After logging in to Loadtrek, navigate to the Billing
Plane by left clicking on the text labeled 'Billing Plane' in the
start up screen or left clicking on the '$' icon and text labeled
'Billing' in the top toolbar.
Left click on the button labeled 'Tree Options' to open
the 'Tree Options' window.
Select a Begin Date and End Date large enough to encompass
the time frame in which the order you are investigating has been
delivered.
Use the pull down menu (small blue V icon) next to the
field labeled 'Field Name' and select 'Order'.
Use the pull down menu next to the field labeled
'Criteria' and select 'Equals'.
Enter the order number in the field labeled 'Field Value'.
Left click on the button labeled 'OK' in the upper right
portion of the window. This will display the load(s)/route(s) on
which the particular order was delivered.
Left click on a load/route to expand it and view all the
stop locations.
Left click on the desired stop location to view the
delivery details on the right hand side of the display (within
the 'Billing Area' window).
Locate and left click on the gray button labeled 'Sign...'
to view the signature image and driver entered name of the
individual that received delivery. Note:
the signature image is downloaded into the database via a Wi-Fi
connection that may not occur until after the handset has reached
it's home location. The driver entered name will be transmitted
to the database via cellular connection shortly after the
delivery has been made.
Left click on the gray button labeled 'Preview' at the top
of the window to view the Delivery Confirmation Report.
From within the report, left click on the buttons labeled
'Print to Default', 'Print/Fax...' or 'Email Report' to perform
the necessary action. Note: clicking the
'Email Report' button will copy the link onto your clipboard and
users can then paste this link into an existing email.
Left click the button labeled
'Close' to close the report and return to the Billing Plane.