📂 Menu—TRANSPORTATIO – Normex

Overview

On the left side of the dashboard, you will find the Transportation section, displayed as a vertical navigation menu. By default, each module displays up to seven entries when you open it. If there are more than seven items available, you can also modify the number of displayed entries according to your preferences.

Why it matters

The modules within the Transportation section play a critical role in ensuring that products are transported safely, securely, and in compliance with industry regulations.

Together, these tools make the Transportation section a vital component of the platform, helping your organization maintain product integrity, reduce risk during transit, and remain compliant throughout the supply chain.

MODULES INVOLVED

Suppliers Questionnaire

Overview

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This section is only available to the Manager profile

The View Suppliers Questionnaire section is structured to document and track supplier responses to questionnaires:

Checklist Item – The specific question or requirement being assessed

Completed By – The individual who reviewed or completed the item

Comments – Observations, notes, or additional details regarding the supplier’s response

This section centralizes supplier questionnaire information for easy review and reference.

Why it matters

It ensures supplier compliance, facilitates risk assessment, supports informed procurement decisions, and strengthens supply chain transparency and accountability.

Step-by-step actions

1 — Open the Transportation section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Suppliers Questionnaire”

Within the Transportation section, select Suppliers Questionnaire to view the list of existing questionnaires.

3 — Create a Suppliers Questionnaire

Click the purple “Create Suppliers Questionnaire” button.

A form will open where you can enter:

Location

Category

Checklist Name

Comments

Once completed, click Submit to create the suppliers questionnaire.

4 — Modify or Delete a Suppliers Questionnaire

To update an existing questionnaire, click the green pen icon next to the questionnaire.

To remove a questionnaire, click the red trash can icon.

Approved Supplier

Overview

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This section is only available to the Manager profile.

The Approved Supplier section is structured to track and manage suppliers that meet the organization’s quality and compliance standards:

Supplier – The name of the supplier

Products – Items or materials provided by the supplier

Assessment Exp. – Expiration date of the latest supplier assessment

Certificate Exp. – Expiration date of any relevant certifications

Assessment – Results or status of the supplier evaluation

Scorecard – Performance metrics or rating for the supplier

Scheduled Date – Date of the next assessment or review

Email Sent – Record of communications sent to the supplier

This section centralizes supplier approval and performance records for easy monitoring and management.

Why it matters

It ensures suppliers consistently meet quality and compliance standards, supports audit readiness, strengthens supply chain reliability, and helps mitigate risks associated with sourcing materials.

Step-by-step actions

1 — Open the Transportation section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Approved Supplier”

Within the Transportation section, select Approved Supplier to view the list of approved suppliers.

3 — Create an Approved Supplier

Click the purple “Create Supplier” button.

A form will open where you can enter:

Location

Language

Supplier Name

Product

Select Item Supplied

Country

Supplier Email

Comments

Once completed, click Submit to create the approved supplier.

4 — Modify or Delete an Approved Supplier

To update an existing supplier, click the green pen icon next to the supplier.

To remove a supplier, click the red trash can icon.

Approve Room Temperature

Overview

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This section is only available to the Manager profile and Supervisor Profile.

The Approve Room Temperature section is structured to document and formally approve room temperature checks to ensure proper storage and operational conditions:

Location – The facility or area where the measurement took place

Time – The date and time of the temperature check

Rooms – Specific rooms included in the check

Completed By – The individual who performed or recorded the measurement

Approved By – The person responsible for reviewing and approving the results

Approval Date – The date the check was formally approved

Comments – Additional observations, notes, or corrective actions

This section centralizes room temperature approval records for consistency and traceability.

Why it matters

It ensures proper environmental conditions are maintained, supports food safety and regulatory compliance, and prevents product spoilage or quality issues.

Step-by-step actions

1 — Open the Management section

From the left-side dashboard menu, click on the Management section to access management-related modules.

2 — Select “Approve Room Temperature”

Within the Management module, select Approve Room Temperature to view existing room temperature records.

3 — View Temperature Limits

Click the purple “View Temperature Limits” button to access the list of temperature limits.

4 — Create Temperature Limits

Click the purple “Create Temperature Limits” button.

A form will open where you can enter:

Location

Room

Minimum Temperature

Maximum Temperature

Unit

Frequency

Comments

Once completed, click Submit to save the temperature limits.

5 — Modify or Delete Temperature Limits

To update existing temperature limits, click the green pen icon next to the record.

To remove temperature limits, click the red trash can icon.

Approve Truck Unloading

Overview

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This section is only available to the Manager profile and Supervisor Profile.

The Approve Truck Unloading section is structured to document and formally approve the unloading of incoming materials from suppliers:

Location – The facility where unloading occurs

PO# – The purchase order associated with the shipment

Time – Date and time of unloading

Supplier – Name of the supplying company

Materials – Items being unloaded

Carrier – Transport company delivering the shipment

COA – Certificate of Analysis for the materials

Temp. – Recorded temperature of the shipment

To be Verified – Checks that require verification

More – Additional notes or observations

This section centralizes truck unloading approval records for traceability and consistency.

Why it matters

It ensures that incoming shipments meet quality, safety, and regulatory requirements, verifies temperature and documentation compliance, and helps prevent contamination or inventory errors.

Step-by-step actions

1 — Open the Transportation section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Approve Truck Unloading”

Within the Transportation section, select Approve Truck Unloading to view existing truck unloading records.

3 — Modify or Delete Truck Unloading Records

To update an existing truck unloading record, click the green pen icon next to the record.

To delete a record, click the red trash can icon.

4 — View Items to Be Verified

Click the purple “View Items to Be Verified” button to view the list of verification items linked to truck unloading.

5 — Modify or Delete Items to Be Verified

To update an item, click the green pen icon next to the item.

To remove an item, click the red trash can icon.

6 — Create Item to Be Verified

Click the purple “Create Item to Be Verified” button.

A form will open where you can:

Select the Location

Enter the Item to Be Verified

Upload an XLSX file

Once completed, click Submit to save the item.

Approve Truck Loading

Overview

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This section is only available to the Manager profile and Supervisor Profile.

The Approve Truck Loading section is structured to document and formally approve the loading of products for delivery:

Location – The facility where loading occurs

Temp. – Temperature of the products at the time of loading

Del. Run – Delivery route or run being executed

Time – Date and time of the loading process

Carrier – Transport company responsible for delivery

Order # – Associated order number for the shipment

To be Verified – Checks or items that require verification

More – Additional notes or observations

This section centralizes truck loading approval records for consistency and traceability.

Why it matters

It ensures products are loaded under proper conditions, verifies compliance with delivery requirements, prevents quality or safety issues during transport, and supports accurate shipment tracking.

Step-by-step actions

1 — Open the Transportation Section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Truck Loading”

Within the Transportation section, select Truck Loading to view existing truck loading records.

3 — View Delivery Runs

On the Truck Loading page, click the purple “View Delivery Run” button located at the top left.

You will be redirected to the Delivery Run page.

4 — Create a Delivery Run

On the Delivery Run page, click the purple “Create Delivery Run” button.

A form will open where you can:

Select the Location

Select the Items

Enter Comments

Once completed, click Submit to create the delivery run.

5 — Modify or Delete Delivery Runs

To update an existing delivery run, click the green pen icon next to the record.

To delete a delivery run, click the red trash can icon.

6 — View Items to Be Verified

Return to the Truck Loading page and click the green “View Items to Be Verified” button.

This will display the list of checklist items associated with truck loading.

7 — Create Item Checklist

Click the purple “Create Item Checklist” button.

A form will open where you can:

Select the Location

Add an Item to Be Verified

Import an XLSX file

Click Submit to save the checklist item.

8 — Modify or Delete Items to Be Verified

To update an item, click the green pen icon next to the item.

To remove an item, click the red trash can icon.

Product Return

Overview

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This section is only available to the Supervisor Profile.

The Product Return section is structured to document the return of products during transportation or delivery:

Product Return Time – The date and time the product was returned

Product Return – Details of the product being returned

Completed By – The individual who recorded or managed the return

Approved By – The person responsible for reviewing and approving the return

Approval Date – The date the return was formally approved

This section centralizes product return records to ensure accuracy and traceability.

Why it matters

It ensures returned products are properly tracked and verified, supports inventory accuracy, maintains product quality and safety, and provides documented evidence for audits and accountability in the transportation process.

Step-by-Step Actions

1 — Open the Transportation Section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Product Return”

Within the Transportation section, select Product Return to view the list of pending product returns.

3 — View Pending Product Returns

The Product Return page displays a list of all pending returns, including relevant return details.

4 — Modify or Delete Product Returns

To update an existing product return, click the green pen icon next to the return record.

To delete a product return, click the red trash can icon.

Label Approval

Overview

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This section is only available to the Manager profile.

The Label Approval section is structured to document and formally approve product labels before use:

Location – The facility or site where the label is reviewed

Product and Format – The specific product and label format being approved

Expiration Date on Label – The date printed on the label for product shelf-life

Approved Suppliers – Suppliers associated with the approved label

More – Additional notes, observations, or requirements

This section centralizes label approval records to ensure consistency and traceability.

Why it matters

It ensures labels are accurate, compliant with regulatory requirements, and aligned with approved suppliers, helping prevent mislabeling and protecting product safety and brand integrity.

Step-by-step actions

1 — Open the Transportation Section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Label Approval”

Within the Transportation section, select Label Approval to view existing label approval records.

3 — Create Label Approval

Click the purple “Create Label Approval” button.

A form will open where you can:

Select the Location

Select the Date

Write the Product & Format

Answer the Label Questions

Enter Comments

Once completed, click Submit to create the label approval record.

4 — Modify or Delete Label Approval Records

To update an existing label approval record, click the green pen icon next to the record.

To delete a record, click the red trash can icon.

Customer

Overview

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This section is only available to the Manager profile.

The Customer section is structured to document and manage customer-related information for deliveries and interactions:

Name – The customer or account name

Delivery Run – The delivery route or schedule associated with the customer

Completed By – The individual who recorded or updated the information

Comments – Additional notes or observations regarding the customer

This section centralizes customer records to ensure clarity and consistency in operations.

Why it matters

It ensures accurate tracking of customer information and deliveries, supports effective communication, improves service reliability, and helps maintain strong customer relationships.

Step-by-step actions

1 — Open the Transportation Section

From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.

2 — Select “Customer”

Within the Transportation section, select Customer to view existing customer records.

3 — Create Customer

Click the purple “Create Customer” button.

A form will open where you can:

Select the Location

Select the Delivery Run

Enter the Customer Name

Enter Comments

Upload a CSV file

Once completed, click Submit to create the customer record.

4 — Modify or Delete Customer Records

To update an existing customer record, click the green pen icon next to the record.

To delete a customer record, click the red trash can icon.

Carrier

Overview

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This section is only available to the Manager profile.

The Carrier section is structured to document and manage information about transportation providers:

Location – The facility or area associated with the carrier

Completed By – The individual who recorded or updated the information

Comments – Additional notes, observations, or relevant details about the carrier

This section centralizes carrier records to ensure consistency and easy reference.

Why it matters

It ensures accurate tracking of carriers, supports reliable transportation management, helps maintain accountability, and contributes to safe and efficient supply chain operations.