Scanning and Uploading Delivery Notes
- Scan the delivery note.
- Save the PDF to your desktop, rename the file DN - POxxxx and delivery note number.
- Find the purchase order number on Unity.
- Click Purchases.
- Select Purchase Orders.
- Click on the Purchase Orders tab.
- Enter the purchase order number. This should be on the delivery note, if not - filter by the Supplier to locate.
- Click on the correct order no.
- Drag and drop the document into the drop files here box or click in that box to locate the document.
| IMPORTANT: Files may be downloaded freely, but deletion is restricted to a small number of high-level users. The User and date are recorded automatically. |
- Delete the file you saved on your desktop.
- Once scanned delivery notes can be put in a box awaiting shredding.