Checking POD Requirements
In most cases you are not going to get paid if you do not provide your proof of delivery to your customer. Each customer has unique requirements and we are going to teach you to how setup your businesses to never miss a POD ever again!
Shipments in Pegasys can be configured multiple ways. Not all shipments will have POD as some users may choose to bundle all documents on a particular leg rather than distribute them to each individual shipment.
How to setup your customers
Open the business record that you would like to apply the POD requirements to.
Ensure that POD is set to something other than Not Required
Setting up your customer with POD requirements will trigger your invoices to check for you POD requirements on your shipment records.
How will Pegasys check for POD requirements?
When you click transmit on your invoice the platform will begin to scan all of your shipments.
If if you are missing a POD with a customer that requires documentation you will receive a warning outlining the shipment number.
If you are doing a multi drop load for the same customer on one invoice and are only attaching documentation to one Shipment. You can ignore this warning.
Shipments in Pegasys can be configured multiple ways. Not all shipments will have POD as some users may choose to bundle all documents on a particular leg rather than distribute them to each individual shipment.
How to setup your customers
Open the business record that you would like to apply the POD requirements to.
Ensure that POD is set to something other than Not Required
Setting up your customer with POD requirements will trigger your invoices to check for you POD requirements on your shipment records.
How will Pegasys check for POD requirements?
When you click transmit on your invoice the platform will begin to scan all of your shipments.
If if you are missing a POD with a customer that requires documentation you will receive a warning outlining the shipment number.
If you are doing a multi drop load for the same customer on one invoice and are only attaching documentation to one Shipment. You can ignore this warning.
Updated on: 06/19/2021
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