Delivery Requests

Created on Sep 14, 2023 | By Vicky
Last Updated on Sep 15, 2023
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Delivery Requests

Navigation
  • Dashboard >> Sitemap >> Transactions >> Delivery Requests
  • Menu Bar >> Hamburger Menu >> Transactions >> Delivery Requests

Process Flow Model

  1. Add Delivery Site

2. Place Delivery Request

Introduction/Purpose

The Delivery Request module within the system serves as a pivotal tool to streamline and facilitate the seamless delivery process for Commercial and Industrial (C&I) customers. This module has been meticulously designed to address the specific needs and challenges faced by C&I customers in the oil and gas industry. Its primary objective is to enhance operational efficiency, accuracy, and customer satisfaction by providing a centralized platform for managing and requesting hydrocarbon products deliveries.

Dependencies

  1. System Functionalities: System should function well to provide all the accurate delivery requests details.
  2. Databases:  The delivery requests depend on the data from several databases like C&I Company, Site, Request Quantity, Delivered Quantity, Delivery Charges, Requested Quantity etc.
  3. Data Management: Proper data indexing and retrieval mechanisms are responsible to ensure efficient delivery request data as well as the data accuracy way bill document and the loading ticket document.

Delivery Request List

All the delivery requests and basic details will be displayed on the delivery request list screen.

There are two ways to view the delivery request list, as mentioned below.

  • Click on the “Delivery Requests” under the “Transactions” module under the Hamburger menu as shown below.
  • Step 1: Click on the “Hamburger” menu.
  • Step 2: Mouse Over on “Transactions”.
  • Step 3:  Click on “Delivery Requests”.
  • Click on the “Delivery Requests” from the site map under the “Transactions” module as shown below.

Change The View Of Delivery Requests

To change the view option of the delivery request list , follow the mentioned steps.

  • Step 1: To open the list of delivery requests, follow the steps mentioned in the section “Delivery Request List”.
  • Step 2: To change the view of the delivery request list, click on “Change View” and choose an option from the available options, as shown below.

Delivery Request Details

To View the details of a delivery request, follow below steps.

  • Step 1: To open the list of delivery requests, follow the steps mentioned in the section “Delivery Request List”.
  • Step 2: Click on the “Request Code” in the delivery request list to view the details of the request, as shown below.

Click A Request Code From Grid View:

Click A Request Code From Table View:

  • Step 3: Scroll down to view all the delivery request related information as shown below.

Delivery Request LT Details

To View the details of a delivery request LT, follow below steps.

  • Step 1: To open the list of delivery requests, follow the steps mentioned in the section “Delivery Request List”.
  • Step 2: Click on the “LT Code” in the delivery request list to view the LT details of delivery request, as shown below.

Click A ‘LT Code’ From Grid View:

Click A ‘LT Code’ From Table View:

  • Step 3: Scroll down to view all the LT related information as shown below. Please Follow the mentioned section “Loading Ticket Details”.

Actions On Delivery Request

The user can perform the following actions on delivery requests from the delivery request screen.

  1. Confirm/Decline
  2. Edit
  3. Cancel
  4. Reschedule
  5. REORDER

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