Material: loading list and delivery note

In ScaffConnect, material moves through two lists:

• The loading list tells the warehouse what has to go on the truck for a construction site. It's a work order for the warehouse.
• The delivery note records which material was issued to a customer or returned by them, signed by the warehouse and the customer.

Loading list: from the construction site to the warehouse

Office and site managerWarehouseCustomer

CreateIn the app or from an Excel file

Make visible to the warehouseSite manager or office

LoadLine item by line item

DoneAll quantities match; lock if needed

1. The site manager creates the loading list for the construction site, in the app or on a PC from an Excel material list or a Scaffmax file.
2. The site manager or the office makes it visible to the warehouse (Release for the warehouse, see Making a list visible to the warehouse).
3. The warehouse loads it: the status goes from Open through In progress to Loaded.
4. If needed, the warehouse locks the list against changes (Locking).

The crew sees the visible loading lists of their construction site in the work order.

→ Guide: Loading lists

Delivery note: material to the customer

1. CreateIssue or return delivery

2. LoadRecord the quantities

3. SignWarehouse employee

4. SignCustomer

5. PDFPrint or send by email

1. The warehouse, a site manager or the office creates the delivery note: Issue (Rental or Sale) or Return delivery, with customer, construction project and parts.
2. The warehouse loads the line items.
3. The warehouse employee and the customer sign on the device.
4. The signed delivery note is printed as a PDF or sent by email.

You can still correct a mistake after the signature (Changing a signed delivery note). If the material has already left, you cancel the delivery note (Canceling).

→ Guide: Delivery notes