Manage Delivery Documents

Gain valuable insights on how to efficiently organize and maintain delivery documents for streamlined logistics operations.

Written by Margot Sylvain

Last published at: October 1st, 2024

Table of Contents

Internal Executive Summary Monitoring Context Summary Benefits Additional Content Release Plan Delivery Document Manager Default Documents Document vs Templates Create a Document Document Settings Documents Rules Edit/Delete document

 

Request Feature Activation

This feature requires a specific activation and is currently only available to new customers (after October 1st 2024), or if you have done the necessary migration.

Please contact your Customer Success Manager for more information. 

 

The Delivery Document Manager is the page where you can create your documents and decide when they will be generated. 

You can access the Delivery Document Manager by clicking on the send out menu, and selecting Delivery Document Manager. 

 

 

Access

The Delivery Document Manager is only accessible if you have been granted the “Ability to Manage Delivery Documents” in your User Roles.

 

 

Delivery Document Manager

In the Delivery Document Manager, you can find all your document types and get an overview of their status (active or not), the number of templates, and their rules.

An inactive document won't be generated, even if the conditions defined in the rules are met. It allows you to work on it at your own rhythm before enabling it for your team members. 

 

 

Default Documents

By default, Launchmetrics provides you with some ready-to-use documents to help you save some time and start sending samples in no time.


Delivery Memo

  • This is a packing slip with all the necessary shipping information.
  • This is the “System Default”, it will always be generated. 
  • You can change only the name and description.
  • You cannot turn it off or have any rules. 

 

Documento di trasporto

  • This is the domestic shipping document in Italy.
  • Rules: 
    • Ship to Is one of Italy
    • Ship to Is the same as Ship from
  • You can edit or delete this document and it rules.

 

Courier Memo

  • This is a domestic shipping document for all countries except Italy.
  • Rules: 
    • Ship to Is not one of Italy
    • Ship to Is the same as Ship from
  • You can edit or delete this document and it rules.

 

Pro Forma Invoice

  • This is an International shipping document
  • Rules:
    • Ship to Is not the same as Ship from
  • You can edit or delete this document and it rules.

 

Return Document

  • This is a return package slip
  • It's the same as the Delivery Memo but with Ship to and Ship from inverted
  • You can edit or delete this document and it rules.
     

 

Document vs Templates

A document is defined by WHEN it will be generated based on the of the send out details, but you can have different versions of the same document. We call them templates. 

For each document you create, you can have multiple templates:

  • A template for landscape printing, or another for portrait,
  • A template in English and one in French,
  • A template specific for exotic materials because these samples require specific information,
  • etc…

Templates are document-specific and users will have access to all templates available for a document.

 

Create a Document 

You can create new documents by clicking on the + Create New button on the top right of your screen. 

 

Document Settings

To create a new document fill in a comprehensive name along with a description. 

Set your rule as Active by using the toggle on the top right. If inactive, the document will not be generated. 

 

 

Documents Rules 

Now, you need to define WHEN the document should be generated. 

To do so, you have access to the following parameters:

 

Field Condition Value
Send Out Type
  • Is one of
  • Is not one of
 Multi-select of all Delivery types: ex Loan, Reservation etc
Ship to country
  • Is the same as
  • Is not the same as
 Simple select with those 2 values: Ship from country, Bill to country
  • Is one of
  • Is not one of
 Multi-select of all countries
Ship from country
  • Is the same as
  • Is not the same as
 Simple select with those 2 values: Ship to country, Bill to country
  • Is one of
  • Is not one of
 Multi-select of all countries
Bill to country
  • Is the same as
  • Is not the same as
 Simple select with those 2 values: Ship to country, Ship from country
  • Is one of
  • Is not one of
 Multi select of all countries

 

 

If you'd like to create a document just for purchases within Italy, this is what the rules set should look like

 

 

Please note that, 

  • You can add as many rules as you want,
  • You can remove a rule,
  • Rules always use AND operator.

Once the document is created, you're ready to create the document template. 

Please note that you can not modify the Delivery Memo rules, but you can modify the templates so the layout of the document matches your needs. 
 

Edit/Delete document

To edit or delete a document, click on the three dots on the desired document. From there, you can also manage templates for this document. 

Please note that you can not delete the Delivery Memo, but you can modify the templates so the layout of the document matches your needs. 

 

 

Let's move on to the next step and create templates!

 

Manage Templates →