Raising a Goods Pick Up Note

Background

The goods pick-up note is the document that accompanies goods being collected from a site and taken back to the yard. It's the mirror image of the delivery docket that was sent with the original delivery.

Before you begin

  • Ensure you have access to Credits.  If you don't see Credits in your available Elda (Chrome) shortcuts, you may need to request access to it.  
  • Please see our article on how to Request access to an Elda Application.

     

Steps to follow

  1. Paste your invoice number in the retrieve invoice field and click retrieve.

     

  2. Click "New Credit"

     

  3. Open & select the reason for pickup from the dropdown menu.

     

  4. Select the Return Item checkbox for the affected item/s to be collected.

     

  5. Ensure the box for Pick Up is selected under Goods Status.

     

  6. Click "Save"

     

  7. Open the Notes tab and enter the reasons as to why the pick up has been raised.

     

  8. Click "Print Goods Pickup" and a new window will open with the Goods Pickup Advice PDF.

     

  9. Create a new email with the PDF attached and send through to your dispatch team to arrange for a collection. 

    The next step will be to add your pick up to a manifest.  See the steps here.

     

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