

Courier Requests

2. Click the Request History tab.

Courier Requests

The Request History tab displays the Request #, Name of courier request, Request Date, Approved Date, and the Status of the request.

3. Hover over the Status with the mouse to display the Approval Chain set up by the district. The Approval Chain displays the user(s) responsible for reviewing the request and approving or denying the request.

Courier Requests

A green check mark indicates an Approved status.

An hourglass indicates a Pending status.

A red X indicates a Denied status.

4. Click View to open and view the courier request.

Courier Requests

5. Click Cancel to cancel pending courier requests. Approved requests cannot be cancelled.

Courier Requests
Pending Approval

If you are a part of the Courier Request approval chain and responsible for reviewing and approving or denying requests, the Pending Approval tab displays with requests awaiting approval.

1. From the Warehouse menu, click Courier Requests.

Courier Requests

2. Click the Pending Approval tab.

Courier Requests

The Pending Approval tab displays the request Name, the Requester, the Request Date, and the Status of the request.

3. Hover over the approval Status with the mouse to display the Approval Chain set up by the district. The Approval Chain displays the user(s) responsible for reviewing the request and approving or denying the request. You should see your name displayed here.

Courier Requests

A green check mark indicates an Approved status.

An hourglass indicates a Pending status.

A red X indicates a Denied status.

4. Click View to view the request via the View Request tab.

Courier Requests

5. Click Approve to approve the request or click Deny to deny the request.

Courier Requests

6. The Show only my pending check box is selected by default, which ensures only your pending requests display. Clear the selection to display pending requests for all users; i.e. other users part of the approval chain.

Once approved or denied, the request displays on the Approval History tab.

Approval History

If you are a part of the Courier Requests approval chain and responsible for reviewing and approving or denying requests, the Pending Approval tab displays with requests awaiting approval, once approved or denied, you can review all courier requests via the Approval History tab.

1. From the Warehouse menu, click Courier Requests.

Courier Requests

2. Click the Approval History tab.

Courier Requests

The Approval History tab displays the Request # (number), Name, Requester, Request Date, Approved Date, and the Status of the request.

3. Hover over the approval Status with the mouse to display the Approval Chain set up by the district. The Approval Chain displays the user(s) responsible for reviewing the request and approving or denying the request. You should see your name displayed here.

Courier Requests

A green check mark indicates an Approved status.

An hourglass indicates a Pending status.

A red X indicates a Denied status.

4. Click View to view the request via the View Request tab.

Courier Requests
Additional Features

Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question in the Filter text box to pull it to the beginning of the list.

Courier Requests

Click the Filters button to filter data and apply filter rules.

a. To add more than one filter to a column, click on the green plus sign.

b. To delete an added filter, click on the red minus sign.

c. Select the gray arrow for additional filtering rules.

Courier Requests

You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.

Courier Requests