Overview
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
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
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
or
- 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
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.
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 “Carrier”
Within the Transportation section, select Carrier to view existing carrier records.
3 — Create Carrier
Click the purple “Create Carrier” button.
A form will open where you can:
- Select the Location
- Enter the Carrier Name
- Enter Comments
Once completed, click Submit to create the carrier record.
4 — Modify or Delete Carrier Records
To update an existing carrier record, click the green pen icon next to the record.
To delete a carrier record, click the red trash can icon.
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